What Caldwell Group does

Caldwell Group is a privately held residential real estate team operating under the eXp Realty brokerage, headquartered in Fort Mitchell, Kentucky. The firm serves home buyers and sellers across the Northern Kentucky, Cincinnati, and Southeast Indiana markets, with co-leads Dianna Caldwell and Derek Caldwell at the helm supported by 14 licensed agents and a four-person support staff (transaction, listing, marketing, and a "Pawperty Specialist"). Core revenue is generated through transaction-based commissions on buyer and seller representation, supplemented by specialized service lines including luxury property representation ($750k+), relocation services, first-time buyer/seller guidance, military relocation (MRP-certified), and small-scale investor services.

The team's technology stack is built on third-party integrations rather than proprietary platforms. Customer-facing tools include the RealScout home search platform for map-based property discovery, a Chatbase-powered AI chatbot for inquiry handling and lead capture, 3D tour technology for property listings, and an in-house Agent Finder matching tool at agentfinder.caldwellrg.com. Back-end data is sourced from the Northern Kentucky MLS and MLS of Greater Cincinnati via Broker Reciprocity, and the team markets via an active blog (dating to 2017), monthly market reports, and a communities guide covering 30+ neighborhoods. Disclosed technology differentiators include AI-powered market analytics and 3D tours, but no proprietary ML models, patents, or in-house AI research are described.

Go-to-market is direct-to-consumer and sales-led: consumers reach the team through organic search, the website's Agent Finder and home valuation tools, Zillow Premier Agent lead flow, content marketing, and referrals. The team reports 200+ transactions per year, 2,600+ families served lifetime, $300M+ lifetime sales volume, and 500+ verified 5-star reviews, with rankings of #2 locally, Top 3 in Kentucky, and Top 1% of Realtors nationwide (RealTrends, Best of Zillow, Best of NKY). No external investment or institutional ownership is disclosed; ownership is founder-controlled with eXp Realty as the brokerage affiliate rather than a holding parent.

Name

Caldwell Group

Legal name

The Caldwell Group

Website

https://caldwellrg.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Caldwell Group is a privately held residential real estate team operating under eXp Realty, serving home buyers and sellers across Northern Kentucky, Cincinnati, and Southeast Indiana with 14 agents and transaction, listing, and marketing support staff.

Ownership category

akta.pro rank

Product category

Residential Real Estate Brokerage

NAICS

Offices of Real Estate Agents and Brokers (53121)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Residential Real Estate Teams & Agent Networks (Team-Based Brokerage) (BPAJAAAL)

akta.pro secondary industry

Real Estate Market Research & Economic Advisory (Demand/Supply, Location Analytics) (BPAJANAD)

Keywords

• Residential real estate
• Buyer representation
• Seller representation
• Luxury home sales
• Relocation services

Headquarters

HQ city

Ft Mitchell

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Buyer Representation Commissions: Commission-based revenue from representing buyers in real estate transactions. Team operates under eXp Realty brokerage.
2. Seller Representation Commissions: Commission-based revenue from representing sellers in real estate transactions. Includes marketing strategy and listing services.
3. Relocation Services: Specialized services for relocating families, both incoming and outgoing relocations.
4. Luxury Property Services: Premium services for luxury properties ($750k+) with specialized marketing and client service.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

The Caldwell Group is a residential real estate team operating under eXp Realty that provides full-service buyer and seller representation across Northern Kentucky, Cincinnati, and Southeast Indiana. The team also delivers specialized services in luxury properties ($750k+), corporate and military relocations (MRP-certified), first-time buyer/seller guidance, and real estate investment support, supported by digital tools including an AI-powered chatbot, AI-driven market analytics, 3D tours, and a RealScout-integrated home search platform fed by NKMLS and MLS of Greater Cincinnati data.

Product overview

The Caldwell Group is a real estate team operating under eXp Realty, offering residential buying and selling services across Northern Kentucky and Cincinnati. The core offering consists of buyer and seller representation services, supplemented by client-facing digital tools including a home valuation tool, an Agent Finder directory, a real estate blog with market insights and guides, monthly market reports for Northern Kentucky and Cincinnati, mortgage and financial calculators, and a community/neighborhood guide covering over 30 local communities. The team also employs AI-powered tools including a chatbot (via Chatbase) and AI-powered market analytics as part of its client service technology.

Differentiator

Problem solved

Functional benefit

Products and services

• Buyer Representation Services Full-service real estate representation for home buyers, including property search, negotiation strategy, financing coordination, and closing support, delivered across Northern Kentucky, Cincinnati, and Southeast Indiana by The Caldwell Group under eXp Realty.
• Seller Representation Services Full-service real estate representation for home sellers, including property valuation, marketing strategy, listing management, negotiations, and closing support across Northern Kentucky, Cincinnati, and Southeast Indiana.
• Relocation Services Specialized real estate services for clients relocating to or from the Northern Kentucky and Cincinnati area, including market orientation, property search, transition support, and military relocation (MRP-certified) coordination.

Quantifiable outcome

• Guided 2,600+ families through successful transactions with $300M+ in lifetime sales volume
• +3 more outcomes

Named customers2 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature5 records

Partnerships

Six partnerships are on record, tiered core and minor.

• eXp RealtycoreChannel Partner/ Reseller/ DistributorCaldwell Group operates as a real estate team under eXp Realty brokerage. This provides MLS access, transaction support, brokerage compliance, and brand affiliation. eXp Realty is a cloud-based real estate brokerage enabling agents to work remotely with comprehensive support services.
• Tom FerrycoreStrategic or Co-development PartnerTeam is coached through Tom Ferry's elite programs, one of the most recognized real estate coaching and training organizations in the industry. This provides ongoing professional development, marketing strategies, and business growth methodologies.
• RealTrendsminorStrategic or Co-development PartnerRealTrends provides ranking and recognition services. Caldwell Group is recognized in RealTrends America's Best rankings, validating their market position and performance.
• ZillowminorStrategic or Co-development PartnerRecognized as Zillow Premier Agent team with Best of Zillow status. Zillow provides platform visibility and lead generation opportunities.
• RealScoutcoreTechnology or IntegrationHome search platform integrated into the Caldwell Group website allowing customers to search listings across Northern Kentucky and Cincinnati markets. Provides map-based search by city, neighborhood, and zip code.
• NKMLS & MLS of Greater CincinnaticoreTechnology or IntegrationMultiple Listing Service providers offering comprehensive property listing data across Northern Kentucky and Greater Cincinnati markets. Provides the data foundation for all property searches and market reports.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Comey & Shepherd Realtors: Long-established regional residential brokerage serving the Greater Cincinnati and Northern Kentucky markets with buyer and seller representation. Direct local competitor to Caldwell Group in the same geographies and customer segments.
• Huff Realty: Regional residential real estate brokerage headquartered in the Cincinnati/Northern Kentucky area, offering buyer and seller services with a similar team-based model. Operates in the same metro and customer base as Caldwell Group.
• Robinson Sotheby's International Realty: Cincinnati-area affiliate of Sotheby's International Realty focused on luxury and high-end residential representation. Competes directly with Caldwell Group's luxury ($750k+) segment in the same Northern Kentucky/Cincinnati market.

Broad incumbents

• eXp Realty: National cloud-based brokerage under which Caldwell Group operates. While not a direct competitor in the same team sense, eXp's brand, technology platform, and commission structure directly shape Caldwell Group's economics and client perception.
• Compass: National technology-driven residential brokerage with a strong luxury and high-end focus. Competes with Caldwell Group for top-producing agents and affluent clients, and offers overlapping capabilities at a larger scale.
• Keller Williams Realty: Largest real estate franchise by agent count in the U.S., with a heavily team-based operating model and similar buyer/seller representation services. Competes for agents and listings in the Cincinnati metro.
• Coldwell Banker Realty: National residential real estate brand with established Cincinnati-area operations. Offers comparable buyer/seller representation services with a broader agent network and brand reach.
• Berkshire Hathaway HomeServices: National residential brokerage network operating in the Cincinnati/Northern Kentucky region. Competes for the same pool of buyers, sellers, and experienced agents at a larger scale.
• RE/MAX: Global real estate franchise with significant Cincinnati-area agent presence. Overlaps with Caldwell Group in residential buyer/seller representation and agent recruitment dynamics.

Others

• Tom Ferry International: Real estate coaching and training organization engaged by Caldwell Group for agent development and business growth. Adjacent ecosystem participant that influences how Caldwell Group and comparable high-performing teams operate.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Caldwell Group