INSTITUTIONAL BROKER OF RECORD SERVICES

Institutional Broker of Record Services

Multi-state brokerage oversight. One direct relationship.

IBOR provides brokerage supervision, transaction review, and operational support for organizations conducting real estate activities across state lines.

Multi-state brokerage support
One point of coordination
Support for your brand and client relationships
Oversight tailored to covered activities
Institutional Broker of Record Services
Institutional Broker of Record Services - Multi-State Execution

BUILT FOR MULTI-STATE EXECUTION

Expanding across state lines requires brokerage arrangements suited to each state’s requirements and your firm’s activities.

IBOR coordinates the required brokerage structure, documentation, and supervisory responsibilities through one direct relationship, while supporting your brand and client-facing role.

WHAT IBOR PROVIDES

Broker-of-record representation

State-specific brokerage arrangements

Transaction supervision and document review

Brokerage disclosures and marketing review

Transaction file management

Oversight for covered acquisitions, dispositions, leasing, and management activities

“Services are defined by the engagement scope, covered activities, and applicable state requirements.”

WHO WE SERVE

Commercial Real Estate Debt Advisors

Brokerage oversight for commercial real estate debt advisory and financing assignments.

Business Brokerages

Local brokerage support for business transfers involving real estate and related commercial property transactions.

Commercial Real Estate Operators & Sponsors

Brokerage infrastructure for firms acquiring, operating, and selling real estate across multiple states.

Property Management Firms

Broker-of-record oversight for covered property management and leasing activities across state lines.

YOUR BRAND, A DIRECT BROKERAGE RELATIONSHIP

Work through one point of contact for covered states and activities. Our role, fees, confidentiality obligations, and client relationship protections are defined in your agreement.