We’ve set out to do what no one has ever done before: create a transparent marketplace connecting accredited 1031 exchange investors with experienced real estate owner/operators seeking capital for high-quality properties.
Through the Realized 1031 Marketplace, investors can objectively compare and evaluate a variety of 1031 investment options at their leisure. Choose from co-ownership investments in one or more large properties, alongside other 1031 exchange investors through Delaware Statutory Trusts (DST). Or if you prefer sole-ownership, choose from pre-screened, single tenant, triple net (NNN) properties. You can even build a real estate portfolio, diversifying your 1031 exchange proceeds into multiple properties in different cities.
Historically, a marketplace was the location where buyers and sellers meet to transact.
Realized is exactly that, but for 1031 investors and real estate companies raising co-investment capital for properties. The Realized online platform is interjecting desperately needed efficiency and choice for 1031 exchange investors.
Marketplaces like Realized, ultimately benefit customers (or in our case investors) in the following five ways:
We are excited you've found us and can't wait to serve you!
YES! We understand and respect the fact that your 1031 exchange is a major financial decision. With nearly 60 years of collective experience and $5.0 billion of real estate transactions behind us, we have the expertise, resources and the tools to make 1031 exchange investing more efficient — and now you do as well.
When you find replacement properties that may meet your needs, the experts at Realized are available to answer questions. You can call us, email us, mail, fax us... well you get the point.
We are here to coordinate opportunities for you to participate in presentations on the properties you are consider, get answers to your questions directly from the respective companies raising capital on the Realize Marketplace and even help you plan a trip to see the properties. Our goal is to provide the information you need to make Smart 1031 Investment decisions.
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 have a secure, personalized investment dashboard where you can monitor the performance of ALL investments made on the platform. There is not cost for personalized investment dashboard and you will have instant access to information on your investments anytime at Realized1031.com.
More importantly, when you have a question about your investments, call us. If we don't know the answer, we know the people to ask. Realized is in this for the long haul, supporting you through your current exchange and if we do our job correctly, future exchanges.
NO, creating an account on the Realized marketplace is free. Any accredited investor can create an account in about 30 seconds and immediately begin browsing investments at your leisure. Instead of pushy salespeople, Realized gives you the resources, tools, and replacement property options to make Smart 1031 Exchange Investments.
NO. We don’t offer investment advice. However, we are happy to answer questions and connect you with the real estate companies sponsoring an offering. Realized empowers individual investors to make informed investment decisions based on their goals and objectives. Carefully review the offering materials of investments you are considering, and get advice from financial consultants and legal counsel familiar with your particular situation before making an investment decision.
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.
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 affect in four key categories over the expected holding period of the property?
This or any other process use by Realized in no way reduces or eliminates the need for each investor to perform their own exhaustive due diligence on investments before they invest. Realized does not provide investment advice, nor recommend investments. It is imperative that an investor entirely evaluates the Offering Materials on any prospective investment prior making their investment decision. Investments on the Realized Marketplace are speculative and you may lose ALL of your money. Carefully read all Offering Materials and then discuss these with your financial counsultants, attorneys and any other advisors you trust and who are familiar with your particular situation and circumstances.