Tupelo Data Room
Other Building & Construction, Property Management, Other Service Businesses
Active

Proj $1.2M EBITDA Tech-Driven Real Estate Brokerage with $700M+ Deals

Santa Clara County, California, United States
listing image
Asking Price-
Revenue$1.98m
EBITDA$1.20m
Cash Flow-
Description
This established, tech-driven real estate services firm specializes in multifamily transactions, 1031 exchanges, and property management. The business combines high-margin brokerage revenue (2-2.5% per deal) with stable recurring income from managed properties (6-9% of rents). Proprietary technology enables rapid 48-hour property launches and data-driven deal pricing. With $700M+ in closed transactions, the company has demonstrated consistent growth, projecting $1.2M-$1.3M EBITDA for 2025 (up from $696K in 2024). The asset-light model features minimal overhead through a contractor-based workforce and scalable tech infrastructure. Key differentiators include: • Deep expertise in California/Bay Area markets with nationwide capabilities • Ownership mindset with founders actively investing alongside clients • Best-in-class Rolodex of 8,500+ property owners and institutional relationships • Turnkey systems allowing for immediate geographic expansion Ideal for strategic buyers or investors seeking: ✓ High-growth commercial real estate services platform ✓ Tech-enabled brokerage with recurring revenue streams ✓ Proven management team open to transition support The business presents rare upside through operational synergies, expanded digital marketing, and AI integration opportunities. Real estate holdings can be included/excluded per buyer preference.
Real Estate
Owned
Year Established
2021
Support & Training
Founders open to 6–12 months of support.
Market & Competition
Demand Drivers: High-net-worth investors, 1031 exchange activity, and Bay Area multifamily scarcity. Competitive Edge: Ownership mindset, tech-driven efficiency, and top-tier Rolodex (10+ years of buyer/vendor relationships). Risks: Interest rate sensitivity, regulatory changes, and seasonal demand fluctuations (slow winter months). Tech-Enabled: Automated marketing and deal execution (48-hour property launches). Data-Driven: Algorithmic pricing and market reports for optimal deal structuring. Network Advantage: Access to 8,500+ local owners and 10K+
Growth Opportunities
Expand Marketing: Scale digital campaigns (Facebook, Google, LinkedIn) and leverage proprietary investor database. Geographic Diversification: Increase footprint beyond California using existing tech infrastructure. AI Integration: Automate pricing analytics, client onboarding, and transaction workflows to reduce overhead. Team Growth: Hire additional agents to capture greater market share in high-demand regions.
Asking Price-