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.

Schedule A Consultation
Why Realized

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

*As of January 2023

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

why-body-monitor commercial building

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.

Explore Realized Marketplace®

Diversification does not guarantee against losses

why-body-tablet

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 Articles

What Is a 99-5 Transaction?

What Is a 99-5 Transaction?
June 17, 2024

A “99-5” refers to IRS Revenue Ruling 99-5, which discusses the federal income tax consequences of a transaction that involves changing a single-member LLC ...

What is a Distribution From a Retirement Plan?

What is a Distribution From a Retirement Plan?
June 14, 2024

A distribution from a retirement plan occurs when the account owner withdraws money from the retirement account. Depending on the retirement plan, the IRS can ...

Realized Blog Articles

Schedule A Consultation

Ready to Learn More?

Contact us to see whether this type of investment can meet your objectives.

By providing your email and phone number, you are opting to receive communications from Realized. If you receive a text message and choose to stop receiving further messages, reply STOP to immediately unsubscribe. Msg & Data rates may apply. To manage receiving emails from Realized visit the Manage Preferences link in any email received.