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Realized
Austin, US · 1 known investors
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Realized operates a platform that facilitates 1031 exchanges—tax-deferred property swaps—and provides wealth management services to help real estate investors diversify portfolios and optimize after-tax returns. The company serves accredited investors seeking tax-efficient real estate investment strategies.
Founders & leadership
DW
David WielandFounder & CEODavid Wieland is founder and CEO of Realized, a wealth management platform for real estate investors using 1031 exchanges and tax-efficient strategies. He holds an MS and BBA in Real Estate and Finance from Texas A&M University and has over 25 years of experience in commercial real estate and capital markets, including founding Centrist Capital and Mission Residential, which operated over 12,000 apartment units.
DD
David DahillNamed on SEC filing
SI
Scott IngrahamNamed on SEC filing
KD
Kevin DunlapNamed on SEC filing
Investors · 1
Calibrate Ventureslisted by Calibrate VenturesPasadena · $5M
How we know: Calibrate Ventures's portfolio page · a partner's Signal profile · the VCSheet dataset · Not right? Tell us
Funding
SEC filings, press & company announcements$9.1M disclosed across 2 of 3 rounds · 2019–2023
- Undisclosed amountSeries ASep 2019Source ↗
▶$1.8MraisedOct 2023 · 10 investors · OtherRule 506(b)
▶$1.8MraisedOct 2023 · 10 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- David DahillDirector
- David WielandExecutive Officer, Director
- Scott IngrahamDirector
- Kevin DunlapDirector
- Offering amount
- $2M
- Amount sold
- $1.8M
- First sale
- Oct 2023
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$7.3MraisedJun 2019 · 20 investors · Other Real EstateRule 506(b)
▶$7.3MraisedJun 2019 · 20 investors · Other Real Estate
Rule 506(b)Officers, directors & promoters on the filing
- David WielandExecutive Officer, Director
- David DahillExecutive Officer, Director
- Scott IngrahamDirector
- Kevin DunlapDirector
- Offering amount
- $7.7M
- Amount sold
- $7.3M
- First sale
- Jun 2019
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- What does Realized do?
- Realized operates a platform that facilitates 1031 exchanges—tax-deferred property swaps—and provides wealth management services to help real estate investors diversify portfolios and optimize after-tax returns. The company serves accredited investors seeking tax-efficient real estate investment strategies.
- Who founded Realized?
- Realized was founded by David Wieland.
- Who are Realized's investors?
- Realized's investors include Calibrate Ventures.
- How much funding has Realized raised?
- Realized has disclosed $9.1M raised across 2 of its 3 known rounds.
- Where is Realized headquartered?
- Realized is headquartered in Austin, US.