The White Law Group Files FINRA Claim Against Realized Financial involving Inspired Healthcare Capital
Chicago, IL – August 20, 2025 — The White Law Group, a national securities fraud and investor protection law firm, has filed a FINRA arbitration lawsuit against Realized Financial (CRD#: 22333/SEC#: 801-70703,8-39659) on behalf of a Florida retiree. The claim alleges that the investor suffered substantial losses due to an unsuitable investment recommendation in Inspired Senior Living Hamilton DST, a program sponsored by Inspired Healthcare Capital (IHC).
The damages sought in the claim are estimated between $100,000 and $500,000.
Broker of Record: David John Funes (CRD #5467419)
The respondent’s financial advisor, David John Funes (CRD #5467419), served as the broker of record on the transaction. According to his FINRA BrokerCheck report, Funes has a troubling disciplinary history:
- A customer complaint dating back to 2023 involving allegations of misconduct.
- Criminal charges filed in the U.S. District Court Middle District of Florida for allegedly altering a check to redirect client funds to himself.
- Multiple regulatory actions relating to his misconduct.
- In the last nine months, Funes was barred by FINRA after failing to respond to regulatory inquiries.
Inspired Healthcare Capital Halts Distributions
Adding to investor concerns, Inspired Healthcare Capital halted distributions in July 2025, creating serious liquidity problems for investors who purchased DSTs and other alternative investments through the firm. Retirees, in particular, face financial hardship as they lose access to expected income streams.
“This case highlights the devastating impact of unsuitable investment recommendations in high-risk alternative products,” said Dax White, managing partner and securities fraud attorney with The White Law Group. “We are continuing to investigate claims involving Realized Financial, Inspired Healthcare Capital, and other DST investments sold to unsuspecting investors.”
About The White Law Group
The White Law Group is a national investment fraud and securities arbitration law firm with offices in Chicago, Illinois, and Seattle, Washington. The firm has represented hundreds of investors in FINRA arbitration claims against broker-dealers for improper investment recommendations and failure to supervise.
For more information about the Realized Financial lawsuit or if you have suffered losses in an Inspired Healthcare Capital investment, please visit www.whitesecuritieslaw.com or call (888) 637-5510.
Frequently Asked Questions – Realized Financial
What is the Realized Financial lawsuit about?
The White Law Group filed a FINRA arbitration claim alleging that Realized Financial recommended an unsuitable investment in Inspired Senior Living Hamilton DST, sponsored by Inspired Healthcare Capital. The Florida retiree claimant is seeking damages between $100,000 and $500,000.
Who is David John Funes?
David John Funes (CRD #5467419) is the broker of record on the investment. Funes has a history of regulatory actions, customer complaints, and criminal charges. He was barred by FINRA in 2025 for failing to cooperate with an investigation into his misconduct.
Why are investors concerned about Inspired Healthcare Capital?
Inspired Healthcare Capital halted distributions in July 2025, leaving many investors without expected income and limited options for liquidity. Investors in IHC-sponsored DSTs and other products may have claims to recover their losses.
Last modified: August 21, 2025
