Realized strives to put You in Control of Managing Your Investment Property Wealth

Realized’s goal is to help bridge the gap between investment property ownership and sophisticated wealth management, to help you meet your income needs in retirement and pursue your investment goals across generations.

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

1,000+

Investment property wealth management plans delivered to Realized clients.*

$10B+

Overall value of investment properties included in clients' Realized Portfolios™ *

As of 12/31/2020

I can’t stress enough how important it is to have a knowledgeable and well-connected DST professional on your team during a sensitive 1031 transaction.

— Rik
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.

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An End-to-End Solution For Your Investment Property Wealth Management™ Needs

Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals.

The Platform

Our Realized Marketplace™ Enables Diversification With Investment Property Interests

Realized Marketplace™ offers a wide assortment of diversified, 1031-eligible property interests, giving you the power to personalize an investment property wealth solution to your specific objectives.

Explore Realized Marketplace™

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Real Estate Pioneers. Here to Serve You.

The Realized CEO launched the second-ever DST and the team has over 120 years of combined real estate and financial services leadership 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