Realized Launches Marketplace, Revolutionizing Opportunity Zone Investing
The Marketplace Offers Access To Opportunity Zone Investments; Investors Now Able to Weigh Investment Alternatives, Compare Multiple Listings, Build Real Estate Portfolios
AUSTIN, Texas, Dec. 10, 2019 /PRNewswire-PRWeb/ -- Realized, a technology-enabled platform that provides Investment Property Wealth Management™, announced today the unveiling of its Qualified Opportunity Zone marketplace. The marketplace is a new platform that allows investors to compare Qualified Opportunity Zone (QOZ) investments and provide greater access to a robust selection of QOZ investment funds. The launch represents the firm's latest move to better integrate modern portfolio theory into the real estate investing industry, helping investors to maximize after-tax risk-adjusted returns via tax-optimized and diversified commercial real estate portfolios.
Complete with a QOZ side-by-side comparison, the marketplace activates a formerly underserved need within the real estate investing industry — the opportunity to weigh properties and funds against each other, designed to enable investors to gain more context and confidence in their selections. With over 346 Opportunity Zone funds in existence, it may be difficult for the investor to choose the right property to meet their needs. Given this challenge, the natural next step was developing a platform with a select number of pre-vetted QOZ investments that could be easily compared and selected.
"Our goal has been to create a Qualified Opportunity Zone marketplace where investors can compare numerous Qualified Opportunity Zone Funds," shared Drew Reynolds, Chief Investment Officer at Realized. "In our experience, no other company is running a marketplace for QOZs," continued Reynolds. "Very few even offer multiple listings. We recognized that investors in these potentially higher-risk properties needed more context, and the ability to compare funds and select investments for their specific preferences."
Qualified Opportunity Zone investments can be a powerful wealth management tool. In addition to potential cash flow and capital appreciation, QOZ investments also provide deferral and reduction of any gains, not just those generated from the sale of investment properties. Further, future gains may benefit from permanent exclusion from capital gains tax.
"The Opportunity Zone program — introduced in 2017 to create incentive-based investing opportunities — has gained traction across the nation. However, investors are still trying to better understand the opportunities and risks associated with these investments," Reynolds continued.
Realized recognized due diligence is difficult for the individual investor, especially when comparing multiple offerings. Realized reviews each deal prior to listing them in its QOZ marketplace in an effort to ensure the quality of each investment. The investments are from established firms that have deep experience executing similar strategies outside of the QOZ structure.
"Our goal with the marketplace is to help investors manage risks by providing increased transparency," said David Wieland, Realized's CEO. "With visibility into a sponsor's track record, fundraising progress, risk management strategies, and other pivotal data points, Realized's QOZ marketplace helps ensure that investors are equipped to make informed investing decisions."
Once chosen, Qualified Opportunity Zone Funds can be purchased individually, in groups, or bundled with other commercial real estate investments into a tax-optimized, diversified portfolio in an attempt to maximize after-tax risk-adjusted returns.
To attend Realized's webinar on Opportunity Zone fund selection and comparison, visit this page: https://www.realized1031.com/opportunity-zones/qoz-webinar-registration
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About Realized Holdings
Realized Holdings is a technology-enabled platform providing Tax-Optimized Real Estate™ wealth solutions to families that own legacy investment properties and other appreciated financial and capital assets. Investors use the Realized platform to tax-efficiently transfer wealth from legacy properties and assets into passive commercial real estate portfolios — comprised of DST and QOZ investments and customized to their specific needs. To learn more, visit http://www.realized1031.com.
Securities Disclosure
Realized is operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. ("Realized"). Equity securities offered on this website are offered exclusively through Thornhill Securities, Inc., a registered broker/dealer and member of FINRA/SIPC ("Thornhill"). Investment advisory services are offered through Thornhill Securities, Inc., a registered investment advisor. Realized Holdings, Inc. has a minority ownership interest in Thornhill Securities, Inc. Check the background of this firm 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 suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. An investor should consult with his/her tax advisor prior to investing.
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Realized Holdings
Trey Robinson
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(512) 658-1878
SOURCE Realized Holdings
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