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The Real Brokerage
The Real Brokerage (REAX) investor relations material
The Real Brokerage 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Business growth and scale
Achieved significant revenue growth, from $300 million in 2022 to a pace exceeding $2 billion, driven by agent acquisition and retention, and expansion into mortgage, title, and fintech products.
Growth is primarily organic and inbound, with 85% of new agents coming from referrals and 15% from inbound inquiries.
Private Label program enables small brokerages to join while retaining their branding, accounting for 15% of growth.
Revenue churn among productive agents dropped to 1.4% in Q3, reflecting increased platform stickiness.
Share purchase and referral programs incentivize agent loyalty and engagement.
Business model and agent value proposition
Offers agents freedom, flexibility, and a technology suite that reduces costs and increases efficiency.
Agents pay about half compared to traditional brokerages and benefit from a collaborative, non-competitive culture.
Multiple monetization opportunities for agents, including referrals, title joint ventures, and becoming licensed loan officers.
Focus on treating agents as small businesses and supporting their growth.
Technology and AI innovation
Launched Leo, an AI assistant, initially for internal support, now handling 50% of support tickets.
Leo is being developed for consumer-facing roles, able to nurture leads, pre-qualify buyers, and handle client communications 24/7.
AI-driven automation reduced transaction processing time from two hours to two to three minutes of human labor.
Leo integrates with a proprietary ARM system, ensuring seamless agent handoff and client management.
Agents can monetize client interactions with Leo, with payments based on conversation minutes starting Q3 2026.
How does Leo 10x agent capacity and lead nurturing?
What drives 2-3 minute human labor per transaction?
How will Leo boost attach rates for ancillary services?
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Next The Real Brokerage earnings date
Q4 20256 Mar, 2026
The Real Brokerage
Next The Real Brokerage earnings date
Q4 20256 Mar, 2026
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Frequently asked questions
The Real Brokerage Inc. is an American real estate company. The company, together with its subsidiaries, serves markets in the United States and Canada. It is organized into three business segments: North American Brokerage, Real Title, and One Real Mortgage, offering services across real estate brokerage, title insurance, and mortgage brokerage. The company is headquartered in Miami, Florida, and its shares are listed on the NASDAQ.
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