We advise portfolios backed by partners such as
Our Services
Our Process
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02
03
Discover
We audit your current holdings & goals in a 45-minute call.
Design
Receive a data-backed, multi-year strategy with concrete next steps.
Deliver
Acquire, operate, and iterate with Realm at your side—quarterly reviews included.
About Realm
Founded to replace speculation with strategy, Realm has guided investors through $500M+ in transactions, safeguarding portfolios during every market cycle.
Our approach is rooted in deep market analysis and disciplined execution.
With a proven track record, Realm empowers clients to build lasting wealth with confidence.
95%
Client Retention
4.9/5
Satisfaction
200+
Clients
What Our Clients Say
As a real estate investor and agent for years, I thought I had taxes figured out. But this year, facing a huge tax bill, I discovered Cost Segregation thanks to Preet Sekhon at Realm Alliance Partner. Preet explained how it worked and its potential benefits for my 13 properties. Their initial estimate showed a savings of over $700,000, but the final result was over $1,000,000! Preet’s expertise and responsiveness made the whole process smooth, and I highly recommend his services to any serious investor.
Amador Leal
Real Estate Investor and Real Estate Agent
Our estimated optimal results were $96 k in accelerated depreciation. We were blown away when Preet and the team at Veritax delivered actual results of $236 k! The information was delivered well ahead of schedule, and our CPA praised how well it was presented.
If you are considering Veritax Advisors, don’t hesitate! We’re so grateful for their expertise and highly recommend them to any business owner looking to improve their cash flow.
Kim Powell
Business Director, KP Doors & Access
I almost lost a deal on a multi-family property. The buyer was hesitant about the $1.4 million price tag. But then I got a Cost Segregation Analysis from Preet, which showed a potential tax savings of over $120,000! That convinced my buyer, and we closed the deal. I highly recommend Preet’s services!
Tom Redmond
Real Estate Broker, Redmond Realty
Why Choose Us
Lifetime partnership
Proprietary analytics & on-call advisors
Fiduciary, fee-based alignment
Long-term legacy planning
Frequently Asked Questions
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What’s the minimum capital to work with Realm?We typically onboard clients with at least US $500 000 in deployable real estate equity, ensuring enough scale for a robust multi-year strategy.
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What deliverables will I receive?A concise, data-driven 3–5 year roadmap—market analysis, financial models, and clear next steps with timelines and KPIs.
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How is Realm compensated?A straightforward fee structure: Fixed project fee for research and strategy Monthly retainer for ongoing support Optional success bonus tied to agreed performance metrics
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Do you only advise on U.S. properties?Our core expertise is U.S. markets, but we also support select mature international markets (e.g., UK, Canada, Australia).
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Can I keep my existing property manager?Absolutely. We integrate with your current team—providing insights and recommendations without replacing anyone.
Strategic Growth. Trusted Partnerships. Lasting Legacies.
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