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Growth mode FinTech platform providing wealth solutions for legacy investment properties.

Growth mode FinTech platform providing wealth solutions for legacy investment properties.

The first WealthTech platform for tax-optimized real estate investment, investors use Realized to diversify their real estate holdings with passive income portfolios suited to their investment goals.

As families and their investment properties age, landlord duties, income volatility, and upkeep become a burden. Selling legacy properties typically results in massive tax liabilities. While 1031 "like-kind"​ exchanges may defer capital gains taxes, these transactions alone are not a wealth solution, particularly for families with multiple properties.

Realized provides personalized support from our commercial real estate experts to help evaluate and implement a wealth solution for legacy rental properties. Our marketplace of Delaware Statutory Trusts (DST) and Opportunity Zone Funds (OZ Funds) options offers opportunities to buy and sell equity ownership interests in commercial real estate and diversified custom portfolios that minimize taxes and may offer predictable, passive income

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