Partners | Advisors and RIA

How Realized Can Be an Extension of Your Team

Realized strives to help investors bridge the gap between traditional financial management and investment property wealth. We can help you manage your investors’ real estate wealth by helping your clients exchange individual properties for diversified portfolios, defer capital gains via a 1031 Exchange, and unlock a different way to manage real estate investments.

How We Support Advisors

You’ve made the commitment to help your clients plan for their future. We’re here to help with that commitment and make the experience seamless. Here’s how we do it.

For your clients who own investment property, we provide an investment solution that is 1031 Exchange-eligible, allowing them to defer capital gains taxes, retain their principal, and invest in a tax-deferred, diversified solution. ¹

By helping to match risk tolerance and investment objectives to the individual investor, we build a portfolio comprised of Delaware Statutory Trusts (DSTs) that is tailored to each client, and simpler for you to manage.

We have strategic partnerships with Sponsors all over the country, giving you access to DST solutions in the form of a diversified portfolio.

Our Due Diligence process and our access to a variety of DSTs on the market helps you to ensure that your clients’ best interest can be achieved.

1 Costs associated with a 1031 transaction may impact investor's returns and may outweigh the tax benefits.

Compliant and Vetted Solutions

Our team has over 150 years of combined experience in real estate and financial services. That experience enables us to build complex portfolios and establish a detailed Due Diligence process. As stewards of wealth, we bring that experience to every investor, aiming to help them reach their investing goals and set a great foundation for the future.

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.

How Realized Can Be an Extension of Your Team

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How We Support Advisors

Compliant and Vetted Solutions

An Extension of Your Team

Dedicated Support

Advisors and RIAs

Broker Dealers and Banks

Certified Public Accountants

Qualified Intermediaries

Real Estate Agents

SECURITIES DISCLOSURE