Realized Financial, Inc.

Realized is an end-to-end platform that helps investors exchange 1031-eligible properties for diversified portfolios of tax-efficient property interests,...

Realized Financial, Inc.

Realized is an end-to-end platform that helps investors exchange 1031-eligible properties for diversified portfolios of tax-efficient property interests, customized to income goals, risk appetite, and investment objectives. It helps investors evaluate and design diversified DST portfolios using data and analysis. The firm provides a marketplace for DST replacement properties for 1031 exchanges and offers Investment Property Wealth Management to transform investment properties into passive, diversified commercial real estate portfolios.

Website

realizedfinancial.com

linkedin.com/company/realized

General information

Firm type

Asset Manager

Year founded

2012

Location

Region

North America

Country

United States

City

Austin

Corporate office

Dallas, TX, United States

Principals

Shawn Stimpson

Co-Founder & CEO

David Spitler

Co-Founder

Sector focus

Real EstatePrivate CreditInfrastructure

Who runs investment decisions at Realized Financial?

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.

How does Realized Financial source proprietary deal flow?

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.

What investment stages does Realized Financial typically target?

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.

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