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Overview of Brokerage-Related Risks for Investors

13 minPRO
1/6

Key Takeaways

  • Six brokerage risk categories: trust account, supervisory failure, E&O gaps, insolvency, compliance, and data security.
  • Trust account violations (commingling, conversion) represent the highest-stakes financial risk—verify deposit receipts within 24 hours.
  • Wire fraud losses exceeded $446 million in 2022—never wire funds based solely on emailed instructions without phone verification.
  • Check the state real estate commission website for brokerage regulatory history before engaging any agent.
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Test Your Knowledge

1.What is the most significant brokerage-related risk for real estate investors?

2.How can investors mitigate brokerage-level risk?

3.What is the investor's primary recourse when harmed by a brokerage's failure?