When major real estate companies merge, it’s not just the firms that feel the effects. Agents do too. That’s the message from real estate expert Derek Carlson, who recently shared his insight with Inman, a top-rated real estate publication.
Carlson is a real estate broker who has employed more than 4,000 agents across his companies and acquired multiple brokerages over the years. He is currently the president and managing broker with Realty ONE Group MVP.
In the article, he warns that a merger can have serious consequences for an agent’s personal brand, but with the right preparation, those effects can be managed or even turned into bigger opportunities for proactive agents.
The big merger shaking up the real estate world
Carlson points to a huge industry shift, saying, “Your broker may dramatically change their business model, take a stance on a political or social issue, or even merge with another brokerage, which many agents are now facing following news that Compass is buying Anywhere Real Estate.”
The $1.6 billion deal between Compass and Anywhere Real Estate will reportedly create a combined company valued at nearly $10 billion, with Compass owning 78%. While this could bring powerful new tools and a stronger national network, he cautions that “Compass will need to blend very different brands like Coldwell Banker and Century 21, which may confuse clients.”
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The key concern, Carlson explains, is what happens to individual agents when the company they work for changes. Real estate, after all, is a relationship business.
“Clients prefer to work with someone they know, like and trust, but what happens when that agent works for a new brokerage when the time comes for the client to buy or sell a home again?” he asks.
Why personal branding matters more than ever
Carlson argues that agents who rely too heavily on their brokerage’s reputation instead of developing their own personal brand could find themselves struggling after a merger. “If you haven’t taken the time to build a trustworthy personal brand and instead chose to rely on your broker’s corporate brand, you’re likely to find yourself in a bad position,” he warns.
Having worked both as an agent and as a broker, he stresses how important it is to be remembered for who you are, not just the company name on your business card. “As someone who built a successful real estate career first as an agent and then as a broker, this is something I’ve always placed a tremendous focus on,” he explains.
One of the main ways to safeguard your career is to establish a strong digital presence. Carlson advises that “you should have a website with a domain that matches your own name, filled with useful content, reviews from previous clients, resources and your contact information.”
He notes that agents should connect their websites to a CRM (customer relationship management) system so potential leads automatically get added to their marketing lists. This setup, while more costly and time-consuming, gives agents “a valuable asset that enables you to market more effectively.”
Beyond websites, Carlson also urges agents to post regularly on social media but with a focus on substance. “You should focus more on providing useful information that answers technical questions potential clients may have about real estate and less on promotional content,” he writes. Doing so helps agents stay visible while showing off their expertise and personality.
How to handle client communication during change
When mergers happen, Carlson points out that “relationships with existing clients can be more fragile leading up to and following a merger or acquisition because people generally don’t like change.” Even clients who’ve had great experiences might worry about what new leadership will bring.
To keep clients confident, he suggests being clear and proactive. “You’ll need to clearly explain how continuing to work with you under the new brand will benefit them specifically and that they will still receive the same great service from you that they have in the past,” he says. He emphasizes that this message can’t just be assumed or left unsaid, especially if communication has lapsed since the last transaction.
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Carlson also offers a dose of realism. “You unfortunately won’t be able to keep all existing clients. That’s just the nature of the beast. But by being strategic and intentional, you can minimize any potential losses here.”
Winning over new clients during uncertain times
Even when dealing with new clients, things can get tricky during a merger. Carlson warns that “communications with new clients both leading up to and shortly after a merger or acquisition can be a potential minefield too.”
The best approach, he says, is to highlight the positives. “The key here is to highlight how the new leadership and structure will benefit prospects,” he writes. He adds that agents should avoid speaking negatively about either the old or new brokerage, instead focusing entirely on how the changes create better opportunities for clients.
Updating your materials and staying consistent
Finally, Carlson emphasizes the importance of timing when updating marketing materials. “You need to ensure that you update your branding and marketing materials everywhere possible at exactly the right time,” he says. That includes both the brokerage’s site and an agent’s personal website as well as “social media profiles, email and ad copy, any marketing templates, bios at any media outlets you may write for and any other marketing materials.”
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He warns that this process takes longer than most agents expect. Without a well-organized system, it’s easy to overlook some assets. His advice: do a “deep audit of everything you consistently use as well as a thorough search for your name on Google and Bing.”
Takeaway
Carlson makes one thing especially clear: agents can’t afford to let someone else’s brand define them. Whether change is driven by a merger, acquisition or new leadership, their reputation is always going to be their greatest asset.
In his words, agents need to “build a strong personal brand that will keep you personally at the top of your clients’ minds even if your brokerage merges or gets acquired.”
His message serves as both a warning and a roadmap. The real estate industry will always evolve, but the agents who thrive will be those who take ownership of their personal brand, build lasting trust with their clients and remain visible no matter what changes come their way.
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