# Realized Financial, Inc.

Realized Financial, Inc. is an Asset Manager based in Austin, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** realizedfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/realized

## Regulatory record

- **CRD number:** 22333
- **SEC file number:** 801-70703
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/22333

## About

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.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- Shawn Stimpson — Co-Founder & CEO
- David Spitler — Co-Founder

## Questions

### 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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- [Firelands Wealth Management](https://altss.com/profile/firelands-wealth-management-llc)
- [Aspen Trail Wealth Management](https://altss.com/profile/aspen-trail-wealth-management-llc)

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Last updated: 2026-08-11T15:07:57.118Z

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