FranchiseVerdict
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FV-00875·MODERATEExcellent81

Estate 360

OtherFranchising since 2024Website
Investment
$70K – $107K
20th pct Other
Avg revenue
$2.4M
43rd pct Other
Royalty
Units
2
14th pct Other
SBA default

Bottom line

  • Total investment $70K – $107K including a $45K franchise fee.
  • Average unit revenue of $2.4M/year.
  • Rated MODERATE with a risk score of 60/100.
  • Auditor disclosed a going-concern note — flagged doubt about the franchisor's ability to continue operations. Verify against the latest FDD.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Estate 360 Franchising, LLC
Incorporated in
California
HQ
3485 Sacramento Drive, Suite C, San Luis Obispo, California 93401
Auditor
Roos & McNabb CPA's
Audited financials
Franchisor revenue
$0
Most recent fiscal year
⚠ Going-concern note
Disclosed in FDD 2025
Auditor flagged doubt about continued operations. Verify against the latest FDD before deciding.

Yale framework · single-unit ROIC

Returns Analysis

Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.

The model · Yale framework

What would one Estate 360 unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $2,421,835
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: generic
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $70K–$107K
Working capital
$
FDD reports $6K–$15K

Unlevered ROIC · per unit

367%

Above typical band (30–60%)

0%30–60% Yale band80%
ROIC above 100% usually means the revenue figure is a system-wide aggregate or top-cohort number rather than a single-unit average. Verify the "Revenue · per unit" field against the brand's FDD Item 19 detail tables before relying on this output.

Store EBITDA · annual
$363K
EBITDA margin
15.0%
Total invested
$99K
Payback
3 mo
Unit-level only. A multi-unit portfolio gives up roughly 5–15% of this to shared services (corporate G&A) before reaching the ~10-unit break-even Yale describes.

Levered LBO scenario · Yale Crease Capital framing

What would 25 Estate 360 units return on equity?

Edit assumptions

Equity IRR · 5-yr

29.9%

3.70× MOIC

Year-1 DSCR

2.69×

EBITDA ÷ debt service

Equity required

$8.6M

on $19.4M purchase

Total debt

$10.8M

SBA $5.0M + senior + seller note

SBA 7(a) request ($9.7M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

Estate 360 appears to operate in the real estate or property services sector. Franchisees likely manage client relationships, coordinate services (possibly property management, sales, or liquidation), and generate revenue through commissions or service fees on gross sales that trigger 7% royalties.

CEO
Dylan Deaton
Founded
2024
FDD year
2025
States available
1

Item 7 · what it costs

The Vitals

Total investment
$70K – $107K
All-in to open one unit
Liquid capital
$6K – $15K
Cash you must have on hand
Franchise fee
$45K
Royalty
Greater of 7% of Gross Sales or Minimum Monthly Royalty F…
Ad fund
2.0%
typical 3–5%
Total fee load
9.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$2.4M
Per unit, per year
Median gross sales
Item 19 type
Actual
Sample size
1 units
vs category median 20 · small
Transparency
6 / 5
vs category median 3 / 5 · above
Revenue rank43th
vs Other peers
Investment cost rank20th
Lower investment ranks lower (better)
Royalty rate rank70th
Lower royalty = lower percentile (better)
Unit count rank14th
vs Other peers
Risk score rank41th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
2
Opened
0
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
1
Corporate units in the system
% franchised
50%
vs corporate-owned
Net growth (yr3)
+0.0%
Net unit change last year
3-yr CAGR
+0.0%
Compounded over last 3 years
2023
1±0
Franchised units
2024
1
Franchised units
2025
1
Franchised units

Year-over-year franchised unit counts and net change. Source: FDD Item 20.

Item 12 · 1 state reported

The Territory Map

FDD Item 12 reports the state count, but the specific list isn't in our current data. The map will appear once we re-extract from the FDD or enough franchisee contacts are available.

1

states with franchisees (per FDD Item 12)

Government records

SBA Loan Data

Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.

No SBA loan data available for this brand.

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

60
Risk · 0-100
MODERATE60 / 100

Micro-franchise system with insufficient unit count to validate business model, undisclosed profitability metrics, and unprotected territory creates significant risk for franchisee viability.

Score breakdown · what drove the 60 / 100 rating

  1. 01MINOROnly 2 units in system with unknown growth trajectory — extreme concentration risk and inability to validate scalability
  2. 02MEDNet income not disclosed — cannot assess actual profitability or validate $2.4M average revenue claims
  3. 03MINORNo protected territory — direct competition risk from other franchisees or franchisor
  4. 04MINORMinimum monthly royalty requirement creates fixed cost burden regardless of sales performance
  5. 05MINORFranchise fee of $45,000 combined with $69,500-$107,450 total investment yields unclear capital allocation and potential hidden costs

Severity inferred from the FDD text · not a regulatory classification

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Territory
Population-based
Protected territory
No
Initial term
10 years
Renewal term
10 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
0
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
Yes
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
California

Item 11

Training & Operations

Classroom training
39 hrs
On-the-job training
32 hrs
POS system
Auction Method
Operating tech stack

Item 20

Franchisee Contacts

Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.

Franchisee contacts

1 numbers

Locked
(559) 226-••••
CA

One-time purchase · CSV download · Validation questions included

FDD download

Estate 360 · FDD (2025) PDF

Single-page checkout · instant download · CSV export of contacts available separately above