Realized is the breakthrough platform that transforms your individual investment properties into diversified, Tax-Optimized Real Estate® portfolios, customized to your unique income needs, risk appetite, and investment goals.
Realized gives you all the tools, expertise, access, and personalized service you need to manage your real estate wealth like you would the rest of your portfolio.
Realized gives you the ability to convert your individual investment properties into diversified portfolios of property interests, so you can control the three primary drivers of investment property wealth.
Tax strategies are essential to harvesting the superior risk-adjusted returns available with investment properties.
With personalized expert service, the industry’s leading marketplace of premium, tax-optimized, 1031-eligible property interests, and powerful decision support tools, Realized lets you manage your investment property wealth with the same sophistication you apply to the rest of your portfolio.
Discuss your unique scenario and goals with an expert at Realized, who will begin the process of creating a customized Realized Portfolio™ for your exchange.
As you think about your ideal portfolio, explore the Realized Marketplace™ – a continuously curated assortment of premium, tax-optimized, 1031-eligible property interests.
Work with your team at Realized to interactively create and compare different investment plan combinations, until your unique requirements are satisfied.
Open your Realized exchange process to trusted accountants, attorneys, and wealth advisors, so you can ensure your entire team is collaborating to create your optimal wealth solution.
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.
Once your portfolio is in place, Realized provides the tools and information you need to track both your individual investments and your overall portfolio.
Over time, you may require liquidity to address evolving income needs or other unexpected variables. When this happens, Realized provides a potential option for selling or exchanging individual property interests with other investors in the Marketplace.