Realized is a technology-enabled platform providing Real Estate wealth solutions to individuals and families that own legacy investment properties and other appreciated financial and capital assets. Investors use the Realized platform to transfer wealth from legacy properties and assets into passive commercial real estate portfolios — comprised of Delaware Statutory Trust (DST) and Qualified Opportunity Zone (QOZ) investments and customized to their specific needs.
Yes. We understand and respect the fact that your 1031 exchange is a major financial decision. With nearly 1400+ Investment plans created and $1.0 billion of real estate transactions on our platform, we have the experience, resources, and the tools to help make 1031 exchange investing more efficient.
When you find replacement properties that may meet your needs, the professionals at Realized are available to answer questions.
We use principles of leverage in traditional wealth management to understand your individual goals and tax situation. Then we go to work developing you a custom 1031 exchange plan from our deeply curated marketplace. The plan is built from professionally managed commercial real estate diversified across property type, location, sponsor, and tenant.
NO. The Realized platform makes completing a 1031 exchange more efficient for you by processing the paperwork online. There's no need for you to drive frantically from place-to-place, waiting on hold, faxing forms, or nervously hoping your overnight deliveries will arrive so you can make your 45-day deadline.
No. Realized works with your team (your qualified intermediary, attorney, accountant, etc.) in coordinating your exchange. When you’re ready to complete your exchange, you and your team review your closing statement and you authorize your qualified intermediary to transfer your 1031 funds directly to the title company where the closing takes place.
Absolutely. With Realized you will have access to a secure, personalized investment dashboard where you can monitor the performance of ALL investments made on the platform.
More importantly, when you have a question about your investments, call us. Realized is in this for the long haul, supporting you through your current exchange and future exchanges.
No, creating an account on the Realized Marketplace is free. Any accredited investor can create an account in about 30 seconds and begin browsing investments at your leisure. Realized gives you the resources, tools, and replacement property options to help make educated 1031 Exchange Investments.
Yes. Our goal at Realized is to give you the tools, knowledge, access, and personalized service you need to manage your real estate wealth like you would the rest of your portfolio. Here’s how it works:
Currently, only accredited investors are eligible to invest. “Accredited Investor” is the term used by the U.S. Securities and Exchange Commission (SEC), under Rule 501 of Regulation D. To qualify as accredited, an investor must accomplish at least one of the following:
An individual who had an income in excess of $200,000 or joint income with spouse in excess of $300,000 in each of the two most recent years, and; has a reasonable expectation of reaching the same income level in the current year; OR an individual, or joint net worth together with their spouse that exceeds $1,000,000 excluding their primary residence.
A bank, insurance company, registered investment company, business development company, or small business investment company.
A general partner, executive officer, director, or a related combination thereof for the issuer of a security being offered.
A business or entity in which all the equity owners are accredited investors.
An employee benefit plan, a trust, charitable organization, partnership, or company with total assets in excess of $5 million.
Anyone who holds in good standing a Series 7, 65 or 82 securities license.
Yes, absolutely; we’re glad you’ve found Realized. Even if you are not investing with 1031 proceeds, Replacement Property Interest investments give you the option to complete a future 1031 tax-deferred exchange, upon the sale of the property. This is not the case for real estate co-ownership through LLCs, partnerships, corporations, or most other entities.
Before a Replacement Property Interest Offering is listed on our marketplace, it must pass the “people, performance, and property” tests.
Who are the people and the company behind the offering?
We review their experience as real estate owner/operators, as well as their reputation and track record as shepherds of investors’ capital. We look for owner/operators with deep practical experience, commensurate with the property being offered, as well as their knowledge of the city and submarket where the property is located.
If the “people” portion meets our criteria, we move to the “performance” test. Some of the questions we ask include:
Are the financial projections reasonable and well supported?
What is the loan-to-value of the mortgage? Does it appear that the property will be able to pay investors their anticipated periodic equity payments over the expected holding period of the property?
Assuming a potential offering passes the first two tests, we drill down to the “property” test.
How is the property anticipated to be affected in four key categories over the expected holding period of the property?
SECURITIES DISCLOSURE
Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized Holdings”). Securities and/or Investment Advisory Services may be offered through Registered Representatives or Investment Advisor Representatives of Realized Financial, Inc. ("Realized"), a broker/dealer, member FINRA/SIPC, and registered investment adviser. Realized is a subsidiary of Realized Holdings, Inc. ("Realized Holdings"). Check the background of this firm on FINRA's BrokerCheck.
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.
This site is published for residents of the United States who are accredited investors only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every representative listed. For additional information, please contact the Realized Compliance department at 512-472-7171 or info@realized1031.com.
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