What is Realized and how does it work?

Realized is a technology-enabled platform providing real estate wealth solutions to individuals and families who own legacy investment properties and other appreciated assets. Investors use it to move wealth from those properties into passive commercial real estate portfolios made up of Delaware Statutory Trust and Qualified Opportunity Zone investments, customized to their own needs.

Do I invest my money online with Realized?

No. The company states that the platform makes completing a 1031 exchange more efficient by processing the paperwork online, rather than by taking investments online. Professionals at the firm are available to answer questions when an investor is evaluating replacement properties.

How does Realized build an exchange plan?

It applies wealth-management principles to the investor's goals and tax situation, then develops a custom 1031 exchange plan from its curated marketplace. The plan is built from professionally managed commercial real estate diversified across property type, location, sponsor and tenant.

DST sponsors

Realized 1031

Realized is an Austin, Texas technology-enabled platform that helps owners of legacy investment property exchange into diversified portfolios of tax-deferred property interests, mainly Delaware Statutory Trusts and Qualified Opportunity Zone investments. It calls the resulting service Investment Property Wealth Management, and pitches it at investors who want to move from managing individual buildings to holding a professionally managed portfolio.

The Realized Marketplace provides access to 30-50 DSTs from over 45 sponsor companies, including large sponsors such as Inland and JLL, and what the company describes as the only SEC-reviewed DST secondary market. Advisers build a custom plan diversified across property type, location, sponsor and tenant, using tools the firm launched over time: Confidence Scores in 2022, which compare DSTs on a statistical scale built from third-party data, and Goals-Based Portfolios and Diversification Scores in 2023, built around capital preservation, income generation or growth. Paperwork is completed online, but the company is explicit that investors do not invest money online through the site.

Realized Exchange Services (RZ Exchange, LLC) facilitates forward, reverse, build-to-suit or improvement and specialty non-safe-harbor exchanges in partnership with Accruit, using the Exchange Manager Pro workflow technology, with staff attorneys, CPAs and Certified Exchange Specialists involved. Securities and investment advisory services are offered through Realized Financial, Inc., a broker-dealer, member of FINRA and SIPC and a registered investment adviser; Realized1031.com is operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc.

Realized Holdings was founded in Austin in 2015, the marketplace launched in 2016 and qualified intermediary services were added in 2024. The company reports 1400+ investment plans created and $1.0 billion of real estate transactions on its platform. The site is published for US accredited investors only, alternative investments are illiquid and sold by prospectus, and availability depends on the state a representative is registered in — all of which should be confirmed before an exchange deadline is running. The office is at 500 W 13th Street, Austin.

Best for

Accredited investors selling an investment property who want a passive, diversified DST portfolio instead of a single replacement building, and who accept illiquid securities. Not for buyers who want to own a specific asset.

What they do

DST portfolio construction for 1031 exchanges
DST marketplace access across sponsors
Qualified Opportunity Zone investments
Qualified intermediary and exchange facilitation
Reverse and improvement exchanges
DST secondary market access
Annual portfolio reviews and account management
Capital gains tax and 1031 education resources

Details

Attribute	Value
Founded	2015
Ownership	Subsidiary
Licenses	Realized Financial, Inc. — broker-dealer, member FINRA/SIPC, Realized Financial, Inc. — registered investment adviser
Memberships	Better Business Bureau rating: A+

What stands out

Marketplace provides access to 30-50 DSTs from over 45 sponsor companies, including Inland and JLL.
Reports 1400+ investment plans created and $1.0 billion of real estate transactions on the platform.
Founded in Austin in 2015; the marketplace launched in 2016 and qualified intermediary services were added in 2024.
Securities and advisory services run through Realized Financial, Inc., a broker-dealer, member of FINRA and SIPC, and a registered investment adviser.
Exchange facilitation is delivered with Accruit using its patented Exchange Manager Pro workflow technology.

Common questions

What is Realized and how does it work?: Realized is a technology-enabled platform providing real estate wealth solutions to individuals and families who own legacy investment properties and other appreciated assets. Investors use it to move wealth from those properties into passive commercial real estate portfolios made up of Delaware Statutory Trust and Qualified Opportunity Zone investments, customized to their own needs.
Do I invest my money online with Realized?: No. The company states that the platform makes completing a 1031 exchange more efficient by processing the paperwork online, rather than by taking investments online. Professionals at the firm are available to answer questions when an investor is evaluating replacement properties.
How does Realized build an exchange plan?: It applies wealth-management principles to the investor's goals and tax situation, then develops a custom 1031 exchange plan from its curated marketplace. The plan is built from professionally managed commercial real estate diversified across property type, location, sponsor and tenant.