Realized is a FinTech platform that enables high-net-worth families to convert legacy real estate into passive income through Delaware Statutory Trusts (DSTs) and 1031 exchanges, minimizing capital gains and estate taxes. The platform provides tailored investment strategies that transform active property management into a diversified portfolio of commercial real estate investments.
Funding
$7.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
CVFounders
Product
Problem
High-net-worth individuals often face challenges in converting legacy real estate holdings into passive income streams while minimizing capital gains and estate taxes. Managing investment properties can be time-consuming and complex, diverting attention from broader wealth management strategies. A lack of diversification in real estate portfolios can also expose investors to unnecessary risk.
Solution
Realized is a FinTech platform that facilitates the transition from active property management to passive, diversified portfolios of commercial real estate investments through Delaware Statutory Trusts (DSTs) and 1031 exchanges. The platform provides tailored investment strategies designed to minimize capital gains and estate taxes, transforming investment properties into professionally managed, institutional-quality real estate portfolios. Realized offers access to a marketplace of DST replacement properties from various sponsor companies, including an SEC-reviewed DST secondary market. By leveraging 1031 Exchanges and other tax-efficient wealth-building strategies, Realized aims to maximize after-tax income, preserve capital, and build generational wealth for its clients.
Target Audience
Realized primarily serves high-net-worth families and accredited investors seeking to convert investment properties into passive income streams while minimizing tax liabilities. The platform also caters to financial advisors, broker-dealers, real estate agents, and certified public accountants looking to offer comprehensive real estate wealth management solutions to their clients.
Features
- Access to a marketplace of 30-50 DSTs from over 45 sponsor companies
- Facilitation of 1031 exchanges to defer capital gains taxes
- Custom investment plans tailored to specific financial goals
- Diversification of real estate portfolios to mitigate risk
- Tax-efficient strategies to minimize capital gains and estate taxes
- Access to a secondary market for DST interests
- Educational resources on DSTs, Qualified Opportunity Zones (QOZs), and Tenants-in-Common (TIC) investments