Established
1972
Franchise Units
300
Minimum Investment
$271,000
Franchise Fee
$25,000
Total Investment Range
$1,171,000
Home Based
No
Description
In the fast-paced world of American real estate, Windermere Real Estate stands out not just for its size, but for its distinct philosophy of "people over properties." Founded on the principles of integrity and community service, Windermere has grown from a single eight-agent office in Seattle to become the largest regional real estate network in the Western United States.
The brand's market positioning is premium yet accessible, focusing heavily on relationship-driven brokerage services. Unlike "big-box" corporate franchises that often feel impersonal, Windermere maintains a boutique, family-oriented culture that resonates with both high-net-worth clients and first-time homebuyers. For an investor, Windermere offers a rare combination: the heavy-hitting marketing power and technological infrastructure of a national giant, paired with a brand identity that feels deeply local and authentic.
Why Invest in this Franchise?
Investing in a Windermere franchise is an opportunity to align with a brand that values long-term sustainability over short-term transaction volume. Here are the core reasons to consider this investment:
Dominant Regional Authority: Windermere holds a massive market share across the Western U.S., providing instant credibility and a powerful referral network.
The "W Collection" Luxury Brand: Franchisees gain access to high-end marketing for luxury listings, allowing them to compete at the highest tiers of the market.
The Windermere Foundation: A portion of every commission goes to the Windermere Foundation, which has raised over $50 million to support low-income and homeless families. This philanthropic backbone builds immense community goodwill.
Cutting-Edge Tech Stack: Through partnerships and proprietary tools, Windermere provides agents with AI-driven CRM tools, automated marketing, and precise home valuation systems.
Background
Established Year: 1972 (Franchising began in 1983)
Founders: John Jacobi
Active Units: Approximately 300+ offices across the USA and Mexico.
Industry Category: Residential and Commercial Real Estate Brokerage.
Ownership: Windermere remains a second-generation family-owned company, currently led by the founder's children: OB Jacobi, Jill Jacobi Wood, and son-in-law Geoff Wood.
Market Presence: While deeply rooted in Washington and Oregon, Windermere has expanded successfully into California, Arizona, Nevada, Utah, Montana, Idaho, Hawaii, Colorado, and Alaska.
Support Training
Windermere is renowned for its "Windermere Way" philosophy, which is reflected in their comprehensive support systems:
Pre-Launch & Infrastructure: Assistance with office site selection, interior design standards, and initial recruitment strategies for top-tier agents.
Windermere University: A dedicated academic platform offering over 400 live and on-demand classes annually, covering everything from legal compliance to advanced negotiation.
ELEVATE Program: A specialized six-week coaching and accountability course designed to help new franchisees and their agents hit the ground running.
Marketing Support: A dedicated marketing coordinator is often available to help offices leverage the brand’s high-production digital and print assets.
Ongoing Operations: Access to regional managers and a robust internal system for transaction coordination and IT support.
Ideal Candidate
Windermere is selective, looking for "the best people" rather than the most people. The ideal candidate typically fits the following:
Experienced Professionals: Individuals with a strong background in real estate brokerage, business management, or corporate leadership.
Culture-First Mindset: You must be passionate about community involvement and building a business based on ethical, professional relationships.
Growth-Oriented: Investors who want to scale by recruiting and retaining high-performing agents.
Financial Capability: Candidates should have a minimum liquid capital of at least $120,000 to $250,000 to ensure stable operations during the initial growth phase.
Financial Detail
| Category | Estimated Cost/Details |
| Initial Franchise Fee | $25,000 |
| Total Initial Investment | $271,000 – $1,171,000 |
| Minimum Liquid Capital | $120,000+ |
| Royalty Fees | Typically structured per transaction or fixed monthly fees |
| Marketing Fund Fee | Varies by region; generally supports local and regional campaigns |
| Working Capital (1st Year) | $150,000 – $250,000 (Recommended) |
| Break-even & ROI | Varies by market; high-performing offices often see ROI within 3–5 years |
