Turning Privately Held Real Estate into a Passive Real Estate Portfolio

Recorded Wednesday, February 14th, 2024

In this webinar, we’ll cover:


The 1031 Exchange – A Systematic Wealth Management Tool 2024

Recorded Wednesday, January 17th, 2023

In this webinar, we'll cover:
  • Overview of Realized and the solutions we offer
  • The basics of a 1031 Exchange and ...

Webinar: How To Treat Your DSTs During Tax Season 2023

Recorded Wednesday, December 13th, 2023

Investors know that tax management strategies can be important to real estate investing over the long term. In this ...


Potential Benefits of a 1031 Exchange and the Simplicity of a DST with Inland

Recorded Thursday, November 16th, 2023

This webinar provides an overview of the IRS Section 1031 Exchange. It also summarizes the concept of ‘like-kind’ real ...


DST 103: Building a DST Portfolio

Recorded Wednesday, October 25th, 2023

In this webinar we’ll cover...

  • The importance of understanding your risk preferences.
  • Our approach to goals-based ...

DST 102: How to Evaluate a DST Investment

Recorded Wednesday, September 20th, 2023

In this webinar we’ll cover...


DST 101: Introduction into Delaware Statutory Trusts

Recorded Wednesday, September 6th, 2023

In this webinar we’ll cover...

  • An overview of Delaware Statutory Trusts and how they work. 
  • The potential advantages ...

Understanding Due Diligence: A Look Into How We Analyze Investment Opportunities 2023

Recorded Wednesday, July 19th, 2023

In this webinar, we’ll cover:

  • An overview of the Realized® due diligence methodology
  • How we conduct property level analysis

Incorporating Investment Property Wealth into Your Advisor Practice

Recorded Wednesday, May 10th, 2023

As more individuals seek alternative investment vehicles and tax-advantaged strategies, wealth advisors can manage ...


Potential Benefits of a 1031 Exchange and the Simplicity of a DST

Recorded Wednesday, January 18th, 2023

This webinar provides an overview of the IRS Section 1031 Exchange. It also summarizes the concept of ‘like-kind’ real ...


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