A Platform for Managing Your Investment Property Wealth

Realized helps you transform your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, tax situation, and investment goals.

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About the Realized platform

Investment Property Wealth Management® by Realized

Our goal at Realized is to give you the tools, expertise, access, and personalized service you need to manage your real estate wealth like you would the rest of your portfolio.

Commercial Office DST

Austin, TX

Commercial Office DST in Austin Texas

Multifamily DST II

Athens, GA

Multifamily DST II in Athens Georgia
Passive income ratio

Hypothetical example. Actual portfolio construction may vary.

Realized Portfolios™ Enable Customized Wealth Solutions

Transform your individual investment properties into a diversified portfolio of commercial real estate investments to help you manage three primary factors associated with investment property wealth:

Tax Implications

Develop a tax-deferred investment strategy that keeps more of your wealth working for you.

Property Diversification*

Diversification is a key to creating investment plans that align with your changing income needs and risk preferences.

Diversification does not guarantee a profit or protect against loss in a declining market. It is a method used to help manage investment risk.

Risk-Adjusted Returns*

We believe your investment property wealth strategy should be built around targeted after-tax, risk-adjusted returns.

The actual amount and timing of distributions paid by programs is not guaranteed and may vary. There is no guarantee investors will receive distributions or a return on their capital.

How It Works

With personalized service, a marketplace of 1031-eligible properties, and powerful decision support tools, here’s how Realized helps you create a custom plan to manage your investment property wealth.

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.

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Explore the Realized Marketplace®*

As you think about your ideal portfolio, 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.

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 create and compare different investment plan combinations until your unique needs are met.

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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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Comprehensive 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.

Realized Blog

Can You Offset Capital Gains with Losses from Prior Years?

Can You Offset Capital Gains with Losses from Prior Years?
January 31, 2023

A realized loss during a year can mean a lower tax bill. This loss is generally offset against other gains or income. Some people refer to this as shielding ...

What Qualifies for a 1033 Exchange?

What Qualifies for a 1033 Exchange?
January 30, 2023

Ben Franklin famously wrote that, “in this world, nothing is certain except death and taxes.”

What is Ordinary Income?

What is Ordinary Income?
January 30, 2023

Paying taxes on monies received can be confusing. This is because there are various ways in which you might receive funds.

Realized Blog

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Ready to Learn More?

Contact us to see whether this type of investment can meet your objectives.

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