Research and analysis are integral parts of any investment strategy, but it takes experience to fully understand the complex markets and tax implications associated with real estate, 1031 Exchanges and DST investments. A 1031 Exchange can be a major financial decision to make on a relatively short timeline. We believe that access to a timely and robust research and due diligence process is an important, though often overlooked, component to a DST investment decision.
The rigorous research and due diligence process at Realized is centered around leveraging third-party research, our proprietary technology, and our team’s experience to help guide investors through this process.
Realized evaluates four key factors when reviewing an offering:
The first step in our process is reviewing the Sponsor, which includes vetting the Sponsor’s prior real estate experience and past performance, reviewing the Sponsor’s financials, regulatory or legal disclosures associated with the Sponsor, and more.
Next, we perform due diligence on the real estate, which entails reviewing the property’s physical condition, the tenant credit and lease terms, its performance history, and comparisons to similar properties. Market and sub-market factors are also considered to assess geographic risk and growth opportunities.
Once the Sponsor and property have been evaluated, we consider the offering’s upfront and ongoing fee structure; projected investor returns versus projected sponsor compensation; the offering’s assumptions and projections against third-party data; and more to analyze the deal’s investment structure.
Finally, we review an offering’s fit relative to a client’s specific investment objectives, goals, and risk tolerance.
At Realized, we’re committed to finding investment solutions that are built with the customer in mind. Our experienced team of professionals is here to help you manage your investment property wealth with the same tools and sophistication as other forms of wealth management.
Investment Property Wealth Management, from Realized. Designed with your future in mind.