Realized Financial recently announced a series of enhancements to its real estate solutions. The company provides real estate wealth solutions to individuals and families that own legacy investment properties and other appreciated financial and capital assets. The new features, which include predictive statistical analysis, rely on expanded levels of commercial-grade data and technology to help create more informed decisions when constructing customized portfolios of commercial real estate (CRE) investments. While alternative investments such as commercial real estate are projected to reach $23 trillion by 2026, technology has been slow to provide the transparency or customization. The new platform enhancements include customizable portfolio inputs like property types, location, or deal length, a partnership structure that can help investors’ accounts actively reflect their ongoing portfolio goals and objectives, a Confidence Score that provides an analysis of the likelihood a Sponsor will reach the projected income distributions outlined in their Private Placement Memorandum (PPM), and White Labeled Investment Plans and Investor Portals that allow advisors to apply their unique information and company branding to both Realized investment plans and the client portal. As part of the announcement, Stephanie Elliott, president at Realized Financial, stated, "Our guiding principle is enabling individuals and their advisors to manage investment property wealth with the same discipline as other traditional asset classes. These latest enhancements seek to deliver new levels of insight, control, and assurance when constructing and managing passive CRE investments."
Finsum:Realized Financial, which provides real estate wealth solutions to individuals and families recently announced a series of enhancements amid increased demand for alternative investments.