Leading Minds

Wednesday, August 5 / Virtual

The Wealth Transfer Has Started

Member Only Event

The largest wealth transfer in history is no longer on the horizon—it’s already underway.

Join Moira Boyle of Wealth-X/Altrata for an exclusive look at the data behind the world’s wealthiest individuals and the trends reshaping luxury real estate. Learn where capital is moving, how the next generation of affluent buyers is changing investment behavior, and what today’s advisors need to understand to stay ahead.

If your business depends on serving tomorrow’s luxury client, this conversation offers intelligence you won’t want to miss.

Wednesday · 1:00 PM PT / 4:00 PM ET

August 5, 2026

Leading Minds

The Wealth Transfer Has Started
The largest wealth transfer in history is no longer on the horizon—it's already underway.

Event Details

August 6, 2026

REALM Link

AI
AI isn't about replacing the advisor—it's about removing the busywork so you can focus on what matters most.

Event Details
August 17, 2026

REALM Link

Social Media & Marketing
Trade marketing insights, branding tips, and standout ideas with fellow members elevating their digital presence.

Event Details

STAY CONNECTED WITH REALM

Please join us in welcoming Sara Layne Pedro, of Kona, Hawaiʻi, to REALM. 🌺
As Principal Broker of LUVA Real Estate, Sara has spent more than 25 years helping homeowners and luxury clients experience the very best of Hawaiʻi. From exceptional real estate sales and estate management to luxury vacation properties, she and her team are known for delivering concierge-level service with professionalism, discretion, and genuine care.
Beyond her work with clients, Sara is a respected leader in the industry, serving as the 2026 President of the West Hawaiʻi Association of REALTORS® and championing collaboration, mentorship, and elevated standards of service throughout the islands.
With deep roots in Hawaiʻi, a passion for building lasting relationships, and an unwavering commitment to excellence, Sara embodies the thoughtful, client-first approach that defines the REALM community.
Welcome to REALM, Sara!

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Please join us in welcoming Sara Layne Pedro, of Kona, Hawaiʻi, to REALM. 🌺
As Principal Broker of LUVA Real Estate, Sara has spent more than 25 years helping homeowners and luxury clients experience the very best of Hawaiʻi. From exceptional real estate sales and estate management to luxury vacation properties, she and her team are known for delivering concierge-level service with professionalism, discretion, and genuine care.
Beyond her work with clients, Sara is a respected leader in the industry, serving as the 2026 President of the West Hawaiʻi Association of REALTORS® and championing collaboration, mentorship, and elevated standards of service throughout the islands.
With deep roots in Hawaiʻi, a passion for building lasting relationships, and an unwavering commitment to excellence, Sara embodies the thoughtful, client-first approach that defines the REALM community.
Welcome to REALM, Sara!

In the age of AI, what are the ultimate goals you`re trying to achieve? Technology handles the framework—you define the vision.

As a historic transfer of generational wealth unfolds, today`s high-net-worth consumers care about more than transactions. They prioritize values, lifestyle, and legacy.

In this moment from Episode 19 of the Intelligent Luxury Podcast, co-host Asha Saxena and Jason Udoff discuss how artificial intelligence is transforming traditional real estate operations.

From deal underwriting and market research to legal compliance and investor communications, leveraging AI allows lean teams to execute at scale. By letting technology handle the building framework, real estate professionals can focus on high-level strategy, relationship-building, and long-term value creation.

Invest in the tools today to stay ahead tomorrow.

How is your team using AI to focus on high-level goals rather than manual frameworks?

🎙️ Stream the full conversation on the newest episode of Intelligent Luxury.

#RealmGlobal #IntelligentLuxury #PodcasLlaunch #PropTechOps #RealEstateStrategy

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In the age of AI, what are the ultimate goals you're trying to achieve? Technology handles the framework—you define the vision.

As a historic transfer of generational wealth unfolds, today's high-net-worth consumers care about more than transactions. They prioritize values, lifestyle, and legacy.

In this moment from Episode 19 of the Intelligent Luxury Podcast, co-host Asha Saxena and Jason Udoff discuss how artificial intelligence is transforming traditional real estate operations.

From deal underwriting and market research to legal compliance and investor communications, leveraging AI allows lean teams to execute at scale. By letting technology handle the building framework, real estate professionals can focus on high-level strategy, relationship-building, and long-term value creation.

Invest in the tools today to stay ahead tomorrow.

How is your team using AI to focus on high-level goals rather than manual frameworks?

🎙️ Stream the full conversation on the newest episode of Intelligent Luxury.

#RealmGlobal #IntelligentLuxury #PodcasLlaunch #PropTechOps #RealEstateStrategy

Experience the best of Park City alongside REALM’s exceptional local members.

Over two unforgettable days, explore exclusive developments, iconic mountain attractions, breathtaking natural landscapes and the distinctive lifestyle that defines this world-class community.
Join us for meaningful connections, insider access and inspiration from the advisors shaping the future of luxury real estate in Park City.

REALM Salon | Park City, Utah

August 31 + September 1

Learn more and join us through the REALM Events page

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Experience the best of Park City alongside REALM’s exceptional local members.

Over two unforgettable days, explore exclusive developments, iconic mountain attractions, breathtaking natural landscapes and the distinctive lifestyle that defines this world-class community.
Join us for meaningful connections, insider access and inspiration from the advisors shaping the future of luxury real estate in Park City.

REALM Salon | Park City, Utah

August 31 + September 1

Learn more and join us through the REALM Events page

Luxury auctions have long been misunderstood.
For the world`s most exceptional properties, an auction isn`t about urgency. It`s about strategy.
By creating qualified competition within a defined timeline, auctions can uncover true market value, generate global buyer interest, and provide sellers with greater certainty and control.
In partnership with DeCaro Auctions, REALM is bringing this conversation to our community of the world`s leading luxury real estate advisors, exploring when an auction strategy can create extraordinary outcomes for extraordinary properties.
Because exceptional homes deserve exceptional strategies.

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Luxury auctions have long been misunderstood.
For the world's most exceptional properties, an auction isn't about urgency. It's about strategy.
By creating qualified competition within a defined timeline, auctions can uncover true market value, generate global buyer interest, and provide sellers with greater certainty and control.
In partnership with DeCaro Auctions, REALM is bringing this conversation to our community of the world's leading luxury real estate advisors, exploring when an auction strategy can create extraordinary outcomes for extraordinary properties.
Because exceptional homes deserve exceptional strategies.

Please join us in welcoming Katie Kiernan of Aspen, Colorado to REALM. 🏔️
An Aspen native with more than two decades of experience in one of the world`s most iconic luxury markets, Katie brings deep local expertise, trusted relationships, and a buyer-first approach to every client she serves. As a member of Aspen Luxury Brokers at Compass, she specializes in representing ultra-high-net-worth buyers across Aspen, Snowmass, and the Roaring Fork Valley.
Known for her strategic guidance and intimate understanding of the Aspen market, Katie helps clients navigate complex transactions with discretion, insight, and confidence. Her commitment to exceptional service and long-standing ties to the community make her a valued resource for buyers seeking one of Colorado`s most coveted destinations.
We`re proud to welcome Katie to the REALM community and look forward to the relationships, collaboration, and opportunities ahead.
Welcome to REALM, Katie!

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Please join us in welcoming Katie Kiernan of Aspen, Colorado to REALM. 🏔️
An Aspen native with more than two decades of experience in one of the world's most iconic luxury markets, Katie brings deep local expertise, trusted relationships, and a buyer-first approach to every client she serves. As a member of Aspen Luxury Brokers at Compass, she specializes in representing ultra-high-net-worth buyers across Aspen, Snowmass, and the Roaring Fork Valley.
Known for her strategic guidance and intimate understanding of the Aspen market, Katie helps clients navigate complex transactions with discretion, insight, and confidence. Her commitment to exceptional service and long-standing ties to the community make her a valued resource for buyers seeking one of Colorado's most coveted destinations.
We're proud to welcome Katie to the REALM community and look forward to the relationships, collaboration, and opportunities ahead.
Welcome to REALM, Katie!

$124 trillion is already changing hands.
The largest wealth transfer in history isn`t coming—it`s happening now.
Over the next two decades, a new generation of wealth holders will reshape luxury real estate, investment priorities, and client expectations. The advisors who understand these shifts today will be better positioned to lead tomorrow.

Join Moira Boyle of Wealth-X/Altrata for an exclusive Leading Minds conversation exploring where capital is moving, who`s inheriting it, and the trends every luxury advisor should understand to stay ahead.

Wednesday
1:00 PM PT / 4:00 PM ET

This is more than market commentary—it`s data-driven intelligence designed to help you better advise the next generation of luxury clients.

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$124 trillion is already changing hands.
The largest wealth transfer in history isn't coming—it's happening now.
Over the next two decades, a new generation of wealth holders will reshape luxury real estate, investment priorities, and client expectations. The advisors who understand these shifts today will be better positioned to lead tomorrow.

Join Moira Boyle of Wealth-X/Altrata for an exclusive Leading Minds conversation exploring where capital is moving, who's inheriting it, and the trends every luxury advisor should understand to stay ahead.

Wednesday
1:00 PM PT / 4:00 PM ET

This is more than market commentary—it's data-driven intelligence designed to help you better advise the next generation of luxury clients.

This week, REALM grew in two directions at once — and both point the same way.
A multi-office contingent from Berkshire Hathaway HomeServices Spain — Marbella, Mallorca, the Costa Blanca — has joined REALM, led by CEO Bruno Rabassa. And in Dubai, Mungi Adlan, CEO of Castilion Estates, has joined our global community.
Spain and Dubai are not random pins on a map. They are two of the most active wealth migration corridors on earth — the exact dynamic we documented in our white paper, The Borderless Decade. UHNW capital is in motion, and the advisors who serve it best are the ones connected to that movement before it becomes a transaction.
That’s what REALM was built for. One community. 150+ brokerage brands. ~550 advisors. 23 countries. $50B+ in annual sales. No borders, no silos — just the most exceptional advisors in the world, connected to each other and to the capital shaping this decade.
At REALM, we have always kept very good company. These latest additions are no exception.
Read more about REALM’s continued global expansion and the forces shaping luxury real estate in our latest USA Today feature, link in bio!
#REALM #LuxuryRealEstate #WealthMigration #TheBorderlessDecade #GlobalRealEstate

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This week, REALM grew in two directions at once — and both point the same way.
A multi-office contingent from Berkshire Hathaway HomeServices Spain — Marbella, Mallorca, the Costa Blanca — has joined REALM, led by CEO Bruno Rabassa. And in Dubai, Mungi Adlan, CEO of Castilion Estates, has joined our global community.
Spain and Dubai are not random pins on a map. They are two of the most active wealth migration corridors on earth — the exact dynamic we documented in our white paper, The Borderless Decade. UHNW capital is in motion, and the advisors who serve it best are the ones connected to that movement before it becomes a transaction.
That’s what REALM was built for. One community. 150+ brokerage brands. ~550 advisors. 23 countries. $50B+ in annual sales. No borders, no silos — just the most exceptional advisors in the world, connected to each other and to the capital shaping this decade.
At REALM, we have always kept very good company. These latest additions are no exception.
Read more about REALM’s continued global expansion and the forces shaping luxury real estate in our latest USA Today feature, link in bio!
#REALM #LuxuryRealEstate #WealthMigration #TheBorderlessDecade #GlobalRealEstate

𝗨𝗹𝘁𝗿𝗮-𝗵𝗶𝗴𝗵-𝗻𝗲𝘁-𝘄𝗼𝗿𝘁𝗵 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗿𝗲𝗻`𝘁 𝗷𝘂𝘀𝘁 𝗯𝘂𝘆𝗶𝗻𝗴 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝗶𝗲𝘀—𝘁𝗵𝗲𝘆 𝗮𝗿𝗲 𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗻𝗴 𝘁𝗵𝗲𝗶𝗿 𝗲𝗻𝘁𝗶𝗿𝗲 𝟭𝟮-𝗺𝗼𝗻𝘁𝗵 𝗹𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲.

For the modern global consumer, time is the ultimate luxury, and friction-free accessibility dictates where they invest. In this insightful moment from Episode 17 of the Intelligent Luxury Podcast, @JulieFaupel and @allisonrichards30a discuss the evolution of multi-location living. Today`s clients carefully curate their yearly calendar—balancing months between primary sanctuaries, coastal retreats like 30A, and seasonal European travel.

As direct flights, private airways, and remote capabilities expand, real estate advisory transitions from single-market sales to multi-destination lifestyle strategy. Elite advisors don`t just facilitate transactions; they help clients script seamless transitions across their global property portfolios.

Efficiency drives the decision. Trusted advisory delivers the experience.

How is your practice adapting to serve clients managing multi-destination, global portfolios?

🎙️ Catch the full conversation on the newest episode of Intelligent Luxury.

#RealmGlobal #IntelligentLuxury #Podcastlaunch #GlobalAdvisory #LuxuryRealEstate

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𝗨𝗹𝘁𝗿𝗮-𝗵𝗶𝗴𝗵-𝗻𝗲𝘁-𝘄𝗼𝗿𝘁𝗵 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗿𝗲𝗻'𝘁 𝗷𝘂𝘀𝘁 𝗯𝘂𝘆𝗶𝗻𝗴 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝗶𝗲𝘀—𝘁𝗵𝗲𝘆 𝗮𝗿𝗲 𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗻𝗴 𝘁𝗵𝗲𝗶𝗿 𝗲𝗻𝘁𝗶𝗿𝗲 𝟭𝟮-𝗺𝗼𝗻𝘁𝗵 𝗹𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲.

For the modern global consumer, time is the ultimate luxury, and friction-free accessibility dictates where they invest. In this insightful moment from Episode 17 of the Intelligent Luxury Podcast, @JulieFaupel and @allisonrichards30a discuss the evolution of multi-location living. Today's clients carefully curate their yearly calendar—balancing months between primary sanctuaries, coastal retreats like 30A, and seasonal European travel.

As direct flights, private airways, and remote capabilities expand, real estate advisory transitions from single-market sales to multi-destination lifestyle strategy. Elite advisors don't just facilitate transactions; they help clients script seamless transitions across their global property portfolios.

Efficiency drives the decision. Trusted advisory delivers the experience.

How is your practice adapting to serve clients managing multi-destination, global portfolios?

🎙️ Catch the full conversation on the newest episode of Intelligent Luxury.

#RealmGlobal #IntelligentLuxury #Podcastlaunch #GlobalAdvisory #LuxuryRealEstate

The best luxury advisors don`t need to know every financing solution—they need to know the right experts to call when a client`s situation falls outside the conventional box.
This week on Leading Minds, we`re joined by Gary Farro, Co-Founder & Co-CEO of Graintree Home Lending, REALM`s Non-Bank Lending Strategic Partner.
Whether your client is an entrepreneur, real estate investor, foreign national, self-employed borrower, or purchasing a non-warrantable property, Graintree provides tailored lending solutions that traditional banks often can`t.
Together, we`ll discuss:
• Why today`s luxury buyers require a different financing approach
• The financing scenarios every advisor should recognize
• Common mistakes that can derail a deal—and how to avoid them
• Real examples of creative lending solutions that helped transactions reach the closing table
At REALM, our goal is to equip members with trusted specialists who expand your capabilities, strengthen your client relationships, and help you win more business. Graintree is another resource in your toolkit when conventional financing isn`t the right fit.
Leading Minds | The Age of the Agent: Financing the Trophy Asset
Wednesday, July 29 | 1:00 PM PT / 4:00 PM ET

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The best luxury advisors don't need to know every financing solution—they need to know the right experts to call when a client's situation falls outside the conventional box.
This week on Leading Minds, we're joined by Gary Farro, Co-Founder & Co-CEO of Graintree Home Lending, REALM's Non-Bank Lending Strategic Partner.
Whether your client is an entrepreneur, real estate investor, foreign national, self-employed borrower, or purchasing a non-warrantable property, Graintree provides tailored lending solutions that traditional banks often can't.
Together, we'll discuss:
• Why today's luxury buyers require a different financing approach
• The financing scenarios every advisor should recognize
• Common mistakes that can derail a deal—and how to avoid them
• Real examples of creative lending solutions that helped transactions reach the closing table
At REALM, our goal is to equip members with trusted specialists who expand your capabilities, strengthen your client relationships, and help you win more business. Graintree is another resource in your toolkit when conventional financing isn't the right fit.
Leading Minds | The Age of the Agent: Financing the Trophy Asset
Wednesday, July 29 | 1:00 PM PT / 4:00 PM ET

Please join us in welcoming Bruno Rabassa, of Spain, to REALM. 🇪🇸
Serving Spain`s premier luxury markets through Berkshire Hathaway HomeServices, Bruno brings extensive experience advising discerning buyers and investors navigating cross-border opportunities. His international perspective and deep understanding of Spain`s luxury landscape make him a trusted resource for clients seeking exceptional properties and lifestyle investments.
As REALM continues to strengthen its global network, we`re excited to welcome Bruno and the expertise he brings to members and clients around the world.
Welcome to REALM, Bruno!

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Please join us in welcoming Bruno Rabassa, of Spain, to REALM. 🇪🇸
Serving Spain's premier luxury markets through Berkshire Hathaway HomeServices, Bruno brings extensive experience advising discerning buyers and investors navigating cross-border opportunities. His international perspective and deep understanding of Spain's luxury landscape make him a trusted resource for clients seeking exceptional properties and lifestyle investments.
As REALM continues to strengthen its global network, we're excited to welcome Bruno and the expertise he brings to members and clients around the world.
Welcome to REALM, Bruno!