Realized® Underscores Commitment to Transform How Real Estate Investors Manage Wealth, Launches Client Portal

Innovative tool coupled with customized investment strategies bring dynamic solutions to real estate investment historically only available for wealth management industry

AUSTIN, Texas, November 16, 2022–(BUSINESS WIRE)–Realized, a leading provider of Investment Property Wealth Management®, today launched their client portal, which enables individuals and their wealth managers to actively monitor investment performance as part of a holistic wealth management strategy.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20221116005232/en/

Client Portal Detail (Graphic: Business Wire)

The Realized client portal provides detailed information about a client’s real estate holdings at the portfolio and individual investment levels. The portal allows Realized clients to see all their investment information in one place instead of forcing them to access it across multiple investment portals per Sponsor. It specifically tracks the performance of an investment plan that was created by Realized to meet a client’s unique retirement income needs, risk profiles, and goals for risk-adjusted returns.

Some of the information found in the client portal includes:

  • Access to Sponsor-provided performance reports for any Delaware Statutory Trust (DST) investments the client holds, including distribution rates and comparisons of those rates against Sponsor projections

  • Interactive graphs that show projected versus actual distribution rates per month, quarter, or year

  • Updates on liquidation events, such as a Sponsor listing a property for sale, a property going under contract, or a DST being partially or fully liquidated

  • General details about the DST, including Sponsor information, details on the surrounding location, and exit fees

  • Geographic breakdown of portfolios by property type

A DST, or Delaware Statutory Trust, is a real estate investment vehicle that enables investors to purchase fractional interests of large commercial real estate assets. Realized has established partnerships with 43 trusted Sponsors that create the DSTs used to build individualized portfolios of commercial real estate for Realized clients.

David Wieland, CEO and co-founder of Realized, said, “We are motivated to consistently elevate how investment property owners manage their wealth. The release of our client portal is a demonstration of our commitment to innovation and industry leadership to continuously raise the bar in terms of services and transparency to clients and their advisors.”

“Our platform leverages risk management and proprietary data needed to build and manage portfolios that reduce tax implications while helping to maximize potential returns,” said Rob Johnson, head of wealth management at Realized. “In short, we deliver the knowledge, technology, and information to guide clients and their advisors through the entire real estate investment process with an eye toward maximizing investment property value, generating passive income, and protecting the wealth that many have spent a lifetime building.”

Andy Steckiel, chief product officer at Realized, continued, “Our new client portal builds on our existing, dynamic platform by further integrating technology and data into the real estate investing equation. When paired with Realized’s customized investment strategies, we believe we’ve created a wealth management experience that is second to none and a critical element in providing an enhanced, holistic view of performance as part of a broader investment strategy.”

About Realized Holdings
Realized Holdings is a technology-enabled platform providing real estate wealth solutions to individuals and families that own legacy investment properties and other appreciated financial and capital assets. Investors and their advisors use the Realized platform to transfer wealth from legacy properties and assets into passive commercial real estate portfolios — comprised of DST and QOZ investments and customized to their specific needs. To learn more, visit www.realized1031.com.

Securities Disclosure
Equity securities offered on this website are offered exclusively through Realized Financial, Inc., a registered broker/dealer and member of FINRA/SIPC . Investment advisory services are offered through Realized Financial, Inc., a registered investment adviser. Realized Financial, Inc., is a wholly owned subsidiary of Realized Holdings, 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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20221116005232/en/

Contacts

Media
Amanda Wells
awells@sloanepr.com
212.446.1863

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