A Platform for Investment Property Wealth Management®

Realized helps transform wealth from 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




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Your Realized Team

We don’t believe in a one-size-fits-all approach for our clients. Instead, we work collaboratively to determine your specific needs and preferences. In this introductory consultation, we meet with you or your advisor to discuss your tax situation, risk tolerance, investment preferences, and more.

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For illustrative purposes only.


Constructing Your Portfolio

At Realized, we’re committed to creating a unique investment plan based on your individual financial scenario. After consulting with a Vice President and discussing your long-term objectives and risk tolerance, we develop your portfolio with your goals in mind.

Here are some of the proprietary tools we use to create your investment plan.


Goals-Based Portfolios

Our goals-based portfolios are the starting point we use to build your tailored investment plan. Each of these goals-based portfolios are built with one of three main objectives in mind: capital preservation, income generation, or growth.


Confidence Score

The Confidence Score represents the level of confidence Realized believes your overall portfolio has to reach Sponsor income projections.


Diversification Score

The Diversification Score is a proprietary measurement that assesses the overall level of diversification in your portfolio according to five different components.

The Realized Marketplace

The Realized Marketplace offers a catalog of potential investments to include in a real estate portfolio. These offerings have passed the Realized Due Diligence review process, which includes analyzing the Sponsor, the underlying real estate, the deal’s investment structure, and more.

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For illustrative purposes only. No real investment opportunities shown. 


 Example Investment Plan segments shown for illustrative purposes only.


Your Unique Investment Plan

Your investment plan will help you create a tax-deferral strategy to transition your equity from individual properties into a diversified and passive real estate portfolio. This portfolio can help keep your hard-earned wealth invested and working, seeking to generate more after-tax wealth in your pocket while managing risk.

Within your investment plan, you can see a summary of your portfolio’s proposed investments, specific property details, projected net income estimates, your portfolio’s Confidence and Diversification scores, and more.


Closing On Your Investments and Ongoing Support

After finalizing your investment plan, your dedicated Private Client Associate will facilitate closing on all your investments. Your Private Client Associate and Vice President will offer ongoing support throughout the duration of your investments.

You will also receive access to your unique client portal after closing, which allows you to access information on your investments with Realized in one convenient location.

Client Portal

For illustrative purposes only.

Client Portal

After your closing is complete, you will receive access to your unique client portal. This portal allows you to actively monitor investment performance as part of a holistic wealth management opportunity.

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Annual Planning Needs

Each year, your Private Client Associate will schedule an annual review with you to discuss your investment performance and updates from your Sponsor(s). We’ll also discuss what information you may need for year-end tax planning purposes.



Investment Exit Resources

As the holding period for Delaware Statutory Trust (DST) interests is finite, we’ll notify you of any upcoming sales and proactively assist you with rolling over funds into a new investment. Our goal is to ensure you have the resources available to comply with further 1031 Exchanges upon the exit of your DST investment(s).


Ongoing Communications

After closing, you’ll begin receiving performance updates directly from your investment’s Sponsor. In addition, you’ll receive a monthly communication from Realized that features new product offerings, industry updates, invitations to webinars and special events, and more.


* As of March 2023


Exploring Reinvestment Opportunities and Potential Liquidity

While investing in Delaware Statutory Trusts can be beneficial for several reasons, DSTs are considered illiquid investments and cannot quickly be converted to cash. This can be difficult for some investors as circumstances in life change and they may wish to exit their investments earlier than originally planned. Realized can help investors find potential buyers for their DST investments.

Investors who have worked with Realized to sell their DST interests have received more than 98% of the Opinion of Market Value (OMV) when selling their interests.

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Additional Resources to Support You

Realized is arguably the preeminent source for education around alternative investments.  Our resource library features a wide array of supporting materials such as blogs, webinars, ebooks, and more that cover 1031 Exchanges, DSTs, alternative investments, and more.


Access Real Estate Investing Resources



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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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