Realized Surpasses $1 Billion in Real Estate Investments Purchased Through Its Platform
AUSTIN, TX, FEBRUARY 17, 2022 – Realized, a real estate wealthtech firm that provides Investment Property Wealth Management®, today announced it exceeded $1 billion in total real estate investments purchased on behalf of individuals through its platform. The company attributes this major 2022 growth milestone to several factors stemming from its customer-centric approach, including its proprietary wealth management technology, access to institutional-grade real estate data and insights, the increasing popularity of Delaware Statutory Trust (DST) solutions, and a greater interest among clients for a customizable portfolio of alternative investments.
“Investors and their financial advisors are always looking for new, impactful ways to maintain a steady income, more efficiently manage risk, and preserve wealth across generations,” said David Wieland, Realized CEO. “Investors want more advanced ways to leverage their real estate investments, whether that is diversifying their portfolio or optimizing the tax benefits of their investments. The fact that Realized has reached this ambitious goal in a few short years demonstrates that our team has tapped into a powerful solution and has become a key driver and knowledge center for investment property owners.”
Wieland continued, “Moving forward, we will continue to lend our expertise and experience to investors, their advisors, and wealth managers to ensure they have the most sophisticated tools and knowledge to maximize the value of their investment properties, pursue steady income, and help ensure that they can maintain the wealth they’ve created throughout their lifetime.”
Realized’s additional stated 2022 strategic goals include:
- Leverage information from their 42 DST Sponsor partnerships to identify key real estate trends and inform smarter investment decisions
- Launch investment risk scoring for Multifamily, NNN, Self-Storage, and Industrial properties based on the company’s robust due diligence process and in-depth third-party data
- Utilize Modern Portfolio Theory to construct investment property portfolios and manage them alongside traditional wealth management portfolios
- Enable clients and their advisors to seek portfolio optimizations to calculate a client’s portfolio value, track rollover opportunities for DSTs, and provide the status of a client’s investments
About Realized Holdings
Realized Holdings is a technology-enabled platform providing real estate wealth solutions to individuals and families who own legacy investment properties and other appreciated financial and capital assets. Investors use the Realized platform to transfer wealth from legacy properties and assets into passive commercial real estate portfolios — comprised of DST and QOZ investments and customized to their specific needs. To learn more, visit www.realized1031.com.