An End-to-End Platform for Investment Property Wealth Management®

Realized is a platform that is designed to transform your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals.

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Diversification Investment PlanHypothetical example. Actual portfolio construction may vary.

Managing Your Investment Property Wealth.

Realized’s goal 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.

Realized Portfolios® Enable Customized Wealth Solutions

Realized gives you the ability to convert your individual investment properties into diversified portfolios of property interests, to help you manage three primary drivers of investment property wealth.

Tax Strategies

Tax strategies can be important in pursuing the potential risk adjusted returns with investment properties.


Property Diversification*

Diversification is a key to tailoring investment property wealth to 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 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.

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

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.

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03

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

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 be confident your entire team is collaborating to create your custom 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.

*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.

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