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D70/100FDD 2026

Sotheby’s International Realty — Litigation & Risk

Real Estate · FDD Items 3, 4 & 5

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Elevated Risk

11 cases disclosed in FDD Items 3 and 4.

Source: FDD Items 3–5

FDD Items 3 & 4

Litigation Metrics

Cases disclosed
11
Total from FDD Items 3 and 4
Bankruptcy (Item 4)
Franchisor or officer bankruptcy
Overall risk score
70 / 100
FranchiseVerdict composite
Rating
CAUTION
STRONG / MODERATE / CAUTION / AVOID

7(a) FOIA data · FY2020–present

SBA Loan Performance

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

Total 7(a) loans
4
Government-backed loans issued
Default rate
0.0%
vs <3% typical · system-wide
5-yr default rate
Defaults
0 loans
Loans charged off or defaulted

FDD Items 5, 6 & 17 — what you give up

Contract Risk Indicators

Mandatory arbitration
Not required
You retain the right to sue in court
Non-compete
1 yrs
Post-termination restriction on similar businesses
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
New Jersey
State whose law governs disputes — relevant if you're not based there

What drove the 70/100 rating

Risk Score Breakdown

  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 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.