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Press Releases2026-08-20T15:12:46-06:00

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In an era of rapid technological acceleration, speed and automation are easy to achieve. But true leadership requires preserving what cannot be replicated: your authentic human perspective.

In this thought-provoking clip from Episode 23 of the Intelligent Luxury Podcast, digital anthropologist and futurist @briansolis shares a powerful reminder for the modern real estate advisor.
While AI can instantly answer prompts and streamline backend tasks, relying on it to think for you strips away the very value clients hire you for. Technology should be leveraged for growth, transformation, and future preparation—but the trust, strategic judgment, and unique values you bring to every transaction must remain distinctly yours.

Augment your execution with technology. Lead every relationship with your humanity.

How are you ensuring your unique human voice stays at the forefront of your tech stack? Share your thoughts below.

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

#RealmGlobal #IntelligentLuxury #PodcastLaunch #DigitalAnthropology #HumanCentricAI

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In an era of rapid technological acceleration, speed and automation are easy to achieve. But true leadership requires preserving what cannot be replicated: your authentic human perspective. In this thought-provoking clip from Episode 23 of the Intelligent Luxury Podcast, digital anthropologist and futurist @briansolis shares a powerful reminder for the modern real estate advisor. While AI can instantly answer prompts and streamline backend tasks, relying on it to think for you strips away the very value clients hire you for. Technology should be leveraged for growth, transformation, and future preparation—but the trust, strategic judgment, and unique values you bring to every transaction must remain distinctly yours. Augment your execution with technology. Lead every relationship with your humanity. How are you ensuring your unique human voice stays at the forefront of your tech stack? Share your thoughts below. 🎙️ Stream the full conversation on the newest episode of Intelligent Luxury. #RealmGlobal #IntelligentLuxury #PodcastLaunch #DigitalAnthropology #HumanCentricAI

High-income sellers may face an additional tax that’s easy to overlook: the Net Investment Income Tax (NIIT).
The general income thresholds are:
• $200,000 for single filers
• $250,000 for married couples filing jointly
NIIT can apply to income from capital gains, dividends, interest, and certain rental income—potentially impacting a seller’s overall net proceeds.
For luxury real estate clients, identifying these considerations early can help avoid unexpected tax implications and support better planning around a sale.
Connect with Mercer Advisors to learn more about how thoughtful tax and wealth planning can help clients prepare before a transaction.

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High-income sellers may face an additional tax that’s easy to overlook: the Net Investment Income Tax (NIIT). The general income thresholds are: • $200,000 for single filers • $250,000 for married couples filing jointly NIIT can apply to income from capital gains, dividends, interest, and certain rental income—potentially impacting a seller’s overall net proceeds. For luxury real estate clients, identifying these considerations early can help avoid unexpected tax implications and support better planning around a sale. Connect with Mercer Advisors to learn more about how thoughtful tax and wealth planning can help clients prepare before a transaction.

Discover the unmatched beauty and opportunity of Big Sky alongside REALM’s exceptional local members.

Over two unforgettable days, explore extraordinary private communities, transformative new developments, world-class outdoor recreation and the breathtaking landscapes attracting discerning buyers from around the globe.

Join us for exclusive access, meaningful connections and insider perspectives from the advisors shaping the future of luxury real estate in Big Sky.

REALM Salon | Big Sky, Montana

September 14 + 15

Learn more and register through the REALM Events page.

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Discover the unmatched beauty and opportunity of Big Sky alongside REALM’s exceptional local members. Over two unforgettable days, explore extraordinary private communities, transformative new developments, world-class outdoor recreation and the breathtaking landscapes attracting discerning buyers from around the globe. Join us for exclusive access, meaningful connections and insider perspectives from the advisors shaping the future of luxury real estate in Big Sky. REALM Salon | Big Sky, Montana September 14 + 15 Learn more and register through the REALM Events page.

This week on Leading Minds, Brad Peters—founder of Scoop Analytics and the visionary behind the technology powering REALM’s new Diagnostic Reports—joins us for a conversation about turning business data into actionable intelligence.
With decades at the forefront of business intelligence, Brad will explore how REALM members can move beyond what happened to understand why it happened, what’s changing, and where opportunity may be emerging.
Discover where the data comes from, how it can be enriched, and how to put it to work to uncover opportunities and make smarter, more informed decisions.
This intelligence is exclusive to REALM members. Come see what your business data has been trying to tell you.

#REALMGlobal #LeadingMinds #BusinessIntelligence #DataAnalytics #LuxuryRealEstate #RealEstateInnovation #RealEstateTechnology #DataDriven #LuxuryRealEstateProfessionals #RealEstateLeadership #ActionableInsights #FutureOfRealEstate

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This week on Leading Minds, Brad Peters—founder of Scoop Analytics and the visionary behind the technology powering REALM’s new Diagnostic Reports—joins us for a conversation about turning business data into actionable intelligence. With decades at the forefront of business intelligence, Brad will explore how REALM members can move beyond what happened to understand why it happened, what’s changing, and where opportunity may be emerging. Discover where the data comes from, how it can be enriched, and how to put it to work to uncover opportunities and make smarter, more informed decisions. This intelligence is exclusive to REALM members. Come see what your business data has been trying to tell you. #REALMGlobal #LeadingMinds #BusinessIntelligence #DataAnalytics #LuxuryRealEstate #RealEstateInnovation #RealEstateTechnology #DataDriven #LuxuryRealEstateProfessionals #RealEstateLeadership #ActionableInsights #FutureOfRealEstate

Buying the beach house has nothing to do with the beach house—it’s about the people who occupy it.

As a massive transfer of generational wealth unfolds, client motivations are shifting. Riches are no longer measured purely in square footage or structural amenities, but in time, connection, and shared experiences.

In this insightful exchange from Episode 22 of the Intelligent Luxury Podcast, Asha Saxena and Mark McLaughlin discuss why advisors must pay close attention to the next generation of wealth creators and women leading this transition.

Today`s luxury buyers aren`t just purchasing real estate; they are investing in sanctuaries for their families and communities to gather. Understanding this shift from transaction to emotional legacy is what separates good real estate agents from trusted, lifelong advisors.}

How are you adapting your approach to connect with the next generation of wealth creators? Share your thoughts below.

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

#RealmGlobal #IntelligentLuxury #PodcastLaunch #GenerationalWealth #LuxuryLifestyle

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Buying the beach house has nothing to do with the beach house—it’s about the people who occupy it. As a massive transfer of generational wealth unfolds, client motivations are shifting. Riches are no longer measured purely in square footage or structural amenities, but in time, connection, and shared experiences. In this insightful exchange from Episode 22 of the Intelligent Luxury Podcast, Asha Saxena and Mark McLaughlin discuss why advisors must pay close attention to the next generation of wealth creators and women leading this transition. Today's luxury buyers aren't just purchasing real estate; they are investing in sanctuaries for their families and communities to gather. Understanding this shift from transaction to emotional legacy is what separates good real estate agents from trusted, lifelong advisors.} How are you adapting your approach to connect with the next generation of wealth creators? Share your thoughts below. 🎙️ Catch the full conversation on the newest episode of Intelligent Luxury. #RealmGlobal #IntelligentLuxury #PodcastLaunch #GenerationalWealth #LuxuryLifestyle

REALM is proud to partner with Graintree, bringing together two relationship-driven organizations committed to serving the world’s most discerning clients.
Through this partnership, REALM members gain access to Graintree’s expertise in tailored lending and financing solutions designed for complex, high-value real estate opportunities.
Together, we’re creating greater connectivity, expertise, and opportunity for our members and the clients they serve.
Welcome to the REALM community, Graintree!
Follow Graintree on LinkedIn to stay connected and receive their latest insights, news, and updates:
http://linkedin.com/company/graintree/

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REALM is proud to partner with Graintree, bringing together two relationship-driven organizations committed to serving the world’s most discerning clients. Through this partnership, REALM members gain access to Graintree’s expertise in tailored lending and financing solutions designed for complex, high-value real estate opportunities. Together, we’re creating greater connectivity, expertise, and opportunity for our members and the clients they serve. Welcome to the REALM community, Graintree! Follow Graintree on LinkedIn to stay connected and receive their latest insights, news, and updates: http://linkedin.com/company/graintree/

Please join us in welcoming Diana Schwartz, of Miami, Florida, to REALM. 🌴
Licensed in both Florida and New York, Diana specializes in representing ultra-luxury properties across New York City, the Hamptons, and South Florida. With more than a decade of private investment experience, she brings a strategic perspective to advising entrepreneurs, executives, athletes, and investors on premier waterfront residences, new developments, and exclusive off-market opportunities.
Known for her discretion, extensive cross-market network, and relationship-driven approach, Diana has built a reputation for delivering thoughtful guidance and exceptional results for clients navigating some of the world`s most competitive luxury markets.
We`re excited to welcome Diana to the REALM community and look forward to the expertise and global perspective she`ll bring to our network.
Welcome to REALM, Diana!

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Please join us in welcoming Diana Schwartz, of Miami, Florida, to REALM. 🌴 Licensed in both Florida and New York, Diana specializes in representing ultra-luxury properties across New York City, the Hamptons, and South Florida. With more than a decade of private investment experience, she brings a strategic perspective to advising entrepreneurs, executives, athletes, and investors on premier waterfront residences, new developments, and exclusive off-market opportunities. Known for her discretion, extensive cross-market network, and relationship-driven approach, Diana has built a reputation for delivering thoughtful guidance and exceptional results for clients navigating some of the world's most competitive luxury markets. We're excited to welcome Diana to the REALM community and look forward to the expertise and global perspective she'll bring to our network. Welcome to REALM, Diana!

AI can sit next to you as your silent research partner. But it can never teach you how to make a client feel understood.

In the high-net-worth space, technology isn`t here to replace human intelligence—it`s here to sharpen it. In this powerful exchange from Episode 21 of the Intelligent Luxury Podcast, @AshaSaxena and Moira Boyle discuss why data-driven preparation must be paired with genuine human connection.

Leveraging AI allows advisors to dig deeper, ask better questions, and enter every room fully prepared. But ultra-wealthy clients aren`t just looking for information or raw analytics; they are looking for trusted partners who understand their values, anticipate their needs, and show up with empathy and warmth.

Use AI to automate the research. Use your humanity to build the relationship. How are you leveraging your "silent research partner" to deliver a more thoughtful client experience?

#RealmGlobal #IntelligentLuxury #PodcastLaunch #WealthIntelligence #ClientRelationship

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AI can sit next to you as your silent research partner. But it can never teach you how to make a client feel understood. In the high-net-worth space, technology isn't here to replace human intelligence—it's here to sharpen it. In this powerful exchange from Episode 21 of the Intelligent Luxury Podcast, @AshaSaxena and Moira Boyle discuss why data-driven preparation must be paired with genuine human connection. Leveraging AI allows advisors to dig deeper, ask better questions, and enter every room fully prepared. But ultra-wealthy clients aren't just looking for information or raw analytics; they are looking for trusted partners who understand their values, anticipate their needs, and show up with empathy and warmth. Use AI to automate the research. Use your humanity to build the relationship. How are you leveraging your "silent research partner" to deliver a more thoughtful client experience? #RealmGlobal #IntelligentLuxury #PodcastLaunch #WealthIntelligence #ClientRelationship

Park City, the REALM way.

Two immersive days. One extraordinary mountain destination.
Exceptional homes, meaningful connections, Western hospitality, and unforgettable experiences—from intimate gatherings and curated property tours to dinner around the fire at Talisker Club.

Plus, a special experience with Beretta celebrating heritage, craftsmanship, and land conservation.

August 31–September 1 | Park City, Utah

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Park City, the REALM way. Two immersive days. One extraordinary mountain destination. Exceptional homes, meaningful connections, Western hospitality, and unforgettable experiences—from intimate gatherings and curated property tours to dinner around the fire at Talisker Club. Plus, a special experience with Beretta celebrating heritage, craftsmanship, and land conservation. August 31–September 1 | Park City, Utah

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!