REALM, the invitation-only global network of luxury real estate advisors, has announced the launch of REALM Intelligence, powered by Scoop, across its entire membership. The new service addresses a critical challenge facing top advisors: the rapid creation and relocation of wealth, which makes it difficult for individuals to track emerging opportunities. REALM Intelligence delivers a personalized monthly report to each member, tailored to their specific market, segment, and book of business, based on a comprehensive dataset that no single brokerage could assemble.
The reports provide advisors with insights into their local market, including inventory, pricing, absorption, and days on market, benchmarked against the broader network. They also flag aging listings and market conditions to monitor, with language crafted to comply with MLS rules. Beyond local data, the reports analyze economic factors affecting the ultra-high-net-worth (UHNW) market, such as liquidity events, executive moves, and corporate relocations, drawn from public filings and REALM's wealth data. These insights are mapped to the advisor's territory, with connections to companies and families that may be known to other REALM members, facilitating introductions through REALM's network tools.
The impact of REALM Intelligence is significant for advisors. It enables them to act on market shifts a month earlier, with data-driven confidence, rather than relying on anecdotal evidence. It also helps identify newly wealthy households that may not publicly announce their status, saving advisors countless hours of research. For clients who expect their advisors to be informed, this early insight can mean the difference between being called for advice and being consulted as a trusted expert.
Julie Faupel, Founder and CEO of REALM, emphasized the importance of actionable intelligence: "The industry has never had a shortage of dashboards. It has had a shortage of answers. A report telling an advisor their market softened last quarter is not intelligence. Telling them where the opportunity is in their market this quarter, and what to do about it, is. There is $127 trillion moving between generations right now, and trillions more being created outright in a handful of markets. Our members should not have to go looking for it."
Early reactions from members have been positive, with brokers like Bob Pennypacker of Sotheby's International Realty in Healdsburg, California, and Tasha and Michael Osborne of WEC Real Estate in Central Florida noting that the reports accurately reflect their markets. The development of REALM Intelligence was a collaborative effort with Scoop, a pilot group of REALM advisors, and a feedback loop that refined the AI's guidance over two months.
Brad Peters, Founder and CEO of Scoop, explained the approach: "REALM's members are owners, and each one has spent a career learning their own market; you do not build intelligence for people like that from the outside. So we ran it as a loop. The network told us what was useful and what was noise; we turned that judgment into rules the AI applies to every report, and we shipped again."
REALM Intelligence is now available to all members, with a second release planned that will provide wealth migration briefs. This initiative underscores REALM's commitment to leveraging technology to enhance the capabilities of its advisors, who represent more than $50 billion in annual sales across 23 countries and over 150 brokerage brands.
