How It Works
With personalized service, a marketplace of 1031-eligible property interests, and powerful decision support tools, Realized helps you manage your investment property wealth with the same sophistication you apply to the rest of your portfolio.
Identify Your Property Wealth Scenario
Many situations drive the sale or exchange of an investment property. Let us know which scenario is closest to yours.
What's Your Scenario?
Professional Consultation
Discuss your unique scenario and goals with a professional at Realized, who will begin the process of creating a customized Realized Portfolio® for your exchange.
Schedule a Consultation
Explore the Realized Marketplace®*
As you think about your ideal portfolio, explore the Realized Marketplace® – a continuously curated assortment of 1031-eligible property interests.
No public market currently exists and one may never exist. DST programs are speculative and suitable only for Accredited Investors who do not anticipate a need for liquidity or can afford to lose their entire investment.
Explore the Marketplace
Finalize Your Realized Portfolio®
Work with your team at Realized to interactively create and compare different investment plan combinations, until your unique requirements are satisfied.
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Involve Your Trusted Intermediaries
Open your Realized exchange process to trusted accountants, attorneys, and wealth advisors, so you can be confident your entire team is collaborating to create your custom wealth solution.
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End-to-End Execution
Realized will originate, execute, and settle all the investment transactions associated with your unique Realized Portfolio®, and give you seamless access to trusted partners that fulfill Qualified Intermediary requirements.
Consolidated Investment Tracking
Once your portfolio is in place, Realized provides the tools and information you need to track both your individual investments and your overall portfolio.