At Realized, we are grateful for the opportunity to be stewards of wealth. We are thankful for our generational relationships with the families that entrust us to help them reach their retirement, lifestyle, and investment goals. This trust humbles us as we continue to provide and develop innovative investment property wealth solutions.
Realized has many reasons to be grateful. Our clients across the U.S. have entrusted Realized to tax-efficiently transform nearly $500 million from labor-intensive investment properties into diversified passive portfolios via 1031 exchanges. In 2019, we added nineteen amazingly talented individuals to the Realized team, including three seasoned executives. These additions, along with our sizable investment in our proprietary technology, allows Realized to serve a growing number of investors seeking to transform their wealth trapped in legacy investment properties.
I’m especially grateful for the Realized team and their unwavering commitment to place the needs of others in front of their own. This Thanksgiving, I say thank you to those who are making the Realized vision to Improve Lives Through Innovative Real Estate Wealth Solutions, a reality. I’d argue that we’re more than just a team — we’re a family; one that I am incredibly fortunate to be a part of.
On behalf of the Realized family, we wish you a gratitude-filled Thanksgiving.
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Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
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