Realized
400 West 15th Street, Austin, Texas 78701
About the Business
Realized is a finance institution located at 400 West 15th Street in Austin, Texas, United States. We specialize in helping individuals transition from managing investment properties to managing wealth, allowing them to achieve their dreams and reach their lifestyle goals. Our institution offers a goals-based approach to investment property wealth, creating custom investment plans to help clients reach their specific objectives.
At Realized, we believe in a better way to manage the wealth you've built. Our Investment Property Wealth Management® services focus on creating a passive, diversified portfolio of commercial real estate investments with minimal uncertainty and tax implications. We offer access to DST replacement properties for 1031 exchanges through our marketplace, featuring offerings from top sponsor companies.
If you need help understanding how to manage your investment property wealth, our Resources section provides valuable information on DSTs, Qualified Opportunity Zones, and Tenants-in-Common investments. We understand the risks associated with investing in real estate securities and work to educate our clients on the potential challenges and rewards.
Ready to create a customized 1031 Exchange Plan? Register for a consultation with our team to discuss your unique scenario and learn more about how Realized can help transform your property into a personalized real estate portfolio. Visit Realized1031.com to learn more about our services and offerings.
Photos
Hours open
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"1031 DST experts"
"Didn't have a great experience dealing with Rob Johnson, head of wealth management at Realized 1031. I'm a commercial apartment broker and was trying to solve two issues. One, place some money into one of their DST's for myself and also buy a property from a client and get some info to pass on this client about him being able to do a 1031 exchange into a DST to defer taxes. Not sure what Rob was thinking but I suspect he thought I was trying to skirt around some of their IRS rules or something and after trying to explain my investing needs over the phone he flat out told me "we can't help you" and refused to discuss it further and basically hung up at that point. As I am a licensed real estate broker with numerous apartment transactions under my belt I felt he was highly unprofessional and was frankly being a jerk. Won't deal with them and refer many of my client to other DST providers. Reply: I had NO expectation for a commission and never brought it up. I flat out, point blank told him I needed to place money myself as well since I had just sold a property, the client's need was a side point. I have no desire to work with a company whose Head of Wealth management acts that way."
"Great job by Jacob Adams in helping me with my DST 1031. Complicated, but he got the job done."
"David Dahill and Realized 1031 helped me handle 4 separate DST transactions over the past 18 months. I have recommend them to others with a great deal of confidence."
"I highly recommend this company for all of your 1031 real estate/DST investments."
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