How We Support Real Estate Agents

Working with Realized gives you the ability to provide your clients with sophisticated wealth management solutions that can complement their investment goals, especially in a competitive real estate environment. Here’s how we do it.

  • By leveraging a 1031 Exchange, your clients can defer capital gains due at the sale of their investment property and discover more options for their reinvestments. 1
  • Realized has one of the first markets where investors can buy or sell Delaware Statutory Trust (DST) interests. Review our primary or secondary DST offerings for sale on our marketplace to determine if there’s an investment solution that meets your client’s needs. 2
  • Our team has over 130 years of combined experience in real estate and financial services. As stewards of wealth management, we strive to bring that to every investor with the goal of helping them more easily buy and sell properties.

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

2 No public market currently exists and one may never exist. DST programs are speculative and suitable only for Accredited Investors who do not anticipate a need for liquidity or can afford to lose their entire investment.