PRIVACY POLICY
Services You Can Trust
Effective Date: July 1, 2025
Realm values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage with our services, including any communications via text message, email, or other platforms.
1. Information We Collect
We may collect the following types of personal information:
- Contact Information: Your name, phone number, email address, and mailing address.
- Communication Data: Information you provide when you communicate with us, including through SMS (text messages), email, or other messaging channels.
- Usage Data: Interaction data such as response times, message delivery and open rates, and engagement patterns.
2. How We Use Your Information
We use your information for the following purposes:
- To communicate with you, including sending appointment reminders, service updates, and promotional offers (with your consent).
- To deliver services you have requested from Realm and its affiliated entities (Realm Advisors, Realm Management, and Realm Capital).
- To comply with legal obligations and regulatory requirements.
3. Sharing Your Information
We do not sell your personal information. We may share your information with:
- Service Providers: Third-party vendors that help us deliver communications and manage our systems (e.g., messaging platforms, cloud providers).
- Legal Authorities: When required by law or to protect our rights, safety, or property.
4. Your Choices
You may opt out of receiving SMS messages from us at any time by replying “STOP” to any message. To opt out of email communications, follow the “unsubscribe” link in the message.
5. Data Security
We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure.
6. Data Retention
We retain your personal data only as long as necessary to fulfill the purposes outlined in this policy or as required by law.
7. Children’s Privacy
Our services are not directed to children under 13, and we do not knowingly collect information from anyone under that age.
8. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the "Effective Date" at the top of this page.
9. Contact Us
If you have any questions about this Privacy Policy or how we handle your data, please contact us at:
Realm
35 Miller Ave, #619, Mill Valley, CA 94941
415.366.1331
About Realm
Our Commitment to
Excellence
At Realm, excellence isn’t a goal—it’s our standard. We bring precision, integrity, and strategy to every aspect of real estate investing. Whether optimizing tax outcomes, structuring portfolios, or managing high-performing short-term rentals, our team operates with one mission: to unlock the highest value for our clients. With deep industry expertise and an unwavering commitment to results, we don’t just follow best practices—we set them.
About Realm
Our Commitment to
Excellence
At Realm, excellence isn’t a goal—it’s our standard. We bring precision, integrity, and strategy to every aspect of real estate investing. Whether optimizing tax outcomes, structuring portfolios, or managing high-performing short-term rentals, our team operates with one mission: to unlock the highest value for our clients. With deep industry expertise and an unwavering commitment to results, we don’t just follow best practices—we set them.
About Realm
Realm's Values and
Goals
Realm was founded with a singular goal: to elevate the real estate investment experience. We believe in strategy over speculation, education over assumptions, and partnerships over transactions. Our mission is to empower investors to grow, protect, and optimize their real estate wealth through expert advisory, innovative tools, and strategic relationships.
About Realm
Realm's Values and
Goals
Realm was founded with a singular goal: to elevate the real estate investment experience. We believe in strategy over speculation, education over assumptions, and partnerships over transactions. Our mission is to empower investors to grow, protect, and optimize their real estate wealth through expert advisory, innovative tools, and strategic relationships.
Preet Sekhon
Meet Our Founder and
Principal Advisor
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Meet Our Founder and Principal Advisor
Preet Sekhon
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We Crunched The Numbers
Did you know 98% of real estate agents and property owners miss out on the full benefits of cost segregation? Most leave money on the table by relying on outdated strategies or skipping it altogether. At Realm, we specialize in uncovering hidden tax savings that others overlook, maximizing your returns and building smarter portfolios.
Property Owners Don't Utilize Cost Segregation
This IRS-approved strategy accelerates depreciation, putting more cash in your hands today—but most never take advantage due to lack of awareness or guidance.
Millions of Dollars Being Left on the Table
Millions are being left on the table—capital that could be fueling your portfolio’s next expansion. Most investors overlook cost segregation, missing out on accelerated depreciation and immediate cash flow advantages that drive smarter growth.
$10M+
in Managed Properties
$50M+
in Tax Savings
95%
Client Retention
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