Realized Holdings Inc, based in Austin, TX, offers a range of services in the realm of investment property wealth management. They specialize in helping individuals transition from managing investment properties to crafting passive, diversified portfolios designed to minimize uncertainty and tax implications. Realized aims to assist clients in realizing their lifestyle goals through strategic financial planning.
With a focus on Investment Property Wealth Management®, Realized provides a unique approach to managing wealth by converting investment properties into a diversified portfolio of commercial real estate investments. By offering access to a variety of Delaware Statutory Trusts (DSTs) and other investment opportunities, Realized tailors custom investment plans to help clients achieve their specific financial objectives.
The Realized Marketplace serves as a valuable resource for individuals seeking to understand and navigate investment property wealth management. Through educational resources on DSTs, Qualified Opportunity Zones, and Tenants-in-Common investments, Realized equips clients with the knowledge needed to make informed decisions about their financial future.
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