Realized
- Company typePrivate
- Founded2015
- HeadquartersAustin, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Realized firmographics
Firmographics- Name
- Realized
- Legal name
- Realized Technologies, LLC
- Website
- https://realized1031.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Realized industry classification
Industry- Product category
- Alternative Investment Platform
- NAICS
- Miscellaneous Intermediation (52391), Securities and Commodity Contracts Intermediation and Brokerage (5231)
- SIC
- Real Estate Agents & Managers (For Others) (6531), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- 1031 Exchange Intermediary Services (BPAJAOAL)
Keywords
Where Realized is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Realized business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Securities brokerage and placement fees: Securities and investment advisory services are offered through Realized Financial, Inc., a registered broker/dealer and member FINRA/SIPC. The platform facilitates transactions in DSTs, TIC investments, and other 1031-eligible securities, generating revenue through transaction/placement fees associated with securities offerings.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Realized product offering
Product offeringCore offering
Realized operates an online 1031 Exchange Marketplace that aggregates 30-50 Delaware Statutory Trusts (DSTs), Tenants-in-Common (TIC) properties, and Qualified Opportunity Zone (QOZ) investments from 45+ sponsor companies including Inland and JLL. The marketplace includes the only SEC-reviewed DST secondary market and is layered with proprietary data-driven portfolio evaluation tools, Qualified Intermediary exchange accommodation services, and investment advisory services delivered through its FINRA/SIPC-registered broker-dealer subsidiary.
Product overview
Realized operates a unified 1031 Exchange Marketplace platform that connects accredited investors with multiple real estate investment structures. The core platform aggregates DST investments from 45+ sponsor companies and offers the only SEC-reviewed DST secondary market. The product suite includes Delaware Statutory Trust (DST) investments, Tenants-In-Common (TIC) investments, and Qualified Opportunity Zone (QOZ) investments, all accessible through the marketplace. Supporting services include Qualified Intermediary services for exchange facilitation, Investment Property Wealth Management utilizing proprietary data analytics, a 1031 Exchange Calculator for tax planning, and a TIC comparison tool. The platform targets accredited investors seeking to defer capital gains taxes through 1031 exchanges while building diversified passive real estate portfolios.
Differentiator
Problem solved
Functional benefit
Products and services
- 1031 Exchange Marketplace Online marketplace giving accredited investors access to 30-50 DSTs from 45+ sponsor companies, including Inland and JLL, and the only SEC-reviewed DST secondary market, for finding replacement properties in 1031 exchanges.
- Delaware Statutory Trust (DST) Investments Fractional ownership interests in professionally managed commercial real estate trusts, allowing investors to complete 1031 exchanges into pre-vetted assets with existing financing and professional management.
- Tenants-in-Common (TIC) Investments Co-ownership structures allowing up to 35 investors to hold fractional interests in investment properties, with pre-packaged sponsorship and professional management.
- Qualified Opportunity Zone (QOZ) Investments Investments in Qualified Opportunity Funds (QOFs) that channel capital gains into federally-designated Opportunity Zones, offering tax deferral and potential elimination of capital gains tax liability for 10-year holds.
- DST Secondary Market The only SEC-reviewed DST secondary market, enabling investors to potentially divest all or part of their DST position prior to the full holding period through an opinion of market value and buyer matching.
- Qualified Intermediary Services 1031 exchange accommodation services including holding sale proceeds in segregated escrow, preparing exchange documentation, and facilitating replacement property purchases within IRS-mandated timelines.
- Investment Property Wealth Management Data-driven portfolio construction service that helps accredited investors evaluate and design diversified DST portfolios using proprietary analytics rather than sales-driven approaches.
Companies that use Realized
Customer profileSegments4 records
Ideal customer profiles1 record
Realized technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Realized partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered major and core.
- InlandmajorMajor DST sponsor company providing investment offerings through the Realized marketplace. Inland is one of the largest and most respected sponsors in the DST space.
- JLL (Jones Lang LaSalle)majorMajor DST sponsor company providing investment offerings through the Realized marketplace. JLL is a leading global real estate services firm.
- Broker DealerscorePartner network of registered broker/dealer firms whose financial advisors refer clients to Realized for 1031 exchange and DST investment services.
- Real Estate AgentscoreReal estate professional partners who refer clients with 1031 exchange needs or those seeking DST investment opportunities through Realized's marketplace.
- Certified Public AccountantscoreCPA partners who refer tax clients interested in capital gains deferral strategies through 1031 exchanges and DST investments.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
Realized competitors and assessment
Company assessmentDirect peers
- 1031 Crowdfunding: Operates an online marketplace for DST and 1031 exchange-eligible investments, directly competing with Realized in the same accredited-investor 1031 segment.
- EquityMultiple: Online commercial real estate investment platform serving accredited investors with curated deals; competes for the same HNW capital seeking passive real estate exposure.
- CrowdStreet: Marketplace and sponsor platform for commercial real estate investments targeting accredited investors, overlapping with Realized on the institutional-quality CRE placement side.
- Kay Properties and Investments: Specializes in DST and TIC offerings for 1031 exchange investors, with a similar sponsor-aggregation and investor-advisor model aimed at accredited investors.
- Asset Preservation, Inc. National Qualified Intermediary and 1031 services provider that competes directly with Realized's QI offering and broader 1031 investor services.
- RealtyMogul: Online real estate investment platform offering commercial and multifamily opportunities to accredited investors, with overlapping 1031/DST placement activity.
- IPX1031: Qualified Intermediary serving 1031 exchange clients nationwide, directly competing with Realized's QI exchange services for the same investor base.
- Equity Trust Company: Self-directed IRA custodian that also supports 1031 exchange structures through partnerships, addressing overlapping real estate investor needs in retirement and exchange accounts.
Broad incumbents
- Yieldstreet: Broader alternative investment platform (real estate, marine, legal, art) that has expanded into real estate offerings, competing for the same HNW investor wallet with greater scale and capital.
- Fundrise: Large-scale real estate investing platform with diversified eREITs and interval funds; competes for retail-accredited real estate dollars though its model is broader and less exchange-specific.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Realized social profiles
Digital presenceRealized compliance and trust
Trust signalCompliance5 records
Realized financial estimates
Financial estimateRevenue estimate
Valuation estimate
Realized leadership team
Management profileNumber of profiles
Profiles6 records
Realized subsidiaries and ownership
Company hierarchySubsidiaries2 records
Realized funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Realized M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Realized
What does Realized do?
Realized operates an online 1031 Exchange Marketplace that aggregates 30-50 Delaware Statutory Trusts (DSTs), Tenants-in-Common (TIC) properties, and Qualified Opportunity Zone (QOZ) investments from 45+ sponsor companies including Inland and JLL. The marketplace includes the only SEC-reviewed DST secondary market and is layered with proprietary data-driven portfolio evaluation tools, Qualified Intermediary exchange accommodation services, and investment advisory services delivered through its FINRA/SIPC-registered broker-dealer subsidiary.
Is Realized a public or private company?
Realized is a private company. It is classified as venture growth investor backed and is currently operating.
When was Realized founded?
Realized was founded in 2015. It employs 11 to 50 people.
Where is Realized based?
Realized is headquartered in Austin, United States, in the North America region.
How does Realized make money?
One revenue line is on record: securities brokerage and placement fees.
Who are Realized's main competitors?
Direct peers on record are 1031 Crowdfunding, EquityMultiple, CrowdStreet, Kay Properties and Investments, Asset Preservation, Inc., RealtyMogul, IPX1031 and Equity Trust Company. Broad incumbents are Yieldstreet and Fundrise.
Does Realized have an API?
No public API is recorded for Realized.
What industry is Realized in?
Realized's product category is Alternative Investment Platform. Its primary akta.pro industry code is BPAJAOAL, 1031 Exchange Intermediary Services. Its NAICS code is 52391 and its SIC code is 6531.