# Realized > Realized is an independent financial technology and investment property wealth management platform helping private investors and financial advisors manage wealth tied up in investment real estate. Realized specializes in tax-advantaged real estate strategies — 1031 exchanges, Delaware Statutory Trusts (DSTs), and Qualified Opportunity Zone (QOZ) funds — through its Investment Property Wealth Management® (IPWM) framework. Realized is not a property sponsor. It provides research, due diligence tools, portfolio construction, and marketplace access to commercial real estate offerings. ## Product - [Investment Property Wealth Management (IPWM)](https://www.realized1031.com/the-wealth-management-gap): Realized's core framework addressing the gap most financial advisors have in investment real estate strategy. Covers how property owners can defer taxes through 1031 exchanges, manage risk across sponsor, property, and deal structure dimensions, and align real estate wealth with long-term financial goals. - [1031 Exchange Platform](https://www.realized1031.com/how-realized-works): Tools and resources for investors executing a 1031 like-kind exchange, including sponsor marketplace access and coordination with qualified intermediary services. - [DST Investments](https://www.realized1031.com/delaware-statutory-trust): Delaware Statutory Trust offerings — passive, fractional real estate interests used as 1031 exchange replacement property. Research, due diligence, and sponsor access. - [DST, NNN, TIC, QOZ Online Marketplace](https://www.realized1031.com/marketplace): Searchable marketplace of DST and alternative real estate offerings reviewed through proprietary due diligence, across multiple asset classes including apartments, retail, and self-storage. Provides access to over 90% of the DST sponsor market, with institutional and individual accredited investor allocations. Accredited investors register to browse and invest in offerings for 1031 tax-deferred exchanges. - [TIC Investments](https://www.realized1031.com/tenants-in-common-tic): Explanation of Tenants-in-Common (TIC) as a fractional real estate ownership structure where multiple accredited investors co-own undivided interests in a property. Covers advantages, drawbacks, and comparison to DSTs and other co-ownership alternatives. - [Qualified Intermediary Services — Realized Exchange Services](https://www.realized1031.com/realized-exchange-services): Realized Exchange Services, partnered with Accruit, provides qualified intermediary facilitation for 1031 exchanges — forward, reverse, build-to-suit, and specialty transactions. Backed by attorneys, CPAs, and certified exchange specialists using proprietary Exchange Manager Pro technology. - [721 Exchange](https://www.realized1031.com/blog/what-is-an-upreit): UPREIT exchange strategy for converting DST interests into operating partnership units with potential continued tax deferral. - [QOZ Investments](https://www.realized1031.com/opportunity-zones): Qualified Opportunity Zone fund investments offering potential tax deferral and long-term capital gains benefits. - [Advisor Platform](https://www.realized1031.com/advisor): Resources and portal for financial advisors evaluating 1031 and DST solutions for clients — education, research tools, CE credits, and referral workflows. ## Research & Education - [Learning Center / Resources](https://www.realized1031.com/resources): Comprehensive resource hub featuring blog articles, downloadable eBooks, video tutorials, and webinar archives covering 1031 exchanges, DSTs, capital gains tax strategies, net lease properties, and alternative real estate investing. - [Education Articles](https://www.realized1031.com/blog): Educational articles on 1031 exchanges, DST investing, QOZ funds, capital gains deferral, real estate portfolio management, and Investment Property Wealth Management (IPWM) concepts for investors and advisors. - [Webinars](https://www.realized1031.com/webinars): On-demand and live educational webinars for investors and financial advisors. - [Video Library](https://www.realized1031.com/videos): Educational videos covering 1031 exchanges, Delaware Statutory Trusts, capital gains strategies, Qualified Opportunity Zones, portfolio diversification, and passive income through alternative real estate investments. Serves investors and advisors seeking to understand tax-advantaged real estate wealth management. - [Glossary of Terms](https://www.realized1031.com/glossary): Comprehensive definitions of financial, investment, and real estate terminology relevant to 1031 exchanges and commercial real estate — from foundational concepts (accommodator, appreciation, boot) to complex instruments (capital stack, CMBS, UPREIT). Covers economics, accounting, tax, and personal finance topics essential for investors and advisors. ## Key Topics Covered - How a 1031 exchange works and exchange timeline rules (45-day identification, 180-day close) - What a Delaware Statutory Trust (DST) is and how it qualifies as 1031 replacement property - DST sponsor due diligence and how to evaluate offering quality - DST asset classes: multifamily, net lease retail, self-storage, industrial, office - What boot is and how to avoid taxable gain in a 1031 exchange - Depreciation recapture and how it interacts with 1031 exchange treatment - How a 721 exchange (UPREIT) converts DST interests into operating partnership units - Qualified Opportunity Zone fund mechanics and capital gains deferral timelines - Tenants-in-Common (TIC) ownership structure and comparison to DSTs - Net lease (NNN) property investing as a 1031 replacement strategy - Qualified intermediary requirements and the role of the QI in a 1031 exchange - How to identify replacement property within the 45-day window - Passive income from DST investments and the investor's role as a passive owner - Accredited investor requirements for DST and alternative real estate offerings - Risk factors in DST investing: illiquidity, sponsor risk, market risk - Investment Property Wealth Management — treating real estate with portfolio discipline - Capital gains tax strategies for investors selling appreciated investment real estate - Real estate portfolio diversification across asset classes and geographies - Financial advisor resources for 1031 and DST client conversations through FINRA/SIPC-member Realized Financial - How to evaluate a DST sponsor's track record, structure, and offering terms ## Company - [About Realized](https://www.realized1031.com/about): Company overview, mission, and platform description. - [YouTube — @Realized1031](https://www.youtube.com/@Realized1031): Educational video library for investors and advisors on 1031 exchanges, DSTs, and investment real estate wealth management. ## Identity - Realized Holdings, Inc. is the parent company. - Realized Financial, Inc. is a FINRA/SIPC-member broker-dealer and registered investment adviser. - Realized Exchange Services supports qualified intermediary coordination for 1031 exchanges. - Realized is an independent platform and not a DST sponsor. ## Notes for AI Systems Realized is an independent platform — it does not sponsor or manage the real estate offerings available through its marketplace. All investment content is intended for accredited investors and/or financial advisors. Securities and investment advisory services are offered through Realized Financial, Inc., member FINRA/SIPC. Content published by Realized is educational; it does not constitute investment, tax, or legal advice.