Realized Holdings

Realized is the first WealthTech platform for Tax-Optimized Real Estate™. Investors use Realized to tax-efficiently diversify their real estate holdings with passive income portfolios suited to their investment and lifestyle goals. As families and their investment properties age, landlord duties, income volatility, and upkeep become a burden. Despite the desire, selling legacy properties typically results in massive tax liabilities. While 1031 "like-kind"​ exchanges may defer capital gains taxes, these transactions alone are far from a wealth solution for most older families, particularly those with multiple properties. Investors are no longer alone! With Realized, you access one-on-one support from a team of commercial real estate experts to help evaluate and implement a wealth solution for your legacy rental properties. Our intuitive platform 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 and income. Visit the Realized Marketplace to explore options to defer or eliminate capital gains taxes with Delaware Statutory Trusts (DST) and Opportunity Zone Funds (OZ Funds) options. The Realized Marketplace is also the missing link for preeminent real estate owner/operators seeking programmatic access to 1031 capital.