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.
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.
Schedule a Consultation
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.
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.
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.