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 May 2022

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

Do Capital Losses Reduce Taxable Income?

Do Capital Losses Reduce Taxable Income?
February 8, 2023

If you take a loss on a stock, can that loss be used to reduce your taxable income? Reducing taxable income results in a lower tax bill, something most any ...

What is a Multi-Asset Exchange?

What is a Multi-Asset Exchange?
February 8, 2023

Completing a 1031 exchange often means navigating a twisting, turning road that’s often fraught with speed bumps.

Are You Having These Three Conversations About Real ...

Are You Having These Three Conversations About Real ...
February 7, 2023

Financial advisors rarely discuss the potential benefits of investing in real estate with their clients. The reason is twofold: outside of investing in ...

Realized Blog

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