Why Realized

Wealth Management

Why Realized

The Platform

Scenarios

About Us

The Team

FAQ

Testimonials

Press

Careers

Partners

Financial Advisors

Broker Dealers

CPAs

Qualified Intermediaries

Real Estate Agents

Resources

Read

Blog

Glossary of Terms

Watch

Video Library

Webinar Archive

Find

Capital Gains Tax Rates

Qualified Opportunity Zones

400 W. 15th Street Suite 700
Austin, TX 78701
(877) 797-1031

Contact Us

Securities Disclosure

Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized”). Securities offered on this website are offered exclusively through Realized Financial, Inc., a registered broker/dealer and member of FINRA/SIPC("Realized Financial"). Investment advisory services are offered through Realized Financial, Inc. a registered investment adviser. Realized Financial, Inc. is a subsidiary of Realized. Check the background of this firm on FINRA's BrokerCheck.

Realized does not provide tax or legal advice. Tax topics discussed are for educational purposes only and are not a substitute for professional tax advice. You should discuss your personal situation with a tax or legal professional.

Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax adviser prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

This site is published for residents of the United States who are accredited investors only. Registered Representatives and Investment Adviser Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every representative listed. For additional information, please contact 877-797-1031 or info@realized1031.com.

Terms & Conditions

Privacy Policy

Form CRS

Reg BI Disclosures

© 2023 Realized Holdings, Inc.