Realized Financial, Inc.

Co-founder and CEO Shawn Stimpson leads investment strategy, focusing on deal sourcing and capital structure for DST offerings. Co-founder David Spitler manages operations and compliance. The firm does not disclose an investment committee.

Realized sources deals through direct relationships with commercial real estate sponsors and property operators. Transactions are structured as Delaware Statutory Trusts, which require third-party due diligence and legal compliance. The firm does not operate an internal brokerage or property management arm.

Realized is an independent asset manager and syndicator, not a family office. It raises capital from accredited investors via Regulation D private placements and exchanges. The firm does not manage proprietary family wealth.

Realized structures individualized DST offerings and a direct lending fund launched in 2023. Investors participate in specific property deals rather than a commingled blind pool. Minimum investments typically range from $25,000 to $100,000.

Realized focuses on stabilized commercial real assets with existing cash flow — not development or value-add repositions. Targeted properties include Class A multifamily, industrial, net-lease retail, and self-storage across U.S. Sun Belt markets.

Realized's investors are accredited individuals — typically high-net-worth individuals and family offices — seeking tax-deferred exchanges under Section 1031 of the Internal Revenue Code. The firm does not disclose aggregated wealth sources.

Public records do not indicate that Realized Financial operates a foundation or charitable arm. The firm's activities are limited to commercial real estate syndication and capital raising — there is no disclosed philanthropic entity.