Realized Blog

Protecting Your Assets – And Heirs – With The Cost Step-Up In Basis

Posted by Clay Schmidt on Mar 26, 2019

Investing in real estate for wealth management and estate planning could potentially be a savvy move. If you make intelligent decisions concerning your real estate purchase, you could end up with a decent income flow. And, by the time you die, your heirs might not be penalized with extra taxes on your real estate investments, thanks to a concept known as “step-up in basis.”

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D-I-V-O-R-C-E and DST

Posted by Drew Reynolds on Mar 14, 2019

In her iconic song “D-I-V-O-R-C-E,” Tammy Wynette sings about the heartbreak of a couple that is separating. Throughout the song, Wynette spells out the difficult words, to ensure that the couple’s four-year-old son remains blissfully ignorant about the parents’ breakup.

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5 Things to Consider Before Investing in a Multifamily DST

Posted by Colton Hoisager on Mar 7, 2019


In an environment of increasing property values and interest rates, realizing a return on real estate is becoming increasingly difficult for investors, whether it be an investment into direct property or a fractional ownership structure, such as a Delaware Statutory Trust. While this may be a concern for most, as 89% of investors put their money into real estate1, many are ignoring the crucial aspects of a real estate investment that go beyond the macroeconomic pressures.

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Multi-Tenant Industrial: A Potential “Hot” Investment?

Posted by Drew Reynolds on Mar 1, 2019

When you think of the words “industrial real estate,” what comes to mind? If your first thought involves massive factories and production plants, you’re partially right. Industrial real estate encompasses a wide spectrum of property types, and includes warehouses, manufacturing buildings, and flex properties to name a few. Typically housing multiple tenants, this asset class is becoming a hot investment commodity, due to current pricing, growing demand, and mostly hands-off maintenance.

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Risk-Adjusted Returns: In Plain English

Posted by Drew Reynolds on Feb 25, 2019

Picture this.

You are with your financial planner, talking about different ways in which you can boost the power of your investment portfolio. Then he or she throws out the term “risk-adjusted returns” when asking about investment decisions.

If you are scratching your head about risk-adjusted returns, tell your financial planner you will get back to him/her. Then, read this article.

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Understanding Illiquidity in Real Estate Investing

Posted by Colton Hoisager on Feb 19, 2019

*Update February 2019: Realized has established its Secondary Market and has completed its first Secondary Market transaction.

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Self-Storage, The Modest Investment

Posted by Colton Hoisager on Feb 15, 2019

You probably see them as you travel the interstates, highways and byways across the United States. Their low-level buildings boast many roll-up doors, painted in various bright shades of green, yellow, blue or orange. The on-site signs offer all kinds of inducements encouraging you to store your worldly goods there.

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Benefits and Risks of Fractional 1031 Investments

Posted by David Wieland on Feb 11, 2019

*Update February 2019: Realized has established its Secondary Market and has completed its first Secondary Market transaction.

Fractional 1031 investments are subject to the same benefits and risks as other real estate investments. However, the structure of fractional 1031 investments have their own unique characteristics.

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Is Multifamily a Logical Investment?

Posted by Clay Schmidt on Feb 8, 2019

Multifamily homes are being touted as great opportunities for investments, and for good reason. Real estate market trends point to an increase in renting over home ownership1, meaning that multifamily assets can provide steady income flow as occupancy rates increase. As a result, investors are looking to make multifamily ownership a part of their portfolio. According to Real Capital Analytics, apartment sales through the first half of 2018 totaled $69.9 billion, a 7.9 percent increase compared to the first of 2017.2

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A DST For Your Cash Investment

Posted by Drew Reynolds on Feb 4, 2019

*Update February 2019: Realized has established its Secondary Market and has completed its first Secondary Market transaction.

Much of what we write about focuses on exchanging from a real estate holding into a Delaware Statutory Trust (DST). Thanks to Internal Revenue Code, Section 1031 and Delaware’s statutory law, you can defer capital gains taxes from the sale of your property, without stressing to find a “like” property in a 45-day period. Additionally, that DST gives you the perks of property ownership, while avoiding the “terrible Ts” of toilets, trash and tenants.

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