The Technology


Technologies to Succeed 

Customized Portfolio Diversification

Upstream utilizes the technology offered by Realized, giving our clients access to some of the most comprehensive tools for real estate investing. These include a comprehensive investment plan, robust due diligence and a large DST marketplace. 

SIMPLIFYING THE COMPLEXITIES

The Components of Your Investment Plan

Your unique plan will help you employ a tax-deferral strategy that helps you transition your equity from individual properties into a diversified and passive portfolio. The components of your investment plan include a summary of your portfolio’s proposed investments, specific property details, projected net income estimates, your portfolio’s Confidence and Diversification scores, and more.

The Building Blocks of Your Investment Plan

Goals-Based Portfolios

Each goals-based portfolio is built with one of three main objectives in mind: capital preservation, income generation, or growth.

Confidence Score

The Confidence Score represents the level of confidence Upstream has in your overall portfolio to reach Sponsor income projections.

Diversification Score

The Diversification Score is a measurement that assesses the overall level of diversification in your portfolio. It is based on five different components.

*For Example Purposes Only 

MAINTAINING YOUR PLAN

The Realized Marketplace

The Realized Marketplace provides a selection of potential real estate investments for inclusion in a portfolio. These offerings have successfully undergone the Realized Due Diligence review process, which involves a thorough analysis of the Sponsor, underlying real estate properties, investment structure, and other pertinent factors.

THE MARKETPLACE DIFFERENCE

Robust Due Diligence

As part of the Realized due diligence process, a team of real estate analysts provides investors with exclusive measurements such as Confidence Scores and net income analysis. These are only available in the offering summary on every potential investment.

HOW WE WORK

Our Defined Process

We keep things simple so you can really understand what’s going into your personalized investment plan. Our process includes four major steps:

Cultivating & Sharing Ideas

Custom Portfolio Construction

Closing Coordination & Execution

Consolidated Online Reporting

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