How We Support Broker-Dealers

Using our proprietary Due Diligence, portfolio construction, and client profiling processes, your clients can utilize a single source for their investment property needs, whether they are looking for a new investment portfolio or need assistance analyzing their existing investments.

  • Our Broker-Dealer, Realized Financial, Inc., will review your client’s potential investment, including the Delaware Statutory Trust (DST) Sponsor, the underlying real estate, the investment structure, and more.
  • Once this analysis is complete, our Due Diligence Committee reviews the information to determine if there are any issues.
  • Only deals that pass review by our in-house Broker-Dealer and the Due Diligence Committee make it to our custom investment portfolios.