FranchiseVerdict
Sotheby’s International Realty logo
FV-02394·CAUTIONExcellent81

Sotheby’s International Realty

Formerly known as Realty Affiliates

Real EstateFranchising since 2004Website
Investment
$47K – $519K
39th pct Real Estate
Avg revenue
32nd pct Real Estate
Royalty
6.0%
27th pct Real Estate
Units
709
95th pct Real Estate
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $47K – $519K including a $25K franchise fee, 6.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated CAUTION with a risk score of 71/100. SBA loan default rate of 0.0% across 4 loans (below the industry average).
  • 11 litigation matters disclosed in Item 3 — higher than typical. Review the summary for patterns (franchisor-initiated vs. franchisee-initiated).

Item 1 · who you're contracting with

The Franchisor

Legal entity
Sotheby’s International Realty Affiliates LLC
Parent company
Compass, Inc.
Incorporated in
Delaware
HQ
175 Park Avenue, Madison, New Jersey 07940
Auditor
PricewaterhouseCoopers LLP
Audited financials
Franchisor revenue
$6K
vs $6K prior year

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 Sotheby’s International Realty unit return on the cash you put in?

Revenue · per unit, per year
$
Item 19 not disclosed — typing your own estimate
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: $47K–$519K
Working capital
$
FDD reports $15K–$60K

Unlevered ROIC · per unit

35%

In Yale's "attractive" band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$113K
EBITDA margin
15.0%
Total invested
$321K
Payback
34 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.

Overview

About

Sotheby's International Realty franchisees operate high-end residential real estate brokerage offices under the luxury Sotheby's brand, generating revenue primarily through real estate transaction commissions. Daily activities include recruiting and managing agents, marketing luxury properties, client relationship management, and local market operations while paying the franchisor 6% of gross revenue and maintaining brand standards. The franchise model relies on the Sotheby's prestige to attract high-net-worth sellers and justify premium commission splits in competitive luxury markets.

CEO
Philip A. White, Jr.
Founded
2004
FDD year
2026
States available
46

Item 7 · what it costs

The Vitals

Total investment
$47K – $519K
All-in to open one unit
Liquid capital
$15K – $60K
Cash you must have on hand
Franchise fee
$25K
Royalty
6.0%
Percentage · typical 6–8%
Ad fund
2.0%
typical 3–5%
Total fee load
8.0%
vs 9–13% typical

Item 19

Financial Performance

This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.

Item 20 · unit dynamics

The Growth Chart

Total units
709
Opened
27
Last reporting year
Closed
21
Turnover rate
3.0%
Company-owned
37
Corporate units in the system
% franchised
95%
vs corporate-owned
Net growth (yr3)
+0.9%
Net unit change last year
3-yr CAGR
-0.3%
Compounded over last 3 years
2024
672-1
Franchised units
2025
666
Franchised units
2026
674
Franchised units

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

Item 20 · 5 states with active franchisees

The Territory Map

Derived from franchisee contact records. Shows states with at least one current operator — not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).

AK
ME
VT
NH
MA
RI
CT
NY
NJ
PA
DE
MD
DC
WA
OR
CA
NV
ID
MT
WY
UT
CO
AZ
NM
ND
SD
NE
KS
OK
TX
MN
IA
MO
AR
LA
WI
IL
MS
TN
MI
IN
KY
AL
OH
WV
GA
VA
NC
SC
FL
HI
Registered · 5 states
Not registered

States derived from franchisee phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.

Government records

SBA Loan Data

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

Total loans
4
Loan volume
Avg loan
Default rate
0.0%
vs <3% typical · system-wide
5-yr default

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

Risk & Legal

71
Risk · 0-100
CAUTION71 / 100

A stagnating luxury real estate franchise system facing multiple antitrust challenges to its commission model, with opaque financials, no territorial protection, and escalating litigation that threatens franchisee viability and franchisor stability.

Score breakdown · what drove the 71 / 100 rating

  1. 01MINORDeclining unit count (0.9% YoY growth indicates stagnation/contraction in mature system)
  2. 02MEDMultiple active class-action antitrust lawsuits regarding commission structures—core business model under legal challenge
  3. 03MINORNo Item 19 financial disclosure—cannot validate claimed average revenue or profitability claims
  4. 04MINORWide fee range ($47K-$519K) suggests highly variable territory quality with no protected territory guarantees
  5. 05HIGHOngoing litigation regarding franchise non-renewal (Brazen case) signals franchisor-franchisee disputes over renewal rights
  6. 06MINORTCPA class action and shareholder disclosure lawsuits indicate broader governance and transparency concerns post-Compass acquisition
  7. 07MED6% royalty on undisclosed revenue base makes ROI assessment impossible; combined with no protected territory, creates margin compression risk

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Protected territory
No
Initial term
10 years
Renewal term
10 years
Online sales rights
Granted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
11
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
No
Non-compete
1 yrs
Post-termination restriction
Owner-operator
Required
Governing law
New Jersey

Item 11

Training & Operations

Classroom training
15 hrs
On-the-job training
0 hrs
POS system
dash
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

88 numbers

Locked
(707) 964-••••
CA
(909) 624-••••
CA
(916) 939-••••
CA

One-time purchase · CSV download · Validation questions included

FDD download

Sotheby’s International Realty · FDD (2026) PDF

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