The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities.
I'm Doing a 1031 Exchange, and I Need Some Help.
I'm selling investment property, and I plan to do a 1031 exchange, but I'd like a professional to help me through this complicated process.
Realized is a market-leading platform for investment property wealth management via 1031 exchanges, our goal is to enable you to seamlessly exchange properties for diversified portfolios of passive property interests, tailored to your unique needs and investment goals.
I’m Tired of Being a Landlord.
As I head into retirement, I want to stop being a landlord, so I can spend my time with family and doing activities I love. I’m considering a shift into more passive property investments, so I have the freedom to enjoy life.
With a Realized 1031 exchange, the investment properties you manage directly can be exchanged - to the dollar - for a passive portfolio of diversified property interests, to pursue your retirement income needs, risk profile, and investment goals.
I’m Planning For Retirement and I’m seeking to revise my Income sources.
With retirement approaching, I want to transition my real estate investment strategy from equity accumulation to income streams and cash flow distributions*.
When your investment priorities shift, Realized can help you execute a transformation of your property holdings. With Realized, you can exchange individual properties for a passive portfolio of diversified property interests, tailored to your retirement income needs and other investment objectives.
The actual amount and timing of distributions paid by programs is not guaranteed and may vary. There is no guarantee that investors will receive distributions or return on their capital.
I’ve Inherited Property, How Do I Make the Most of It?
I’ve inherited an investment property, but I don’t know what to do with it. What are some options that I may be able to enhance the impact that my inherited asset will have on my family’s future wealth?
With a Realized 1031 exchange, you can transform that single inherited property into a diversified real estate portfolio, which could help reduce concentrated risk and aligning your investment property holdings to your family’s unique financial goals.
I Want to tailor My Portfolio to seek Targeted Risk-Adjusted Returns.
Investment properties are my primary professional focus and income driver, but I need a partner to help me tune my portfolio as my strategy and goals evolve.
Realized 1031 exchanges goal is to make it easy to fine-tune your portfolio, so you can efficiently match your property interests with your evolving investment goals, risk preferences, income needs, or targeted after-tax, risk-adjusted returns.
I’m Selling My Business with Real Estate Assets.
I’m selling a business that includes significant real estate assets, and I want to capture the maximum tax benefits from this transaction.
Realized will help you re-deploy property-related proceeds from a business sale into a portfolio of investment property interests, to help you manage your overall transaction-related tax exposure, while diversifying your investment property wealth.
I’m Doing Legacy Planning & Weighing Generational Wealth Transfer Options.
I want to protect the interests of my heirs, while empowering them to manage their investment property wealth based on their individual needs and goals.
With Realized 1031 exchanges, you can exchange existing holdings for diversified portfolios that are divisible across beneficiaries, who can then customize their portfolio shares based on their own goals for post-tax, risk-adjusted returns.
I Need to Reduce My Tax Exposure on a Pending Investment Property Sale.
I’m late in the process of selling an investment property, but I’m just now understanding my tax exposure. Help me make the most of this transaction.
With Realized, you can quickly and easily align your pending sale to a 1031 exchange, transforming that asset into a diversified portfolio of property interests, tailored to your risk preferences and overall investment goals.
I Need to Provide Optionality to Multiple Property Stakeholders.
My investment property is owned and managed by a central entity with multiple stakeholders - like a family trust or business partnership. How can we enable each party to create and optimize individual wealth strategies with their share of the proceeds?
Realized can help your entity to exchange properties for portfolios of professionally managed property interests. Shares of those portfolios can then be distributed to individual stakeholders, giving each full control of managing their own property wealth.
Managing Risk Exposure on Existing Investments.
My properties perform well, and my landlord burdens are manageable. I’m just worried that my risk is too concentrated. I want to diversify my investments without sacrificing the performance of my holdings.
You may have more risk when your holdings are overly concentrated in a single sponsor, geography, or property type. Realized 1031 exchanges can help you replace individual holdings with portfolios of diversified property interests, tailored to your specific income goals and targeted risk-adjusted returns.
I Need A Backup Strategy for My 1031 Exchange.
I have a property picked out for my 1031 Exchange, but I need a backup plan if it falls through. I’d like to add a few simple options on my 1031 forms just in case.
Realized helps to create a substitute option for your pending exchange. A Realized Solution Consultant can help you assemble a portfolio of 1031-eligible property interests – matched to the exact dollar amount - that you can use as a back-up in your process.
