Realized bridges the gap between investment property ownership and sophisticated wealth management, to help you meet your income needs in retirement and achieve your investment goals across generations.
Investment property wealth management plans delivered to Realized clients.
Overall value of investment properties included in clients' Realized Portfolios™
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
Realized transforms your individual investment properties into diversified, Tax-Optimized Real Estate® portfolios, customized to your unique income needs, risk appetite, and investment goals.
Realized Marketplace™ offers a wide assortment of premium, diversified, 1031-eligible property interests, giving you the power to personalize an investment property wealth solution to your specific objectives.
The Realized 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 leaders, who pioneered sophisticated tax strategies that seek to deliver superior risk-adjusted returns. Now we’re here to support you with expertise 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 plan delivered by Realized to clients