Berkshire Hathaway HomeServices, by the numbers
Every figure below comes from real financed deals — what buyers paid, where, and how the loans performed.
SBA Franchise Directory: listed ✓ (identifier S4311)
6 deals since 2020 · typical deal $877K
6
Deals since 2020
$877K
Typical deal
2
Deals since FY2025
—
Too few deals to score risk
What buyers pay for Berkshire Hathaway HomeServices
Most Berkshire Hathaway HomeServices deals financed between $150K and $1.05M. Above $1.05M, you're paying more than 75% of buyers did — make the seller earn it.
- Monthly payment (10-yr)
- $11,462
- Down payment (10%)
- $97K
- Cash to close (all-in)
- $134K
Estimates at today's rates and standard 7(a) terms. Not a loan offer.
Could you get the loan?
Three answers. No documents, no credit pull.
Credit score
Available cash (you'll need ~$134K)
Experience
Recent financings
- Meadows Mountain Realty Inc in Highlands, NC — $2.0M (2026) · Enterprise Bank & Trust
- Program
- Preferred Lenders Program
- Rate at approval
- 7.5% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $1.5M (75%)
- Approval → funding
- 20 days
- Approved
- 1/23/2026
- First disbursed
- 2/12/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 10
- Business age
- Existing or more than 2 years old
- Industry
- Other Activities Related to Real Estate
Funded by Enterprise Bank & Trust · Lender record →
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- PMG REFERRALS in Redlands, CA — $150K (2025) · BayFirst National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 12.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $128K (85%)
- Approval → funding
- 3 days
- Approved
- 3/21/2025
- First disbursed
- 3/24/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Existing or more than 2 years old
- Industry
- Offices of Real Estate Agents and Brokers
Funded by BayFirst National Bank · Lender record →
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- Montana Smith Family Real Estate, Inc. in Billings, MT — $785K (2021) · purchase · The Yellowstone Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 72 mo (6 yrs)
- SBA guaranteed
- $589K (75%)
- Approval → funding
- 25 days
- Approved
- 12/30/2020
- First disbursed
- 1/24/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 50
- Business age
- Change of Ownership
- Industry
- Offices of Real Estate Agents and Brokers
If you were the buyer here
- Est. deal size
- $872K
- Est. down payment (10%)
- $87K
- Est. cash at closing
- $120K
- Monthly payment
- $12,825
- Annual debt service
- $154K
- Cash flow needed (1.25×)
- $192K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Yellowstone Bank · Lender record →
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- Bay Street Realty Group, LLC in Beaufort, SC — $1.1M (2020) · BankSouth
- Program
- 7a General
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $788K (75%)
- Approved
- 7/17/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 21
- Business age
- Existing or more than 2 years old
- Industry
- Offices of Real Estate Agents and Brokers
Funded by BankSouth
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- REALTY GROUP I, LLC in Indianapolis, IN — $877K (2020) · Lake City Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.5% fixed
- Term
- 24 mo (2 yrs)
- SBA guaranteed
- $657K (75%)
- Approval → funding
- 22 days
- Approved
- 7/9/2020
- First disbursed
- 7/31/2020
- Loan status
- Paid in full (4/30/2021)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 39
- Business age
- Existing or more than 2 years old
- Industry
- Offices of Real Estate Agents and Brokers
Funded by Lake City Bank · Lender record →
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- See Insurance Agency LLC in Milwaukee, WI — $87K (2020) · Bank Five Nine
- Program
- Preferred Lenders Program
- Rate at approval
- 5% variable
- Term
- 180 mo (15 yrs)
- SBA guaranteed
- $74K (85%)
- Approval → funding
- 71 days
- Approved
- 7/21/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (8/31/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
Funded by Bank Five Nine · Lender record →
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Who funds Berkshire Hathaway HomeServices — and where
Every dot is a financed Berkshire Hathaway HomeServices — 6 mapped.
Financed Berkshire Hathaway HomeServices locations — list all 6 as text
- Montana Smith Family Real Estate, Inc. — Billings · $785K · FY2021 · Offices of Real Estate Agents and Brokers
- Meadows Mountain Realty Inc — Highlands · $2.0M · FY2026 · Other Activities Related to Real Estate
- PMG REFERRALS — Redlands · $150K · FY2025 · Offices of Real Estate Agents and Brokers
- REALTY GROUP I, LLC — Indianapolis · $877K · FY2020 · Offices of Real Estate Agents and Brokers
- Bay Street Realty Group, LLC — Beaufort · $1.1M · FY2020 · Offices of Real Estate Agents and Brokers
- See Insurance Agency LLC — Milwaukee · $87K · FY2020 · Insurance Agencies and Brokerages
Top lenders for this brand
Most active states
- 1.Montana (1 loans)
- 2.North Carolina (1 loans)
- 3.California (1 loans)
- 4.Indiana (1 loans)
- 5.South Carolina (1 loans)
- 6.Wisconsin (1 loans)
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Common questions
How much does a Berkshire Hathaway HomeServices cost to buy or open?
The typical deal for Berkshire Hathaway HomeServices is $877K across 6 transactions since 2020. With the SBA's 10% minimum down payment, that points to roughly $96K of buyer cash on a typical deal.
How risky is Berkshire Hathaway HomeServices?
Berkshire Hathaway HomeServices has 6 SBA loans on record since 2020 — too few to score a reliable failure rate. Judge the unit economics and the franchisor's disclosure document, not a small sample.
Can I finance a Berkshire Hathaway HomeServices with an SBA loan?
Yes — Berkshire Hathaway HomeServices has been SBA-financed 2 times since FY2025, which means it clears the SBA Franchise Directory requirement regularly. Confirm current listing before signing an LOI.
Buying a Berkshire Hathaway HomeServices franchise
Most Berkshire Hathaway HomeServices buyers finance the purchase or build-out with an SBA 7(a) loan — up to 90% of the cost with roughly 10% down. The typical Berkshire Hathaway HomeServices deal financed for $877K, which points to about $96K of buyer cash on a typical purchase. Berkshire Hathaway HomeServices is listed in the SBA Franchise Directory (identifier S4311), so it's eligible to finance today — confirm current listing with your lender before the LOI. See the lenders that already fund Berkshire Hathaway HomeServices — a bank that knows the brand approves faster — or pre-qualify for financing to see your likely loan size first.
AI summary
This profile summarizes public SBA financing activity for Berkshire Hathaway HomeServices — lender activity, typical loan sizes, financing history, and risk and failure signals where available — via CapBench SBA Intelligence. CapBench is not a lender.
Source: CapBench SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. CapBench is not a lender and does not guarantee financing.
Agent summary
This page summarizes public SBA 7(a) financing for Berkshire Hathaway HomeServices — typical deal size, the lenders that fund the brand, geography, and failure-rate context — from CapBench SBA Intelligence. Berkshire Hathaway HomeServices is confirmed in the SBA Franchise Directory here; CapBench is not a lender and does not sell franchises.
- 6 SBA 7(a) deals since 2020
- $877K typical deal
- 2 deals since FY2025
- Too few deals to score a reliable failure rate
- SBA Franchise Directory: listed (identifier S4311)
- Top lenders: The Yellowstone Bank, Enterprise Bank & Trust, BayFirst National Bank
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-18.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical SBA loan records, not a current offer or franchise availability. Confirm SBA Franchise Directory listing with your lender before an LOI.
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CapBench analysis of public lending records, FY2020–present. Charge-off rate measured on the FY2020–23 cohort. Not affiliated with Berkshire Hathaway HomeServices.