A Comprehensive Team
At your clients’ disposal is a dedicated Director of Investment Property Wealth Management®. Our Account Management team partners with all associated parties in an effort to ensure a seamless process.
Our Account Management team works to facilitate exchange opportunities with Qualified Intermediaries, and is available to answer any questions regarding exchange opportunities or Realized Solutions™.
Realized will support and manage each stage of the 1031 Exchange process, utilizing trusted partners that fulfill Qualified Intermediary requirements.