Founded in 2015, Realized Financial, Inc. operates a technology-enabled platform designed to help individuals manage their investment property wealth. The company's primary focus is on facilitating tax-deferred 1031 exchanges by helping investors transition from actively managed properties into passive, institutional-grade commercial real estate investments, primarily through Delaware Statutory Trusts (DSTs). Their mission is to provide innovative solutions that reduce the risks and complexities of owning investment real estate. In 2022, Realized was acquired by the investment platform Republic to expand its real estate investment offerings. Realized Financial, Inc. is a registered broker-dealer with FINRA/SIPC.

Founded in

United States