In an effort to help investors meet their income needs in retirement, manage their risk, and preserve their property wealth across generations — all while managing investment property wealth like they do other investments, Realized, a technology-enabled platform that provides Investment Property Wealth Management™(IPWM), today announced the launch of Realized Direct. The new division enables direct investments in individual real estate properties and builds on the company’s existing offering that provides individuals with access to securitized investment portfolios of institutional quality real estate.
Through this breadth of offering – individual properties and portfolios – people have access to a host of investment options that can fit their diversified investment strategies in an effort to maximize risk adjusted returns.
“Realized Direct is a natural extension of Realized’s traditional business. Investors can now use institutional quality tools and insights to select DST and direct properties. By adding the capabilities of Realized Direct, we are responding to the feedback of our investor clients who want the optionality of including direct property as part of their overall IPWM solution,” David Wieland, Realized Founder and CEO.
A Delaware Statutory Trust (DST) is a separate legal entity that a number of investors own a beneficial interest in and, in turn, own the underlying property. Ownership in a DST is considered real property and subject to all the same benefits as owning physical property.
How Realized Strives to Empowers Individual Investors
Through its innovative real estate technology platform that using sophisticated tools and risk management traditionally only available to large commercial real estate and institutional investors, Realized is able to source, evaluate, construct and manage high quality diversified portfolios and stand-alone options of commercial and residential real estate specifically curated for individual investors.
Realized’s offering enables individual investors that are selling any size property to easily diversify their holdings by investing into multi-million-dollar real estate portfolios sponsored by some of the nation’s top real estate companies. For direct property investments, Realized Direct targets the same ease and simplicity clients have come to expect from the Realized Marketplace.
Realized Direct offers 1031 exchange qualified single-investor joint ventures with institutional operating partners, high credit and NNN properties as well as pre-packaged, turnkey single-family rental homes managed by some of the largest operators in the country. During tight timelines, such as during a 1031 exchange, Realized Direct delivers completed or streamlined due diligence packages based on the most sophisticated standards. Realized Direct also offers off-market, custom designed and professionally managed properties.
Realized recognizes that due diligence is difficult for the individual investor, especially when comparing multiple offerings, and that there is meaningful execution risk associated with any 1031 exchange. Through Realized’s comprehensive due diligence process, as with Realized’s current marketplace offerings, Realized Direct clients will be able to choose the property that’s right for them and help manage the associated risks.
“With over 150 years of combined real estate experience, the Realized team aims to create an environment enables investors to meet their real estate and investing goals, “said Drew Reynolds, Chief Investment Officer at Realized. “The Realized Direct offering adds additional flexibility and options for clients managing their Investment Property wealth.
For more information on Realized Direct, visit www.realizeddirect.com
About Realized Holdings
Realized Holdings is a technology-enabled platform providing Tax-Optimized Real Estate™ wealth solutions to families that own legacy investment properties and other appreciated financial and capital assets. Investors use the Realized platform to tax-efficiently transfer wealth from legacy properties and assets into passive commercial real estate portfolios customized to their specific needs. To learn more, visit http://www.realized1031.com.
Securities Disclosure
Realized is operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized”). Equity securities offered on this website are offered exclusively through Thornhill Securities, Inc., a registered broker/dealer and member of FINRA/SIPC (“Thornhill”). Investment advisory services are offered through Thornhill Securities, Inc., a registered investment advisor. Realized Holdings, Inc. has a minority ownership interest in Thornhill Securities, Inc. Check the background of this firm on FINRA’s BrokerCheck.
Investing in alternative assets such as Qualified Opportunity Funds or Delaware Statutory Trusts involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. An investor should consult with his/her tax advisor prior to investing.
Investments made through Realized Direct are not securities, they are direct real estate property purchases.
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