This material is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.
Realized helps investors tax-efficiently transition their wealth from actively managed investment properties to passive interests in institutional-quality real estate.
This Investment Property Wealth Management® solution starts with a holistic 1031 Investment Plan, tailored to an individual’s unique investment and lifestyle objectives.
We begin by understanding the investor’s current 1031 exchange requirement and how it fits within their broader financial situation, goals and risk tolerance. Realized values a team approach, welcoming the investor’s advisors and family members to participate in the process to help ensure the best client outcome.
Next, a customized plan is created with the same sophistication used to manage other sources of wealth. Grounded in principles of wealth management and modern portfolio theory, our iterative approach considers liquidity and income needs, estate planning desires, risk management, and diversification in an effort to preserve wealth and maximize after-tax income.
The Plan includes an analysis of potential tax liability to help investors weigh the trade-offs of conducting a 1031 exchange versus paying tax. The Plan also provides a curated portfolio of passive investment options, designed to meet investor income objectives, subject to risk tolerance and other investment constraints.
As a steward of wealth, Realized believes in a collaborative and transparent approach to investment property wealth management.
SECURITIES DISCLOSURE
Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized Holdings”). Securities and/or Investment Advisory Services may be offered through Registered Representatives or Investment Advisor Representatives of Realized Financial, Inc. ("Realized"), a broker/dealer, member FINRA/SIPC, and registered investment adviser. Realized is a subsidiary of Realized Holdings, Inc. ("Realized Holdings"). 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 the Realized Compliance department at 512-472-7171 or info@realized1031.com.
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