Realized (company)

From Wikitia
Jump to navigation Jump to search
Realized, Inc.
Private
Industry
  • Real estate
  • Financial services
  • Technology
Founded2015
HeadquartersAustin, TX
Key people
David Wieland (CEO)

David Dahill (CFO) Drew Reynolds (CIO)

Rob Johnson (CRO)
ServicesReal estate investment portfolio construction
SubsidiariesThornhill Securities, Inc. (TSI), Realized Direct
WebsiteRealized1031.com

Realized, Inc. (also referred to as Realized) is a technology-enabled platform providing real estate wealth solutions to individuals and families that own investment properties.[1] The company is based in Austin, Texas.[2]

Investors use the Realized platform to transfer wealth from direct properties and assets into Internal Revenue Code section 1031|1031 exchange-eligible, passive commercial real estate portfolios comprised of Delaware statutory trust (DSTs), UPREIT, and Qualified Opportunity Zone (QOZ) investments.[3][4] By leveraging 1031 exchanges, Realized helps clients defer capital gains taxes and invest funds into portfolios of passive real estate solutions.[3]

Realized owns an in-house Broker / Dealer, known as Thornhill Securities, Inc. (TSI). As a brokerage firm, TSI is regulated by FINRA.[5]

The company's Realized Direct division supports investors who are interested using 1031 exchanges in their direct property investment.[6]

References

  1. "A Guide to 1031 Exchanges". U.S. News & World Report. 19 February 2021.{{cite web}}: CS1 maint: url-status (link)
  2. "Platform Offers Peace of Mind With Smoother 1031 Process". Globe St. 19 August 2016.{{cite web}}: CS1 maint: url-status (link)
  3. 3.0 3.1 "A New Approach for Real Estate Diversification". WealthManagement.com. 23 June 2020.{{cite web}}: CS1 maint: url-status (link)
  4. "Investors Explore UPREITs as Alternative to 1031s". WealthManagement.com. 14 June 2021.{{cite web}}: CS1 maint: url-status (link)
  5. "BrokerCheck - Find a broker, investment or financial advisor". brokercheck.finra.org. Retrieved 2021-10-13.
  6. "Realized Boosts Direct Property Investing Division with Offerd". Connect Texas. 23 February 2021.{{cite web}}: CS1 maint: url-status (link)

External links

Add External links

This article "Realized (company)" is from Wikipedia. The list of its authors can be seen in its historical. Articles taken from Draft Namespace on Wikipedia could be accessed on Wikipedia's Draft Namespace.