Realized Holdings
Realized Holdings is a wealth management company based in Austin, TX, offering a comprehensive approach to managing investment property wealth. With a focus on creating passive, diversified portfolios, Realized helps clients achieve their lifestyle goals while minimizing taxes and uncertainty.
Through their Investment Property Wealth Management services, Realized transforms investment properties into a portfolio of commercial real estate investments, tailored to each client's specific goals. They also provide resources and access to Delaware Statutory Trusts (DSTs), Qualified Opportunity Zones (QOZs), and Tenants-in-Common (TIC) investments, offering a range of options to help clients reach their investment objectives.
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