Realized Information

Realized® bridges the gap between investment property and traditional wealth management through an end-to-end WealthTech platform built for financial advisors and their clients. The firm enables advisors to manage investment property wealth with the same sophistication and rigor applied to traditional asset classes, bringing historically held-away investment property into comprehensive wealth management. Through its Investment Property Wealth Management® (IPWM®) platform, Realized provides the infrastructure to plan, construct, execute, and manage tax-efficient investment property portfolios throughout their lifecycle. The open-architecture platform combines goals-based portfolio construction, proprietary risk analytics, investment research and due diligence, transaction execution, integrated compliance, reporting, and ongoing portfolio servicing. To date, investors have acquired more than $2.1 billion of real estate through the platform using tax-efficient exchange strategies. Realized applies proprietary risk models, historical market and investment data, and deep tax and real estate expertise to help advisors and their clients evaluate investment opportunities and construct diversified, professionally managed portfolios aligned with each investor’s goals, risk tolerance, and tax situation. The platform supports strategies including 1031 Exchanges and 721 Exchanges, while providing access to institutional-quality real estate investments and secondary-market capabilities that may provide greater optionality in an otherwise illiquid asset class. For financial advisors and wealth management firms, Realized provides a scalable, turnkey way to uncover held-away wealth, expand wallet share, grow AUM, and deepen client relationships without requiring advisors to build specialized investment property expertise and infrastructure themselves. Baby Boomers hold ~$8.6 trillion in investment property equity—nearly all outside traditional wealth manager control.