JLee Realty

What JLee Realty does

JLee Realty is a privately held, founder-led residential real estate brokerage headquartered at 4260 El Camino Real in Palo Alto, California. The firm operates as the Juliana Lee Team, a team-based brokerage serving home buyers and sellers across more than 34 cities in San Mateo, Santa Clara, and Alameda counties. The principal, Juliana Lee, has over 30 years of Bay Area real estate experience and was previously recognized as the #1 top agent nationwide at Keller Williams Realty across multiple consecutive years. The brokerage holds a team license (70010194) operating under broker license Pinnacle Realty Advisors (02220139).

The firm's product surface combines traditional brokerage services with a consumer-facing web platform. Core services include buyer representation, seller representation, 1031 exchange advisory, new construction consulting, and luxury home transactions. The digital platform includes an MLS/IDX-integrated property search covering 35+ cities, automated property alerts through a Property Organizer tool, market statistics dashboards, and city information guides with schools, parks, and neighborhood data. The model is commission-based, with a publicly disclosed 3% selling fee structure that undercuts traditional 5-6% commission norms in the region. Distribution relies on organic search, referral networks, client testimonials, real estate portal listings (Zillow, Trulia, MLS), email marketing, and periodic educational seminars on estate planning, taxes, and market trends. GTM is sales-led with team specialization across transaction stages, augmented by educational content and community engagement through the Juliana Lee Education Foundation.

Name

JLee Realty

Legal name

JLee Realty

Website

https://julianalee.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

JLee Realty is a Palo Alto-based, founder-led residential real estate brokerage serving home buyers and sellers across 34+ Silicon Valley cities, operating as the Juliana Lee Team under broker license Pinnacle Realty Advisors with a 3% selling fee and a team-based, referral-driven GTM.

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

Traditional Residential Brokerage (Existing Homes) (BPAJAAAA)

akta.pro secondary industry

Real Estate Buyer Representation (FSAEAJAG)

Keywords

• Residential real estate brokerage
• Home buyer representation
• Home seller representation
• Silicon Valley realty
• Property search platform

Headquarters

HQ city

Palo Alto

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Real Estate Transaction Commissions: Commission-based revenue from residential real estate transactions in Silicon Valley. The company charges a 3% selling fee, with agents representing both buyers and sellers in home transactions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

JLee Realty is a full-service residential real estate brokerage that represents home buyers and sellers across 34+ cities in Silicon Valley, including Palo Alto, San Jose, Sunnyvale, Mountain View, and Menlo Park. The firm charges a 3% selling fee for seller representation and offers buyer-side representation, supported by a team of agents with specialists for different transaction stages and a website-based property search platform.

Product overview

JLee Realty operates as a full-service real estate brokerage with a team-based approach. The core offering is residential real estate transaction services (buying and selling) supplemented by a comprehensive online platform providing property search tools, market analytics, and educational resources. The company serves clients across Silicon Valley through a team of agents, with Juliana Lee serving as the lead broker. The digital product suite includes a property search engine covering 35+ cities, real estate statistics dashboards, city information guides, property organizer tools, and new construction consulting services. The business model combines traditional brokerage services with technology-enabled consumer self-service tools.

Differentiator

Problem solved

Functional benefit

Products and services

• Residential Home Buyer Representation Full-service buyer agent representation for individuals purchasing residential properties in Silicon Valley, including property search, negotiation, bidding strategy (including preemptive offers), escrow management, and closing support.
• Residential Home Seller Representation Full-service listing agent representation for homeowners selling residential properties in Silicon Valley, including pricing strategy, staging advice, marketing, open houses, and negotiation through closing.
• 3% Selling Fee Program Seller representation package priced at a flat 3% commission on the sale price of the home, positioned as a reduced-rate alternative to traditional real estate agent commissions for Silicon Valley home sellers.
• New Construction Consulting Advisory service for clients considering building new homes, including analysis of land costs, construction estimates, and historical value appreciation data for new builds in various Silicon Valley cities.
• Silicon Valley Home Search Online property search tool accessible via the JLee Realty website that allows users to browse homes for sale across 35+ Silicon Valley cities including Palo Alto, San Jose, Sunnyvale, Mountain View, and Menlo Park, with automated property alerts via IDX integration.
• Real Estate Seminars Free educational seminars covering estate planning, trusts, taxes, market trends, home buying processes, and real estate investment strategies, offered periodically to prospective clients in the Silicon Valley market.

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor and core.

• Juliana Lee Education FoundationminorOthersEducation-focused nonprofit founded by Juliana Lee to support Silicon Valley public schools. Regularly contributes to school projects including laptop computers, athletic teams, music education, and teacher assistants.
• Partners in Education (Palo Alto)minorOthersLocal education initiative that Juliana Lee supports through donations and community involvement to benefit Palo Alto public schools.
• Pinnacle Realty AdvisorscoreOthersBrokerage firm under which JLee Realty operates. Broker license: Pinnacle Realty Advisors 02220139. The team operates under team license 70010194.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Redfin: Technology-enabled residential brokerage with a discount commission model and direct-to-consumer search platform. Competes with JLee Realty on Silicon Valley listings and on attracting sellers who prefer lower-fee brokerages.

Direct peers

• Compass: Technology-driven residential real estate brokerage operating nationally with significant Silicon Valley presence. Competes with JLee Realty for the same buyer and seller pool using tech-enabled agent tools and a flat-fee 'Compass Coming Soon' model.
• Sereno Group: Independently owned Silicon Valley luxury brokerage covering Los Altos, Palo Alto, and surrounding areas. Closely comparable in business model, segment focus, and geographic footprint to JLee Realty.
• Alain Pinel Realtors: Bay Area-focused residential brokerage with deep Silicon Valley roots, particularly on the Peninsula. Directly competes for the same home buyers and sellers in Palo Alto, Menlo Park, and surrounding communities.
• Intero Real Estate Services: Silicon Valley-based residential brokerage (now part of Coldwell Banker) with strong presence in San Jose, Cupertino, and surrounding South Bay markets. Direct competitor for Silicon Valley buyers and sellers.
• Sotheby's International Realty: Luxury-focused real estate brokerage with strong representation in Atherton, Woodside, and Hillsborough — directly competing with JLee Realty's luxury home segment for high-net-worth buyers and sellers in Silicon Valley.

Broad incumbents

• Berkshire Hathaway HomeServices: National brokerage franchise with Bay Area presence. Competes for mid-market and luxury listings in Silicon Valley, leveraging the Berkshire Hathaway brand for high-net-worth client acquisition.
• Coldwell Banker: Established national brokerage franchise with deep Silicon Valley and Bay Area agent networks. Competes for the same luxury and mid-market segments as JLee Realty, particularly in Atherton, Palo Alto, and Los Altos Hills.
• Keller Williams Realty: World's largest real estate franchise by agent count — the former home of Juliana Lee. The brand continues to compete with JLee Realty for the same Silicon Valley agent and client pool, though at a vastly larger scale.

Others

• Zillow: Largest U.S. real estate search portal and listing distribution channel. Not a direct brokerage competitor in the traditional sense, but Zillow's platform and Zillow Offers strategy have reshaped buyer and seller expectations in the same Silicon Valley market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/jlee-realty

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 JLee Realty