Kevin
GBFirst time we invested in DST's First time we invested in DST's. Realized did a very professional job of handling our transactions. I have since recommended them to a family member and would not hesitate to recommend them to others.
Roger Penner
GBGood - but deeper product knowledge would help. I was happy to help as I will be a user of the tools that I looked at. I think it would help if Russ had a better understanding of the products that Realized is marketing. As it is, the conversation is necessarily more abstract than concrete and my suggestions are harder to implement in that situation
Bruce Collet
GBI wanted to invest in IHC Reno I wanted to invest in IHC Reno, but all positions were taken before it hit the market. I had 2 other brokers I was dealing with, and neither could get me a position. I had talked previously to Realized about wanting that DST when it came out, and was told I had a position reserved. One of the other brokers told me he checked with IHC and I had nothing reserved, it wouldn't happen, and that I was being mis-lead. I confirmed my position with Realized and was grateful when the investment went through as promised. I was initially attracted to Realized because they provided a list of investments they represented in a concise format AND that it included the % return for each one. Everyplace else I went, it was a complicated process to get comparative data, particularly the % return. People I talked to were also very well informed and responsive to all questions I asked. I have also recently had a good conversation with Ed Maddox (post investment) and felt he does an excellent job of describing his journey and the pros/cons from his (investor) perspective. I will definitely do business with Realized again.
John Plaza
GBTerrific service and investments are outperforming expectations. Great service and very helpful to understand the options they had available. David was very knowledgeable and quick to answer any questions we had about the process and also helped navigate the paperwork for accounting purposes smoothly. We are very pleased to have found Realized and our Investments are doing better than anticipated. Two big thumbs up.
Rick
GBThey were available and knowledgeable… They were available and knowledgeable to help me (a DST newbie) make the best choices and understand the process. They have also been good post investment to answer questions.