Head of Wealth Management and Chief Revenue Officer
rjohnson@realizedholdings.com
Drew Reynolds
Chief Investment Officer
dreynolds@realizedholdings.com
Services Provided
We strive/seek to create/develop diversified portfolios of tax-efficient properties that are customized to the investor’s unique needs. Areas of focus include: Delaware Statutory Trust, 1031 Exchange, DST Secondary Market, Qualified Intermediary, NNN Tenant Profiles, Tenants In Common, Qualified Opportunity Zones and Capital Gains Tax Rates.
Company Description
Realized is an end-to-end platform that helps you exchange 1031-eligible properties for diversified portfolios of tax-efficient property interests, customized to your shifting income goals, risk appetite, and investment objectives across generations.
