Why Don’t People Manage Their Investment Property Wealth Like They Do Their Other Assets?

Would you put all your wealth into a single investment? Or sell assets without detailed tax planning? Probably not. Yet, when it comes to investment properties, we see investors who don’t apply sophisticated wealth strategies that can help them pursue after-tax, risk-adjusted returns.

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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 may be able to bridge that gap.

Wealth Management Gap - Real Estate Investor

Need Help Managing Property Investment Complexity?

When seeking the tax benefits and potential risk-adjusted returns available with investment properties, a complex set of interdependencies should be weighted and factored*. Let our team of professionals help you or your clients build a custom real estate portfolio.

Learn more about how Realized can help support your clients

Costs associated with a real estate transaction may impact investor’s returns and may outweigh the tax benefits. All real estate investments have the potential to lose value during the life of the investment.

Investment strategies

As Your Life Priorities Shift, Does Your Investment Property Wealth Need a Review?

If you are approaching retirement or other life milestones, your investment properties may need to be sold or exchanged to meet your changing income needs, risk preferences, and investment goals. Are you considering these factors when reviewing your investment property wealth?

Unnecessary Taxes

Having a portfolio strategy for your investment properties could help you defer taxes that could undermine cash flows and risk-adjusted returns, even if you do a 1031 Exchange.* Can you meet the requirements necessary to complete a 1031 Exchange?

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 a return of their capital.

Concentration Risk

When you exchange one individual property for another, your wealth may not be diversified to manage risk tied to geography, property type, or other economic factors. Does your investment strategy allow you to exchange your wealth across different properties?

Investment Quality Risk

Some investors do not have the deep expertise to properly assess individual opportunities and Sponsors, nor the buying power to access commercial real estate. Are you able to conduct the proper due diligence before making an investment decision?

Continued Landlord Burdens

Passive property investments can remove landlord burdens that keep you away from the people and activities you love. Is now the time to move into passive property management?

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?

Get Help With Your 1031 Exchange

Some investors who complete 1031 Exchanges don’t always take full advantage of their power, which could limit their potential tax benefits, creating potential unintended risk and potentially affecting returns.

Why is Realized Different?

A wealth management strategy for your investment properties could help protect the wealth you’ve worked so hard to accumulate.

Realized Blog

Can You Do a 1031 Exchange on Raw Land?

Can You Do a 1031 Exchange on Raw Land?
February 9, 2023

Completing a 1031 exchange can be a complicated journey. There are many moving parts to the exchange process, as well as important deadlines that can’t be ...

Are Trust Funds Taxed?

Are Trust Funds Taxed?
February 9, 2023

A trust fund is set up like a traditional trust, but how it operates can be a little different. However, some trust funds look and operate like a living trust ...

Do Capital Losses Reduce Taxable Income?

Do Capital Losses Reduce Taxable Income?
February 8, 2023

If you take a loss on a stock, can that loss be used to reduce your taxable income? Reducing taxable income results in a lower tax bill, something most any ...

Realized Blog

Ready to create your customized 1031 Exchange Plan?

Register to schedule a consultation. You’ll discuss your unique scenario, learn about the Realized process, and see how your property can be transformed into a personalized real estate portfolio.

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Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized”). Securities and/or Investment Advisory Services may be offered through Registered Representatives or Investment Advisor Representatives of Realized Financial, Inc., a broker/dealer, member FINRA/SIPC, and Registered Investment Adviser ("Realized Financial"). Realized Financial is a subsidiary of Realized Holdings, Inc. ("Realized"). Check the background of this firm on FINRA's BrokerCheck.

Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

This site is published for residents of the United States who are accredited investors only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every representative listed. For additional information, please contact 877-797-1031 or info@realized1031.com.

© 2023 Realized Holdings, Inc.

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