Realized Employee Directory

Real EstateUnited States11-50 Employees

Realized®bridges the gap between real estate and traditional wealth management through its cutting-edge WealthTech platform, empowering financial advisors and their clients to manage investment property wealth with the same sophistication as traditional asset classes. Traditional wealth management often overlooks real estate, while real estate lacks a structured, goals-based approach—Realized solves this disconnect by providing financial advisors with a scalable, tech-driven solution.

Our open-architecture technology platform delivers an end-to-end solution, combining advanced risk analytics, deep tax knowledge, and goals-based portfolio construction to help investors efficiently transition from active property ownership to professionally managed, institutional-quality real estate portfolios. Using sophisticated algorithms, rigorous due diligence, and historical market data, we employ 1031 Exchanges and other tax-efficient wealth-building strategies to maximize after-tax income, preserve capital, and build generational wealth.

Realized provides high-quality research and in-depth tax expertise, enabling financial advisors to seamlessly integrate held-away investment property into their clients’ broader wealth management strategies. By equipping advisors with the tools to efficiently manage investment property wealth, Realized helps them enhance portfolio diversification, expand AUM, and differentiate their firms.

With Baby Boomers holding approximately $6.4 trillion in investment property equity, Realized leverages cutting-edge technology, institutional-grade due diligence, and sophisticated tax strategies to unlock investment property as a strategic asset class for long-term financial success.

Discover how Realized is transforming investment property wealth management at www.realized1031.com.

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