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CAverage43/100FDD 2025

Realty Executives: Litigation & Risk

Real Estate · FDD Items 3, 4 & 5

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Elevated Risk

9 cases disclosed in FDD Items 3 and 4.

Source: FDD Items 3–5

FDD Items 3 & 4

Litigation Metrics

Cases disclosed
9
Total from FDD Items 3 and 4
Bankruptcy (Item 4)
-
Franchisor or officer bankruptcy
Verdict score
43 / 100
FranchiseVerdict composite · higher is better
Rating
C
A / B / C / D / F verdict grade

7(a) FOIA data · FY2020–present

SBA Loan Performance

Aggregated from public SBA 7(a) loan disclosures. Charge-off rate is the share of loans that were charged off or settled for less than the full balance.

Total 7(a) loans
5
Government-backed loans issued
Charge-off rate
N/A
vs 16% franchise average
5-yr charge-off rate
N/A
Defaults
N/A
Loans charged off or defaulted
Total loan volume
$893K
Avg loan size
$179K
Participating lenders
4

FDD Items 5, 6 & 17: What You Give Up

Contract Risk Indicators

Mandatory arbitration
Not required
You retain the right to sue in court
Jury trial waiver
Waived
You give up the right to a jury trial
Franchisor can compete
Yes
Franchisor can open competing locations in or near your territory
Right of first refusal
Yes
Franchisor can match any purchase offer when you try to sell
Governing law
Arizona
State whose law governs disputes. Relevant if you're not based there

What drove the 43/100 verdict

Risk Score Breakdown

  1. 01HIGH9 litigation matters incl. antitrust class action (stayed as to REI)
  2. 02MINORVery high turnover 29.46% and negative growth -13.7%
  3. 03MINORNo Item 19 disclosure
  4. 04MINOROffset: positive equity $2.35M, net income $1.67M

Severity inferred from FDD text. Not a regulatory or legal classification

Litigation data from FDD Items 3, 4, and 5. SBA data from public 7(a) FOIA records (FY2020–present). Not legal advice. Consult a franchise attorney before signing any franchise agreement.