David Wieland — CEO and Co-founder · Realized Holdings | The Family Office Stack

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David Wieland — CEO and Co-founder · Realized Holdings | The Family Office Stack

David Wieland — CEO and Co-founder · Realized Holdings · Austin, Texas, United States.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

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About

David is a seasoned real estate entrepreneur and WealthTech innovator with more than 30 years of experience in commercial real estate and capital markets. He is the founder and CEO of Realized®, a platform built to help financial advisors and their clients tax-efficiently transition investment property wealth into diversified, passive-income portfolios tailored to each investor’s risk profile, financial goals, and tax situation. Realized is pioneering Investment Property Wealth Management® (IPWM®), bringing the tools and discipline of traditional wealth management to investment property wealth. Over his career, David has played a key role in more than $5 billion of real estate transactions. Under his leadership, investors have acquired more than $2.1 billion of real estate through the Realized platform using tax-efficient exchange strategies. He has founded and led several successful companies, including Centrist Capital, a boutique venture firm, and Mission Residential, a fully integrated apartment operator that owned and operated 12,500 units. He also serves as a board member and advisor to several emerging companies and previously served as chair of LifeWorks, a nonprofit organization supporting youth and families. David holds both an MS and a BBA in Real Estate and Finance from Texas A&M University, where he served in multiple leadership roles. Outside of work, he enjoys fly fishing, mountain biking, playing guitar, and working in his koi pond. Most of all, he values time with his family and serving others through his church and local Austin charities. He lives in Austin with his college sweetheart, Laura.

Experience

Founder & CEOCurrent
Realized · Austin, Texas Metropolitan Area
Mar 2015 – Present
David is the Founder of Realized®, a firm built to solve a persistent gap in wealth management: managing investment property wealth with the same sophistication and rigor applied to stocks, bonds, and other asset classes. To date, investors have acquired more than $2.1 billion of real estate through the platform, primarily using tax-efficient exchange strategies. Realized empowers financial advisors to help their clients transition wealth held in investment properties into passive, tax-efficient portfolios aligned with client-specific goals. Through its Investment Property Wealth Management® (IPWM®) platform, Realized provides an end-to-end solution spanning planning, portfolio construction, 1031 and 721 exchanges, transaction execution, investment management, and ongoing servicing. The platform provides open-architecture access to institutional-quality real estate opportunities, supported by rigorous due diligence, integrated compliance, and reporting designed for both advisors and their clients. At its core is a proprietary risk engine that quantifies investment property risk and helps construct portfolios calibrated to each client’s financial goals, tax situation, and risk tolerance. In a market known for illiquidity, Realized also provides secondary-market capabilities that may offer investors greater optionality as circumstances change. For advisors, Realized provides a turnkey way to uncover held-away wealth, expand wallet share, differentiate their practices, and deepen relationships with clients who own investment property. With more than $8.6 trillion in investment property equity held by Baby Boomers—much of it outside traditional wealth management—Realized is building the infrastructure to bring investment property wealth into comprehensive wealth management. Learn more at www.realized1031.com.
Founder -- IN WIND DOWNCurrent
Centrist Capital · Austin, Texas Area
Jan 2012 – Present
Centrist Capital is a boutique firm that thematically invests time and money in early-stage companies. We are currently seeking investment opportunities in the areas disruptive marketplaces, the next generation energy, FinTech, integrated medicine, bite-sized analytics and hyper-local. Centrist Capital invests in teams that have unique domain expertise, a well-defined go-to-market strategy and demonstrated success over their lives. The process of starting (and in some cases tanking) numerous companies has taught the firm's partners that most business concepts fail to reach their potential because a chasm between a leadership team's strategy and its day-to-day tactical execution. Dealing with this "strategy-execution gap" is a challenge for any businesses, but resource-constrained, early-stage companies are particularly vulnerable. Centrist’s solution to the strategy-execution gap is “collaborative capital”. That is, capital combined with quantitative, strategy, process-oriented expertise and relationships. We work side-by-side with founders in our portfolio companies, one entrepreneur to another, growing, learning, course correcting and overcoming the day-to-day challenges of growing companies. Capital is fungible-- talent, hard work and integrity are not.