This filing contains no new material financial information — it is a routine transcript of management's public commentary on the pending merger. Monitor for the filing of the S-4 registration statement and proxy statement/prospectus, which will contain the definitive deal terms, financial projections, and shareholder vote details. The deal remains subject to regulatory and shareholder approvals.
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Executive Summary
RE/MAX Holdings filed a DEFA14A containing a transcript of a May 28, 2026 RISMedia Industry Briefing where CEO Erik Carlson and Real Brokerage CEO Tamir Poleg discussed the pending merger of the two companies. The filing is routine soliciting material under Rule 14a-12, providing forward-looking commentary on the deal's strategic rationale, cultural alignment, and technology integration plans, but contains no new financial terms or material changes to the transaction.
Key Financial Metrics
Key Facts
- Filed as soliciting material under Rule 14a-12 in connection with the proposed merger between RE/MAX Holdings and The Real Brokerage Inc.
- Transcript of a May 28, 2026 RISMedia Industry Briefing featuring CEOs Erik Carlson (RE/MAX) and Tamir Poleg (Real).
- Combined company will have approximately 180,000 agents, with RE/MAX contributing ~145,000 agents and Real ~34,000 agents.
- RE/MAX agents average 12 transactions per year vs. industry average of 6, per CEO commentary.
- Real's AI assistant 'Leo' currently resolves ~50% of support tickets and was engaged in ~100,000 agent communications last quarter.
- Both CEOs emphasized operating two distinct brands (RE/MAX and Real) post-merger with separate compensation models.
- No new financial terms, deal value, or closing conditions disclosed beyond prior announcements.
Financial Impact
No new financial figures disclosed. The filing is a transcript of management commentary on the previously announced merger.
Risk Factors
- Shareholder approval may not be obtained for either RE/MAX or Real.
- Regulatory approvals may not be received or may impose conditions that delay or prevent closing.
- Integration risks: combining a decentralized franchise model with a centralized tech-driven brokerage could create operational challenges.
- Agent retention risk: potential migration between brands or to competitors during the pendency of the deal.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001104659-26-067754 |
| Document: 0001104659-26-067754-index-headers.html | 0001104659-26-067754 |
| Document: 0001104659-26-067754-index.html | 0001104659-26-067754 |
| Document: 0001104659-26-067754.txt | 0001104659-26-067754 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | SC 13G/A | — | awaiting T+60 | — | — |
Sep 4, 2026 7w ago | 15-12G | — | awaiting T+60 | — | — |
Aug 26, 2026 8w ago | EFFECT | $13.40 | awaiting T+60 | — | — |
Aug 25, 2026 9w ago | 25-NSE | $13.50 | awaiting T+60 | — | — |
Aug 6, 2026 11w ago | DEFA14A | $10.77 | awaiting T+60 | — | — |
Aug 4, 2026 12w ago | 425 / 8-K | $9.70 | awaiting T+60 | — | — |
Jul 14, 2026 15w ago | DEFA14A | $10.72 | awaiting T+60 | — | — |
Jul 14, 2026 15w ago | 8-K | $10.72 | awaiting T+60 | — | — |
Jun 11, 2026 19w ago | Institutional Cluster | $9.01 | awaiting T+60 | — | — |
May 28, 2026 21w ago | DEFA14A | $9.54 $12.36 | ▲ +29.56% | ▲ +28.38% | — |
US Market Status
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