Do You Have a Strategy for Your Investment Property Wealth?

Would you take on unnecessary uncertainty with your wealth? Or pay taxes when you could defer them? Certainly not. Yet when it comes to investment properties, we see investors who lack the tools and resources to apply sophisticated wealth management strategies to their real estate, potentially making the future of their lifestyle goals uncertain.

See How Realized Can Help
Equity Investments - Wealth Management Gap

Looking For Help Managing Investment Property Wealth? You’re Not Alone

According to a Harris Poll Survey, 23% of investors think their financial advisors are knowledgeable about real estate investing, and 21% of investors see real estate agents as knowledgeable about taxes. Realized believes we may be able to bridge that gap.

As Your Life Priorities Shift, Your Investment Property Wealth Should Be Reviewed

Is your investment property wealth being maximized to reach your lifestyle goals? Are you comfortable with the level of uncertainty associated with your investments? Do you have a tax management strategy in place? All of these are possible with a well-thought-out plan.

Investment strategies

Here’s how Investment Property Wealth Management Can Help You Achieve Your Goals

Defer Taxes

Are you at risk of paying unnecessary taxes?  Many people talk about a 1031 Exchange, but that is only one part of a tax strategy.  Done correctly, you should pay no taxes on the exchange, no taxes on your yearly income, and no estate tax.

Lower Your Risk

Are you taking unnecessary risks?  Risk comes from three places: the Sponsor, the property, and the deal structure. Realized works with you to analyze these risks and match the projected returns to the level of the risk you are willing to take.

Reach Your Goals

Are you ready to transition from planning for your goals to living out your goals? Let Realized help you build a plan to live out your dreams.

Realized performs a level of due diligence normally only found in large institutional real estate firms. This process is intended to weed out low-quality investments and help ensure your investment performs as expected. We aren’t a sponsor; we work for you.


Learn More about 1031 Exchanges

Some investment property owners aren’t aware of 1031 Exchanges and the tax benefits and potential returns they can support over time.

What is a 1031 Exchange?

We can help you build a wealth management strategy for your investment properties to protect the wealth you’ve worked so hard to accumulate.

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Internal Revenue Code Section 179 allows business owners to use a tax deduction for certain depreciable purchases that they would otherwise capitalize on. This ...

What Is A Preliminary Change of Ownership Report?

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California residents performing a real estate transaction will probably be familiar with the PCOR form. PCOR stands for Preliminary Change of Ownership Report. ...

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