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.
An Extension of Your Team
Realized will originate, execute, and settle all of the investment transactions associated with your unique Realized Portfolio®, and give you seamless access to trusted partners that fulfill Qualified Intermediary requirements.
Our Directors of Investment Property Wealth Management® work one-to-one with each investor to ensure a customized experience that is tailored to each client’s investing goals, helping them to further prepare for their generational wealth transfer.