REALM, the invitation-only global network of luxury real estate advisors, has announced the rollout of REALM Intelligence, a personalized monthly report powered by Scoop's AI, to its entire membership. The service addresses the challenge advisors face in tracking rapidly moving wealth and market dynamics, offering individualized insights based on a vast dataset.
Each report is tailored to the advisor's specific market and clientele, analyzing inventory, pricing, absorption, and days on market. It compares their performance with the network's, highlighting whether shifts are local or broader. The reports also flag aging listings and provide market conditions to monitor, with language refined through member input and MLS compliance.
The intelligence goes beyond local data to include economic factors affecting the ultra-high-net-worth market, such as liquidity events, executive moves, and corporate relocations. These are sourced from public filings and REALM's wealth data, mapped to each advisor's territory, and connected to potential opportunities. Where relevant, the reports link to REALM's connection tools to facilitate introductions.
Julie Faupel, Founder and CEO of REALM, emphasized the importance of actionable intelligence over mere data: "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." She highlighted the $127 trillion in intergenerational wealth transfer and trillions more being created, stressing that members should not have to go looking for it.
Early feedback from members has been positive, with advisors like Bob Pennypacker of Sotheby's International Realty in Healdsburg, California, and Tasha and Michael Osborne of WEC Real Estate in Central Florida recognizing their own markets in the analysis.
The development of REALM Intelligence was a collaborative effort with Scoop, involving a pilot group of REALM advisors who shaped the guidance. Brad Peters, Founder and CEO of Scoop, explained: "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 focusing on wealth migration trends expected in the coming weeks. This initiative builds on REALM's existing research, such as the Crossing Over guide to international buyers, extending it from network-level insights to individual advisor reports.
