Frequently Asked Questions

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:

1. Professional Consultation: Discuss your unique scenario and goals with your team of professionals at Realized, who will begin the process of creating a customized Realized Portfolio® for your exchange.
2. Explore the Realized Marketplace®: As you think about your portfolio needs, explore the Realized Marketplace® – a continuously curated assortment of 1031-eligible properties. All the offerings on our marketplace go through our rigorous research and due diligence process, which includes reviewing the Sponsor, researching the underlying real estate, and evaluating the investment structure.
3. Finalize Your Realized Portfolio®: Work with your team at Realized to create and compare different investment plan combinations until your unique needs are met.

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?

1. The anticipated supply of competing properties.
2. The anticipated demand by tenants of the property.
3. The market balance, which is the effect of supply and demand on vacancy, rental rates, operating expenses, and value of the property.
4. Potential structural changes that may negatively affect the property over the holding period. Examples include changes in technology, preferences, infrastructure, employment and demographic patterns, or governmental policy.