RISE: Wealth Planning & Retirement Tools

Real Reveals New Wealth Planning Tools and Retirement Resources at RISE

Yesterday, we unveiled our elevated new brand positioning and completely re-designed Marketing Center, packed with resources to help you showcase our bold new vision. Today, we want to share some announcements that will benefit your financial future.

Keep reading to learn more and be sure to:

• Start using WealthPlan and Revenue Share Insights to set and track your financial goals. Available in reZEN.

• Stay tuned for more information regarding Real Wallet and Real Retirement, which are coming to agents in early 2024.

Real Wallet

CEO Tamir Poleg announced Monday that the company is working toward providing Real agents with Real Wallet, a first-of-its-kind product that centralizes the functionality of a debit card, credit card, reward points, and an array of additional perks to offer agents a new way to unlock financing sources. Initial testing is scheduled for the first half of 2024.

We envision a future where agents have a transparent, reliable, and predictive approach to a major portion of their finances. 

Real Retirement

To provide agents more financial security, the company will be launching Real Retirement effective January 1, 2024. Under the program, agents who have been a producing agent with the company for a minimum of three years will become eligible to continue to collect 60% of their monthly revenue share payments after they are no longer actively representing clients, provided they maintain an active real estate license. The percentage increases to 80% after 4 years and 100% after 5 years.

We believe it's important to not only provide the tools that allow our agents to adequately plan for retirement, but also to recognize their contributions to Real even after they are no longer actively buying and selling homes.

WealthPlan

Real also unveiled a suite of fully integrated wealth planning tools dubbed “WealthPlan” for real estate. WealthPlan takes a three-part approach focused on education, planning and accountability to help agents design and achieve their wealth goals.

With WealthPlan you can:

• Set wealth targets and automatically generate a personalized plan

• See how your production (GSV and unit targets) impact your 5-year WealthPlan

• See how the Stock Purchase Plan (SPP) can impact your wealth at various stock prices.

• Set attraction goals—including how many agents you plan to attract to Real—and see how these goals will impact your 5-year WealthPlan.

• Track actual progress against your goals—your plan will be updated in real time to adjust for changes in commission income, stock holdings, revenue share, and other programs. 

• Share your plan with team leaders, coaches and advisors to stay accountable.

• Learn more about Real's wealth building programs, and adjust your plan accordingly. 

Real will be making its planning feature available to agents interested in joining the organization to enable them to forecast what their financial future would look like on the Real platform based on their wealth building goals.

Learn More: What is WealthPlan?

Revenue Share Insights - 

To provide agents more insight regarding their overall earnings, Real rolled out a dashboard that offers comprehensive insights of each agent’s revenue share income as well as more visibility into their revenue sharing network.
Revenue share insights gives agents more insight into how much they are earning through Real’s Revenue Share Program. With Revenue Share Insights, you can:

• Track month-over-month earnings

• Quickly copy your unique referral link to share with prospective agents

• View your full revenue share payment history

• View your progress unlocking Tiers

• View your total network, including how much you earn from each Tier

• View each member of your network and their contact information

Learn More: What is Revenue Share Insights?

Be on the lookout for a follow-up message tomorrow with some additional messages following the close of RISE 2023.