Realized® Appoints Stephanie Elliott as President of Realized Financial, a subsidiary of Realized Holdings

Wealth Management Industry Veteran to Lead Company’s Work with Regulators, Advisory Community

AUSTIN, TEXAS, Oct. 12, 2022 – Realized, a leading provider of Investment Property Wealth Management®, announced today that Stephanie Elliott has joined as President of its dually registered broker-dealer/RIA subsidiary Realized Financial, reporting directly to Realized CEO David Wieland. This appointment underscores the company’s commitment to the wealth management community and its focus on equipping both investment property owners and their advisors with the technology needed to manage their real estate wealth through direct ownership of investment properties and securitized real estate investments.

Realized uses technology to help bridge the gap between investment property ownership and sophisticated wealth management by increasing accessibility to professionally managed, 1031 exchange-eligible, and diversified investment property portfolios, including DSTs (Delaware Statutory Trusts).

Elliott will play an integral part in introducing the Investment Property Wealth Management® platform developed by Realized to the broker/dealer and investment advisory community at large. In this effort, she will liaise with regulatory agencies such as FINRA, the SEC, and State regulatory bodies to help them understand Realized’s proprietary tools and analytics. These tools assist in evaluating DSTs and QOZs, constructing long-term portfolios, as well as managing and building long-term wealth.

“Stephanie brings over 20 years of experience helping individuals build wealth and developing strategies to enhance investment portfolios across various market conditions. She has a deep understanding of the advisor/client relationship, which will be infinitely valuable for Realized Financial as we continue our focused push on the merits of DSTs and using modern portfolio theory to manage investment property wealth,” said Wieland. “We are excited about the opportunities that lie ahead for the company and welcome her to the team.”

“Realized is filling an important need in the investment strategy spectrum at the intersection of wealth building and real estate portfolio offerings,” says Elliott. “It is building a robust and powerful platform that I believe will be a critical tool in every wealth manager’s arsenal before too long. Realized is bringing transparency and objective analysis to the DST industry, and my focus will be to help the industry better understand the unique tax implications and diversification abilities that stem from DSTs and the value these diversified portfolios can bring to an individual’s investment strategy.

“I am thrilled to join the team and to help this exciting, young company continue to grow.”

Prior to joining Realized, Elliott was the President and CEO at Chapin Davis Inc., responsible for leading the wealth management workstreams across client portfolios and building out long-term strategies and offerings to help clients build their wealth. She received her undergraduate degree in Business Administration from the University of Baltimore.

About Realized Holdings

Realized Holdings is a technology-enabled platform providing real estate wealth solutions to individuals and families that 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.

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