Austin based provider of wealth management solutions for investment properties raised a $6m Series A led by Calibrate Ventures.
Realized enables investors to tax-efficiently redeploy equity from legacy investment properties into diversified (by property type, geography, tenant, and more), passive income portfolios, customized to their needs. Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities. “When we launched Realized three years ago, our goal was to provide individual investors with a holistic, transparent solution to tax-efficiently trade out of their investment properties,” said David Wieland, CEO of Realized. “The additional capital allows us to expand the Realized platform to serve more families, planning-centric investment advisors, CPAs, and attorneys seeking to deliver value to their clients considering 1031 exchanges.”