Stratum Holdings (SRTM) Investor presentation summary

Business overview

• Operates six agent-centric, technology-integrated real estate segments, including residential and commercial brokerages, franchising, property management, coaching, and title agency.

• Generates revenue from every aspect of real estate transactions, leveraging proprietary SaaS technology and multiple ancillary services.

• Offers agents a choice between a 100% commission model or a revenue share plan, supported by robust training and proprietary tech tools.

• Agent-centric approach provides strong support, education, and technology to maximize agent earnings and retention.

Revenue streams and financials

• Revenue breakdown for the first nine months of 2025: Realty 83%, Property Management 15%, CRE 1%, Coaching 1%.

• Total revenue for the first nine months of 2025 reached $60.9 million.

• Annual revenue has grown from $27.0 million at IPO to $69.4 million in 2024.

• Diversified income sources include transaction fees, franchise fees, SaaS subscriptions, management fees, and event-based coaching revenues.

Growth and expansion

• Agent count surpassed 3,100 in 2025, with 27 offices across six states and Puerto Rico.

• Aggressive acquisition strategy, including reacquiring franchisees and acquiring 12 brokerages since IPO.

• Expansion of ancillary services such as title insurance and property management to increase revenue per transaction.

• Proprietary technology and white-label opportunities support scalability and future growth.