Realized operates a platform that enables investors to tax-efficiently redeploy equity from legacy investment properties into diversified, passive-income commercial real estate portfolios using 1031 like-kind exchanges and other tax-deferral mechanisms. The platform connects accredited 1031 exchange investors with experienced real estate operators seeking co-investment capital and lets investors compare and evaluate 1031-qualified co-investment options. Realized offers portfolio reinvestment planning with assistance from trained real estate professionals and targets diversification by property type, geography, and tenant. The company launched three years ago and emphasizes providing passive income opportunities without landlord responsibilities. Management says the new capital will be used to expand the team and enhance the platform’s data and technology capabilities. The service is aimed at families, planning-centric investment advisors, CPAs, and attorneys advising clients considering 1031 exchanges.

Total raised

$6M

Funding rounds

1

Latest round

Series A

Latest activity

Sep 2019