David Wieland

David Wieland Email and Phone Number

Founder and CEO @ Realized
Austin, TX, US
David Wieland's Location
Austin, Texas, United States, United States
About David Wieland

David is a seasoned real estate entrepreneur and WealthTech innovator with over 25 years of experience in commercial real estate and capital markets. He is the founder and CEO of Realized, the first WealthTech platform for tax-efficiently reallocating investment property wealth. David's mission is to help investors and their advisors diversify their real estate holdings through custom, landlord-free portfolios tailored to their goals, using 1031 exchange and opportunity zone funds.David has played a vital role in more than $4.5 billion of real estate transactions, and has founded and led several successful companies, including Centrist Capital, a boutique venture firm, and Mission Residential, a fully-integrated apartment operator. He currently serves as a board member and advisor to a number of promising companies, and as a past chair of LifeWorks, a non-profit organization. David holds an MS and a BBA in Real Estate and Finance from Texas A&M University, where he served in various leadership positions. He lives in Austin with his college sweetheart, Laura, and their three children.

David Wieland's Current Company Details
Realized

Realized

View
Founder and CEO
Austin, TX, US
Website:
realized1031.com
Employees:
29
David Wieland Work Experience Details
  • Realized
    Founder And Ceo
    Realized
    Austin, Tx, Us
  • Realized
    Founder & Ceo
    Realized Mar 2015 - Present
    Austin, Texas, Us
    Realized is creating a category we call Investment Property Wealth Management®. Our category exists because the wealth management industry does not understand real estate, and the real estate industry doesn't understand wealth management!! Using our proprietary technology and risk algorithms, Realized helps families and their advisors tax-efficiently use 1031 "like-kind" exchanges to convert legacy investment property equity into passive after-tax, risk-adjusted income via diversified portfolios customized to meet their financial needs and lifestyle goals within their risk tolerances. Realized helps Baby Boomers and their advisors manage investment property wealth with the same sophistication as other asset classes -- like stocks and bonds. Our FinTech/WealthTech platform is the missing link between tax-conscious investors and seasoned real estate owner/operators seeking attractively priced programmatic capital. With domain expertise in institutional real estate, tax optimization, technology, and structured finance, Realized is creating the World's first scalable solution for Tax-Optimized Real Estate® Investment Property portfolios.
  • Centrist Capital
    Founder -- In Wind Down
    Centrist Capital 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.
  • Quickgifts
    Board Member / Investor. -- Operating
    Quickgifts 2012 - Present
    Austin, Tx, Us
    Founded in 2002, QuickGifts is the leading provider of gift card e-commerce and pre-paid currency solutions for local and regional merchants.
  • Conceivable
    Co-Founder / Board Member -- Wound Down
    Conceivable Jun 2013 - Jun 2019
    Austin, Texas, Us
    Conceivable is the only customized, all-natural fertility program that provides education, supplements, tools, and technology to give you the best chance to have a happy, healthy baby
  • Memberize
    Board Member / Lead Equity Investor -- Operating
    Memberize 2007 - Jun 2019
    Memberize provides membership site software and applications for your membership web site, membership management software, event management, member database software, and online membership management or association and club membership software. Memberize currently serves more than 150,000 individual members.
  • Bird Dog Analytics
    Co-Founder -- Sold
    Bird Dog Analytics Sep 2012 - Mar 2015
    Analytics consulting and product development firm.
  • Energytics
    Advisor / Lead Equity Investor -- Sold
    Energytics 2011 - Nov 2013
    Energytics is delivering the next generation of intelligence and analytics services to diverse participants in wholesale electricity markets. Across the globe, Independent System Operators (ISOs) are in the process of increasing the transparency of network topology, pricing, congestion, and performance information across their grids, so that they can drive reliability and price efficiencies for end consumers. Sold to Genscape in 2013.
  • Mission Residential
    Founder / Managing Principal -- Sold
    Mission Residential Mar 2004 - Nov 2009
    Mission Residential, a fully integrated, research-driven, multi-family owner-operator that acquired 12,500 apartment units across the Sunbelt, representing a total investment in excess of $925 million.Sold in 2009.
  • Frontera Investments & Greenstream Real Estate
    Founding Partner -- Fail
    Frontera Investments & Greenstream Real Estate May 2002 - Mar 2004
    Principal real estate investments in multifamily, manufactured housing and land.
  • Convenience Retail Group
    Founder / Managing Principal -- Sold
    Convenience Retail Group Apr 1998 - Aug 2003
    Holding company of start-up private REIT, wholesale gasoline distributor, and real estate developer. Built company's revenue to $15MM before liquidating to a publicly-traded REIT.
  • Forward Capital, Llc
    Co-Founder / Managing Principal -- Sold
    Forward Capital, Llc May 1999 - May 2002
    Sandpoint, Us
    Pioneered synthetic syndication of real estate products using structured finance. One of the first market participants to use synthetic credit products as a tool for mitigating the credit risk of REITs and CMBS. In three years, Forward Capital accumulated equity interests in ninety-two (92) properties nationwide, representing a gross investment of more than $100MM. Merged with a financial partner in 2002.
  • Prologis
    Strategic Initiatives / Acquisitions / Dispositions
    Prologis Jun 1996 - Mar 1998
    San Francisco, Ca, Us
  • Security Capital Group
    Director, Corporate Finance / Forecasting
    Security Capital Group Jun 1994 - May 1996
    Directed corporate forecasting for Security Capital Group's investment holdings, which included interests in twenty-one (21) public REITs and private real estate operating companies (REOCs).
  • Equitable Real Estate
    Director, Institutional Research
    Equitable Real Estate Sep 1992 - May 1994
    Applied quantitative real estate research using Modern Portfolio Theory to optimize large US pension funds' intra-and inter-asset real estate allocations. Part of the core team creating real estate publications including Emerging Trends and the US Real Estate Outlook, as well as numerous white papers many of the largest owners of institutional real estate in the world.

David Wieland Skills

Investments Start Ups Entrepreneurship Real Estate Venture Capital Strategy Acquisitions Property Management Due Diligence Portfolio Management Investment Properties Private Equity Real Estate Economics Valuation Disposition Real Estate Transactions Asset Managment Leadership Contract Negotiation Capital Markets Structured Finance Alternative Investments Business Strategy Real Estate Financing Early Stage Investment 1031 Exchanges Commercial Real Estate Investment Strategies Capital Raising Capital Structure Delaware Statutory Trust Wealth Management Financial Analysis Corporate Finance Working With Investors Fintech Crowdfunding Real Estate Private Equity Wealth Management Services Multi Generational Wealth Transfer Wealth Preservation Wealth Transfer Finance Angel Investing Wealth Preservation Planning Real Property Wealthtech Crowdfunding Regulation Strategic Planning Mergers And Acquisitions Financial Modeling Business Development

David Wieland Education Details

  • Texas A&M University
    Texas A&M University
    Masters Land Economics And Real Estate
  • Texas A&M University
    Texas A&M University
    Finance / Real Estate

Frequently Asked Questions about David Wieland

What company does David Wieland work for?

David Wieland works for Realized

What is David Wieland's role at the current company?

David Wieland's current role is Founder and CEO.

What is David Wieland's email address?

David Wieland's email address is dw****@****tal.com

What is David Wieland's direct phone number?

David Wieland's direct phone number is +170327*****

What schools did David Wieland attend?

David Wieland attended Texas A&m University, Texas A&m University.

What are some of David Wieland's interests?

David Wieland has interest in Guitar, Social Services, Children, Trends Hiding In Plain Sight, Fly Fishing, Fast Things, Economic Empowerment, Coaching, Travel And Learning, Education.

What skills is David Wieland known for?

David Wieland has skills like Investments, Start Ups, Entrepreneurship, Real Estate, Venture Capital, Strategy, Acquisitions, Property Management, Due Diligence, Portfolio Management, Investment Properties, Private Equity.

Who are David Wieland's colleagues?

David Wieland's colleagues are Jacob Adams, Sara Berry, Lisa Bember, Mckenna Duncan, Emma Faiva, Priscilla Rodriguez, Colton Hoisager.

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