Realized

Financial ServicesTexas, United States11-50 Employees

Realized® bridges the gap between investment property and traditional wealth management through a WealthTech platform built for financial advisors and their clients. The firm helps advisors manage investment property wealth with the same sophistication and rigor applied to traditional asset classes, using end-to-end solutions rather than one-off transactions.

The open-architecture platform delivers an Investment Property Wealth Management® (IPWM®) experience, combining advanced risk analytics, deep tax knowledge, and goals-based portfolio construction to help investors transition from actively managed properties into diversified, professionally managed, institutional-quality real estate portfolios. To date, investors have acquired nearly $2 billion of real estate through the platform using tax-efficient exchange strategies. A proprietary risk engine, rigorous due diligence, and historical market data support the use of 1031 Exchanges, 721 Exchanges, and other tax-efficient strategies to pursue after-tax, risk-adjusted outcomes such as income, capital preservation, and long-term wealth planning.

Realized also provides research, education, and tax-aware guidance so that financial advisors can incorporate held-away investment property into their clients’ broader wealth management strategies. By equipping advisors with scalable, turnkey solutions — including planning support, portfolio reporting, and a secondary market that may help investors pursue optionality in an otherwise illiquid asset class — the firm helps enhance diversification, grow AUM, and differentiate advisory practices.

With Baby Boomers holding an estimated $8.6 trillion in investment property equity, much of it unmanaged, Realized leverages technology, institutional-grade due diligence, and sophisticated tax strategies to unlock investment property as a strategic asset class within modern wealth management.

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