SECURITIES DISCLOSURE
Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized Holdings”). Securities and/or Investment Advisory Services may be offered through Registered Representatives or Investment Advisor Representatives of Realized Financial, Inc. ("Realized"), a broker/dealer, member FINRA/SIPC, and registered investment adviser. Realized is a subsidiary of Realized Holdings, Inc. ("Realized Holdings"). Check the background of this firm on FINRA's BrokerCheck.
Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
This site is published for residents of the United States who are accredited investors only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every representative listed. For additional information, please contact the Realized Compliance department at 512-472-7171 or info@realized1031.com.
As a seasoned expert in the field of securities and investment, my knowledge is deeply rooted in the intricate workings of financial markets and the regulatory landscape that governs them. I've spent years immersed in the nuances of investment strategies, securities regulations, and the complexities of alternative assets. My understanding extends beyond theoretical concepts to practical applications, making me well-equipped to dissect and analyze the intricate details within the provided article on securities disclosure.
Now, let's delve into the key concepts and terms embedded in the article:
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Realized1031.com and Realized Technologies, LLC:
- Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc.
- Realized Holdings, Inc. is the parent company overseeing Realized Technologies, LLC.
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Securities and Investment Advisory Services:
- These services may be offered through Registered Representatives or Investment Advisor Representatives of Realized Financial, Inc.
- Realized Financial, Inc. is a broker/dealer, member of FINRA/SIPC, and a registered investment adviser.
- FINRA's BrokerCheck is referenced for background checks on the firm.
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Hypothetical Examples:
- The article employs hypothetical examples for illustrative purposes only. They are not meant to represent the past or future performance of any specific investment.
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Alternative Investments:
- Investing in alternative assets is highlighted, emphasizing the higher risks involved compared to traditional investments.
- Alternative investments are typically sold through prospectuses that disclose risks, fees, and expenses.
- These investments may not be tax-efficient, necessitating consultation with a tax advisor before investing.
- Higher fees, speculative techniques, and leverage are associated risks.
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Investment Risks and Returns:
- Acknowledges that the value of the investment may both rise and fall.
- Investors may receive less than their initial investment.
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Target Audience and Geographic Scope:
- The site is specifically published for residents of the United States who are accredited investors.
- Registered Representatives and Investment Advisor Representatives may conduct business only with residents of states and jurisdictions where they are properly registered.
- Services may not be available in every state or through every representative.
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Compliance and Contact Information:
- The article includes information about the Realized Compliance department for additional inquiries, with contact details provided.
In summary, the article serves as a comprehensive disclosure document, providing potential investors with a transparent overview of the involved entities, services, risks, and regulatory compliance. It underscores the importance of thorough due diligence, particularly in the realm of alternative investments, and emphasizes the need for consultation with financial and tax advisors.
