Realized Holdings
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
400 W 15th St Ste 700, Austin, Texas, 78...Phone Number
(877) 797-1031Website
www.realized1031.comRevenue
$5.5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
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ZI Rank
3
2
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1
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2
About Realized Holdings
Realized specializes in 1031 exchange marketplace services that offer diverse portfolios of tax-deferred property interests, including DST, TIC, and NNN investment properties. They provide wealth management solutions that help clients transition from managing investment properties to managing their overall wealth, focusing on creating passive and diversified portfolios. Aimed at sophisticated investors, their services assist in navigating investment property wealth while minimizing taxes and achieving lifestyle goals. Realized also offers resources to educate clients about DSTs and other investment strategies to meet their specific financial objectives.Explore more
Realized Holdings Org Chart
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Realized Holdings financials insights
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2019
Series A
$6M
2020
Debt
$350K
Realized Holdings Tech Stack
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Product Launch
Product Launch, Product Management, Real Estate
Realized Holdings News & Media
Realized® Launches ‘Turn-Key’ Investment Property Wealth Management® Service for Wealth Advisors to Offer Clients
AUSTIN, Texas--(BUSINESS WIRE)--As more wealth advisors seek new ways to expand their practices and better serve clients’ evolving needs, including the integration of real estate investments with tax-optimized strategies, Realized today announced that it will launch an end-to-end platform for wealth advisors (and fiduciaries) to better manage investment property wealth. This platform can help advisors incorporate curated portfolios of commercial real estate (CRE) investments as part of their loRealized® Launches Expanded Commercial Real Estate Wealth Management Capabilities and Investing for Wealth Advisors, Individuals
AUSTIN, Texas--(BUSINESS WIRE)-- #1031exchange--Realized today announced a series of enhancements. The new features, which include predictive statistical analysis, rely on expanded levels of commercial-grade data and technology to help create more informed decisions when constructing customized portfolios of commercial real estate (CRE) investments. Alternative investments, like commercial real estate, are projected to reach $23 trillion by 2026 as investors increasingly look for alternatives toRealized® Underscores Commitment to Transform How Real Estate Investors Manage Wealth, Launches Client Portal
AUSTIN, Texas--(BUSINESS WIRE)--Realized Client Portal ReleaseKay Properties, a Leading Delaware Statutory Trust Real Estate Investment Firm that operates the www.kpi1031.com marketplace where investors can view 1031 and DST investments from over 25 DST sponsor companies and operators, Announces Another Custom 1031 Exchange Offering Has Gone Full-Cycle to Deliver Solid Returns for Investors
The Kay Properties' custom multifamily 1031 investment offering in Charleston, SC successfully goes full cycle. * Key Highlights: Kay Properties & Investments custom 1031 exchange multifamily offering in Charleston, SC - exclusively available to Kay clients - goes full-cycle at solid...
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Realized specializes in 1031 exchange marketplace services that offer diverse portfolios of tax-deferred property interests, including DST, TIC, and NNN investment properties. They provide wealth management solutions that help clients transition from managing investment properties to managing their overall wealth, focusing on creating passive and d... Read More
