Realized Holdings

Realized is an end-to-end platform that helps clients exchange 1031 eligible properties for diversified portfolios of tax-efficient property interests customised to your shifting income goals, risk appetite, and investment objectives across generations.

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About the business

Combining deep real estate investment expertise and technology, the Realized platform develops investment strategies to maximize after-tax, risk-adjusted returns. We create a holistic plan that helps investors manage their wealth tax efficiently — giving them the tools to help them through this major financial decision.

History

Realized was founded by David Wieland, in 2015. The compnay has its headquaters in Austin, Texas.

About the owners and the team

David Wieland is the founder and CEO of Realized. A serial entrepreneur, before Realized, he founded Centrist Capital, a boutique venture capital firm. Prior to Centrist, he co-founded Mission Residential, a fully-integrated real estate investment firm that owned and operated 12,500 apartment units, representing a total investment in excess of $925 million. Early in his career, David held positions with Security Capital Group, Prologis, Archstone Communities, and Equitable Real Estate (now Morgan Stanley Real Estate).

Simple solutions for complex times.