David Wieland Email & Phone Number

Austin, Tx, Us

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 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.

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.

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 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.

Analytics consulting and product development firm.

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, 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.

Principal real estate investments in multifamily, manufactured housing and land.

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.

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.

San Francisco, Ca, Us

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).

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.

Masters Land Economics And Real Estate

Bachelor Of Business Administration (Bba), Finance / Real Estate