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


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 I Need a Financial Planner After I Retire?

September 24, 2022

We’ve written a great deal about financial planning, especially regarding retirement. Many financial planners are dedicated to retirement strategies, helping ...

Who Can Do a 1031 Exchange?

September 23, 2022

A 1031 exchange is a tool that real estate investors sometimes employ intending to defer payment of capital gains taxes. By doing so, they can reinvest the ...

Realized Blog