How to Successfully Do a 1031 Exchange With a Mixed-Use Property https://bit.ly/4pZnjtp
Realized
Financial Services
Austin, Texas 2,830 followers
Realized® | Transforming Investment Property Wealth Management®
About us
Realized® bridges the gap between investment property and traditional wealth management through a WealthTech platform built for financial advisors and their clients. The firm helps advisors manage investment property wealth with the same sophistication and rigor applied to traditional asset classes, using end-to-end solutions rather than one-off transactions. The open-architecture platform delivers an Investment Property Wealth Management® (IPWM®) experience, combining advanced risk analytics, deep tax knowledge, and goals-based portfolio construction to help investors transition from actively managed properties into diversified, professionally managed, institutional-quality real estate portfolios. To date, investors have acquired nearly $2 billion of real estate through the platform using tax-efficient exchange strategies. A proprietary risk engine, rigorous due diligence, and historical market data support the use of 1031 Exchanges, 721 Exchanges, and other tax-efficient strategies to pursue after-tax, risk-adjusted outcomes such as income, capital preservation, and long-term wealth planning. Realized also provides research, education, and tax-aware guidance so that financial advisors can incorporate held-away investment property into their clients’ broader wealth management strategies. By equipping advisors with scalable, turnkey solutions — including planning support, portfolio reporting, and a secondary market that may help investors pursue optionality in an otherwise illiquid asset class — the firm helps enhance diversification, grow AUM, and differentiate advisory practices. With Baby Boomers holding an estimated $8.6 trillion in investment property equity, much of it unmanaged, Realized leverages technology, institutional-grade due diligence, and sophisticated tax strategies to unlock investment property as a strategic asset class within modern wealth management.
- Website
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http://www.realized1031.com
External link for Realized
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Austin, Texas
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Commercial Real Estate, 1031 Exchange Investments, Real Estate Finance, reduce taxes, eliminated capital gains, after-tax cashflow, institutional quality real estate, FinTech, Real Estate Technology, WealthTech, Delaware Statutory Trust, Qualified Opportunity Zones, Opportunity Zone Funds, Like-Kind Exchange, tax-deferred real estate, capital gains tax, depreciation recapture, passive income real estate, real estate diversification, after tax cash flow, wealthtech, fintech, and DST
Locations
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Primary
Get directions
500 W 13th Street
Austin, Texas 78701, US
Employees at Realized
Updates
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Navigating the nuances of a 1031 Exchange with a mixed-use property offers real estate investors a sophisticated avenue to defer capital gains taxes while maintaining investment capital. Yet, such exchanges are not without their complexities. For instance, while a retail space in a property might qualify for tax deferral, any portion serving residential purposes does not. Proper documentation and strategic selection of qualified intermediaries become crucial to ensure compliance with IRS rules. Have you ever considered the challenges or advantages of conducting a 1031 Exchange with mixed-use properties? #Investing #RealEstate #1031Exchange #CapitalGains #MixedUseProperties https://bit.ly/44kyTqm
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How Interest Rate Fluctuations Affect UPRIET Investments https://bit.ly/4rtI41B
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UPREIT Exit Strategies: How and When to Sell Your Operating Partnership Units https://bit.ly/4p1B76m
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Interest rate changes can significantly impact UPREIT investments. UPREITs, while providing the flexibility of converting property holdings into shares, face valuation shifts as interest rates fluctuate. Higher rates can mean increased borrowing costs, potentially depressing property values. An anecdote from the mid-2000s illustrates this: An investor shifted properties to a UPREIT just as rates climbed, facing higher capital costs but benefiting from a diversified asset base that mitigated direct impacts. Strategically, UPREIT investors should closely monitor interest rate trends and invest in properties with strong cash flows to effectively navigate rate increases. How do you see interest rate fluctuations affecting your investment strategies? #RealEstateInvesting #InterestRates #UPREITs #InvestmentStrategy https://bit.ly/3XgxvkI
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Navigating the world of real estate investments often involves exploring various exit strategies, and one intriguing option is utilizing Umbrella Partnership Real Estate Investment Trusts (UPREITs). This method enables property owners to exchange their assets for Operating Partnership (OP) units, offering benefits such as potential tax deferral and diversification without the need to immediately sell their liabilities. For investors considering an exit, selling OP units can be a strategic move influenced by market conditions, liquidity needs, or estate planning considerations. Timing the sale is crucial, with factors such as REIT performance and personal tax strategies playing pivotal roles. Professional advice is advisable for tailoring these strategies to individual circumstances. Have you considered how UPREITs might fit into your own real estate strategy? #RealEstateInvestment #UPREIT #TaxStrategies #EstatePlanning https://bit.ly/4abwa6g
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How UPREITs Impact Your Tax Basis and Capital Gains https://bit.ly/48a91QA
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Navigating the world of real estate investment often involves more than just property management; understanding tax implications is crucial. Umbrella Partnership Real Estate Investment Trusts (UPREITs) offer a strategic avenue for investors to defer taxes. This setup enables property owners to exchange their real estate for Operating Partnership Units, akin to having shares in a REIT's portfolio. With capital gains deferral and the potential step-up in basis for heirs, UPREITs can be an integral part of robust estate planning strategies. However, the decision to invest in UPREITs should be weighed with care. Market fluctuations, management choices, and unforeseen real estate cycles can impact unit values. Investors must recognize that while tax benefits are significant, they hinge on factors beyond individual control. How might UPREITs fit into your long-term financial strategy? #RealEstateInvestment #TaxPlanning #InvestmentStrategy #WealthManagement https://bit.ly/4obULeR
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Using UPREITs for Retirement Income Planning https://bit.ly/3XSMku1
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When Does an UPREIT Make Sense For Real Estate Investors? https://bit.ly/3KrCv36