AUSTIN, Texas–(BUSINESS WIRE)–Nov. 16, 2022–

Realized, a leading provider of Investment Property Wealth Management®, today launched its Client Portal, which enables individuals and their wealth managers to actively monitor investment performance as part of a holistic strategy. wealth management.

This press release is multimedia. View the full press release here: https://www.businesswire.com/news/home/20221116005232/en/

Detail of the customer portal (Graphic: Business Wire)

The realized client portal provides detailed information about a client’s real estate holdings at portfolio and individual investment level. The portal allows realized clients to see all their investment information in one place instead of forcing them to access it on multiple investment portals per sponsor. It specifically tracks the performance of an investment plan that was created by Realized to meet a client’s unique retirement income needs, risk profiles and risk-adjusted return goals.

Some of the information found in the Customer Portal includes:

  • Access to sponsor-provided performance reports for all Delaware Statutory Trust (DST) investments held by the client, including payout rates and comparisons of those rates to sponsor projections
  • Interactive charts showing predicted versus actual payout rates by month, quarter, or year
  • Updates on liquidation events, such as a sponsor listing a property for sale, property under contract, or a partially or fully liquidated DST
  • General details about the DST, including sponsor information, surrounding location details and release fees
  • Geographical distribution of portfolios by type of property

A DST, or Delaware Statutory Trust, is a real estate investment vehicle that allows investors to purchase fractional interests in large commercial real estate assets. Realized has partnered with 43 trusted sponsors who create the DSTs used to build individualized commercial real estate portfolios for Realized clients.

David Wieland, CEO and Co-Founder of Realized, said, “We are driven to constantly improve the way investment property owners manage their wealth. The release of our client portal is a demonstration of our commitment to innovation and industry leadership to continually raise the bar in terms of service and transparency for clients and their advisors.

“Our platform leverages the risk management and proprietary data needed to build and manage portfolios that reduce tax implications while helping to maximize potential returns,” said Rob Johnson, Head of Wealth Management at Realized. “In short, we provide the knowledge, technology and information to guide clients and their advisors through the real estate investment process with the goal of maximizing investment property value, generating passive income and to protect the heritage that many have spent their whole lives building.”

Andy Steckiel, Chief Product Officer at Realized, continued: “Our new client portal builds on our existing dynamic platform by further integrating technology and data into the real estate investment equation. When combined with Realized’s personalized investment strategies, we believe we have created an unparalleled wealth management experience and a critical component to providing a holistic and enhanced view of performance as part of a wealth management strategy. larger investment.

About completed participations

Realized Holdings is a technology platform that provides real estate wealth solutions to individuals and families who own inherited investment properties and other valued financial and capital assets. Investors and their advisors use the Realized platform to transfer wealth from inherited properties and assets into passive commercial real estate portfolios – comprised of DST and QOZ investments and tailored to their specific needs. To learn more, visit www.realized1031.com.

Securities Disclosure

The equity securities offered on this website are offered exclusively through Realized Financial, Inc., a registered broker/dealer and member of FINRA/SIPC. Investment advisory services are offered by Realized Financial, Inc., a registered investment adviser. Realized Financial, Inc., is a wholly owned subsidiary of Realized Holdings, Inc. Check this company’s track record on FINRA’s BrokerCheck.

Investing in alternative assets such as Qualified Opportunity Funds or Delaware Statutory Trusts involves higher risks than traditional investments and is only suitable for sophisticated investors. Alternative investments are often sold by prospectus which discloses all risks, fees and expenses. An investor should consult his tax advisor before investing.

See the source version on businesswire.com: https://www.businesswire.com/news/home/20221116005232/en/

CONTACT: Media

Amanda Wells

[email protected]

212.446.1863

KEYWORD: TEXAS UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: SOFTWARE ACCOUNTING PROFESSIONAL SERVICES PERSONAL FINANCE OTHER CONSTRUCTION AND REAL ESTATE TECHNOLOGIES RESIDENTIAL BUILDING AND REAL ESTATE CONSTRUCTION AND REAL ESTATE OTHER PROFESSIONAL SERVICES REIT FINANCE OTHER TECHNOLOGY

SOURCE: Done

Copyright BusinessWire 2022.

PUBLISHED: 16/11/2022 09:02 / DISK: 16/11/2022 09:02

http://www.businesswire.com/news/home/20221116005232/en

Copyright BusinessWire 2022.

Previous

Why Knowing Property Records Is Important Before Real Estate Investments

Next

Coliving Startup Cohabs Partners with Leading Real Estate Investors to Accelerate Growth | New

Check Also