Realized Puts You in Control of Managing Your Investment Property Wealth

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.

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


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



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

Realized transforms your individual investment properties into diversified, Tax-Optimized Real Estate® portfolios, customized to your unique income needs, risk appetite, and investment goals.

The Platform

Our Industry-leading Realized Marketplace™ Enables Diversification With Premium Property Interests

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.

Explore Realized Marketplace™



Pioneering Real Estate Leaders. Here to Serve You.

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