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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Ready to create your customized 1031 Exchange Plan?

Register to schedule a consultation. You’ll discuss your unique scenario, learn about the Realized process, and see how your property can be transformed into a personalized realized portfolio.

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SECURITIES DISCLOSURE

Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized”). Securities offered on this website are offered exclusively through Thornhill Securities, Inc., a registered broker/dealer and member of FINRA/SIPC("Thornhill"). Investment advisory services are offered through Thornhill Securities, Inc. a registered investment adviser. Thornhill Securities, Inc. is a subsidiary of Realized. Check the background of this firm on FINRA's BrokerCheck.

Realized does not provide tax or legal advice. Tax topics discussed are for educational purposes only and are not a substitute for professional tax advice. You should discuss your personal situation with a tax or legal professional.

Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

This site is published for residents of the United States who are accredited investors only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every representative listed. For additional information, please contact 877-797-1031 or info@realized1031.com.

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