Let Us Help You Manage Your Investment Property Wealth

Our goal at Realized is to help bridge the gap between investment property ownership and sophisticated wealth management. Our team of professionals can create a custom, tax-deferred investment plan to help you meet your income needs in retirement and pursue your investment goals across generations.

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Why Realized

We Are a Market Leader for Managing Investment Property Wealth Via 1031 Exchanges

*As of January 2023

I’ve been very pleased with the company’s responsiveness. Their periodic webinars are quite helpful. Having a background as an advisor in institutional real estate, it was pleasing to experience Realized’s professionalism and sense how keen and able they have been to address any concerns.

— William
No compensation was paid for these comments. These comments may not be representative of the experience of all clients. Past performance does not guarantee or indicate the likelihood of future results.

A Trusted Partner for Your Investment Property Wealth Management® Needs

Realized transforms your individual investment properties into diversified real estate portfolios. Learn more about our consultative process, due diligence experience, and tax-deferred investment strategies.

The Platform

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Our Realized Marketplace® Enables Investment Property Diversification*

The Realized Marketplace® offers a wide assortment of 1031-eligible properties, giving you the power to personalize a real estate portfolio to meet your specific investment objectives.

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Diversification does not guarantee against losses

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Real Estate Pioneers. Here to Serve You.

Realized CEO and Co-founder David Wieland launched the second-ever DST. The Realized leadership team has over 130 years of combined real estate and financial services experience, spanning over $30 Billion* in real estate and investment property transactions. We’re real estate investment professionals who leverage tax strategies that seek to deliver superior risk-adjusted returns. Now we’re here to support you with experience and personalized service, every step of the way.

Overall value defined as the aggregate purchase prices of all individual properties included in one or more customized investment property wealth management plans delivered by Realized to clients

Realized Blog Articles

REITs vs. DPPs: Similarities and Differences

REITs vs. DPPs: Similarities and Differences
April 30, 2025

Many real estate investment strategies are available to meet various needs, risk profiles, and investment goals. Two common approaches are real estate ...

1031 Exchange Rules: Vacation and Second Home ...

1031 Exchange Rules: Vacation and Second Home ...
April 29, 2025

The IRS has relatively flexible rules on what types of property qualify for a 1031 exchange or like-kind swap. However, there are a few types of real estate ...

Can Anyone Invest in a Delaware Statutory Trust?

Can Anyone Invest in a Delaware Statutory Trust?
April 28, 2025

A Delaware Statutory Trust (DST) can be an attractive investment vehicle for owning investment real estate without management headaches. Investors interested ...

Realized Blog Articles

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