The End-to-End Platform for Investment Property Wealth Management

Realized is the breakthrough platform that transforms your individual investment properties into diversified, tax-optimized Realized Portfolios™, customized to your unique income needs, risk appetite, and investment goals.

Diversification Investment Plan

Stop Owning Investment Properties. Manage Your Investment Property Wealth.

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 Portfolios™ Enable Customized Wealth Solutions

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 Optimization

Tax strategies are essential to harvesting the superior risk-adjusted returns available with investment properties.


Property Diversification

Smart diversification is the key to tailoring investment property wealth to your changing income needs and risk preferences.


Risk-Adjusted Returns

To meet your goals, your investment property wealth strategy should be built around targeted after-tax, risk-adjusted returns.


How It Works

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.

01

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?

Identify Your Property Wealth Scenario

 

Expert Consultation

 

02

Expert Consultation

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.

Schedule a Consultation

03

Explore the Realized Marketplace™

As you think about your ideal portfolio, explore the Realized Marketplace™ – a continuously curated assortment of premium, tax-optimized, 1031-eligible property interests.

Explore the Marketplace

Explore the Realized Marketplace

 

Finalize Your Realized Portfolio

 

04

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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05

Involve Your Trusted Intermediaries

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.

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platform-your-trusted-intermediaries

 

platform-end-to-end-execution

 

06

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.

07

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.

Consolidated Investment

 

Secondary Market for Your Property Interests

 

08

Secondary Market for Your Property Interests

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.

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