Ƶ

Real Estate Investment Agreement for the United States

Real Estate Investment Agreement Template for United States

A Real Estate Investment Agreement is a legally binding document used in the United States that establishes the terms and conditions for investing in real estate properties. It outlines the rights and obligations of investors, investment managers, and other parties involved in the real estate investment. The agreement covers crucial aspects such as investment structure, profit distribution, management rights, and exit strategies, while ensuring compliance with federal and state securities laws, real estate regulations, and tax requirements.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Real Estate Investment Agreement

Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is a Real Estate Investment Agreement?

The Real Estate Investment Agreement serves as the foundational document for structuring real estate investments in the United States. This agreement is essential when multiple parties pool resources to invest in real estate assets, whether commercial, residential, or mixed-use properties. It addresses key aspects such as capital contributions, ownership percentages, profit distribution, management responsibilities, and exit strategies. The document ensures compliance with both federal and state regulations, including securities laws, real estate statutes, and tax requirements. The agreement is particularly important for protecting investor rights and establishing clear operational guidelines for the investment.

What sections should be included in a Real Estate Investment Agreement?

1. Parties: Identification and details of all parties involved in the investment agreement

2. Background: Context of the investment and purpose of the agreement

3. Definitions: Key terms used throughout the agreement

4. Investment Structure: Details of investment amount, ownership structure, and returns mechanism

5. Property Details: Specific information about the real estate asset(s)

6. Management Rights: Rights and responsibilities regarding property management

7. Distribution of Profits: Terms for sharing profits and losses

8. Exit Mechanisms: Procedures for selling or transferring investment interests

What sections are optional to include in a Real Estate Investment Agreement?

1. Foreign Investment Provisions: Additional provisions required for compliance with FIRPTA when foreign investors are involved

2. Development Rights: Terms regarding property development and renovation rights and obligations

3. Crowdfunding Provisions: Specific terms and requirements for crowdfunded real estate investments

What schedules should be included in a Real Estate Investment Agreement?

1. Property Description Schedule: Detailed description of property including legal description and title information

2. Financial Projections: Expected returns and financial modeling

3. Management Agreement: Detailed terms of property management if applicable

4. Investor Qualification Documents: Accredited investor certifications and related documentation

5. Due Diligence Reports: Property condition, environmental, and other relevant reports

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

United States

Publisher

Ƶ

Cost

Free to use
Clauses






































Industries

Securities Act of 1933 and 1934: Federal laws governing securities registration and disclosure requirements if the real estate investment structure is classified as a security

JOBS Act: Federal legislation relevant for crowdfunding aspects of real estate investments and regulations regarding investor solicitation

Internal Revenue Code: Federal tax regulations covering real estate investments, partnership/LLC tax treatment, and 1031 exchange provisions

State Securities Laws (Blue Sky Laws): State-specific regulations governing securities registration requirements and investor qualification standards

State Real Estate Laws: State-specific regulations covering property rights, transfer regulations, licensing requirements, and disclosure obligations

State Business Entity Laws: State-specific regulations governing LLC/Corporation formation requirements and partnership regulations

FIRPTA: Foreign Investment in Real Property Tax Act - Regulations governing foreign investment in U.S. real estate

RESPA: Real Estate Settlement Procedures Act - Federal regulations governing residential property investments and settlement procedures

Fair Housing Act: Federal law prohibiting discrimination in real estate transactions based on protected characteristics

Local Zoning Laws: Municipal and local regulations governing property use restrictions and development requirements

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Shared Property Ownership Agreement

A U.S.-governed agreement establishing terms and conditions for shared property ownership between multiple parties.

Download

Simple Real Estate Rental Agreement

A basic legal agreement for residential property rental in the United States, defining terms between landlord and tenant.

Download

Unimproved Property Listing Agreement

A U.S. legal agreement between a property owner and real estate broker for the marketing and sale of undeveloped land.

Download

Exclusive Listing Contract

A U.S. legal agreement granting a real estate broker exclusive rights to sell or lease a property for a specified period.

Download

Rental Listing Agreement

A U.S.-compliant legal agreement between property owners and real estate agents for listing rental properties.

Download

Simple House Contract

A basic residential property purchase agreement compliant with U.S. real estate laws.

Download

Joint Ownership Agreement Residential Property

A U.S. legal agreement establishing rights and responsibilities between multiple parties who jointly own residential property.

Download

Rental Property Contract

A legally binding US agreement between landlord and tenant establishing terms for property rental, conforming to federal and state housing laws.

Download

Exclusive Seller Listing Agreement

A U.S. real estate contract granting exclusive rights to a broker to market and sell a property for a specified period.

Download

Standard Listing Agreement

A U.S.-compliant contract between property owner and real estate broker authorizing the marketing and sale of property.

Download

Limited Listing Agreement

A U.S. real estate contract establishing a non-exclusive relationship between property owner and broker for the listing and sale of property.

Download

Commercial Land Contract

A U.S. legal agreement governing the sale and purchase of commercial real estate, outlining terms, conditions, and responsibilities of involved parties.

Download

Real Estate Middleman Contract

A U.S.-governed agreement establishing terms for real estate professionals acting as intermediaries in property transactions.

Download

Rent To Own Property Agreement

A U.S. legal agreement combining property rental terms with a future purchase option, governed by federal and state real estate laws.

Download

Simple Property Lease Agreement

A U.S. legal document establishing terms for temporary property rental between landlord and tenant.

Download

Standard Lease Agreement For House Rental

A legally binding U.S. residential rental agreement that establishes terms and conditions between landlord and tenant, compliant with federal and state housing laws.

Download

Option To Purchase Property Agreement

A U.S. legal agreement granting the exclusive right to purchase specific property at a set price within an agreed timeframe.

Download

Non Exclusive Listing Agreement

A U.S. real estate contract allowing multiple brokers to list and sell a property while defining commission terms and service obligations.

Download

Lease Option Agreement Property

A U.S.-governed agreement combining property lease terms with a future purchase option, establishing rights and obligations for both landlord and tenant.

Download

Land Deed Of Agreement

A U.S. legal document that transfers property ownership from one party to another, containing essential details of the transfer and complying with federal and state property laws.

Download

Business Listing Agreement

A U.S.-governed agreement between a business owner and broker for the listing and sale of a business.

Download

Real Estate Easement Agreement

A U.S. legal agreement establishing rights to use another's property for specific purposes, subject to state property laws.

Download

Sellers Agreement

A U.S.-governed contract establishing terms and conditions for the sale of goods or services between a seller and buyer.

Download

Buyer Exclusive Agreement

A U.S. real estate contract establishing exclusive representation rights between a buyer and their chosen real estate agent/broker.

Download

Land Co Ownership Agreement

A U.S. legal agreement establishing rights and responsibilities between multiple owners of a single property.

Download

Simple Commercial Lease

A standardized U.S. agreement for basic commercial property leasing arrangements between landlord and tenant.

Download

Real Estate Partnership Buyout Agreement

A U.S. legal agreement governing the purchase of a departing partner's interest in a real estate partnership by remaining partners.

Download

Property Sale Contract Between Seller And Buyer

A U.S.-governed legal agreement documenting the terms and conditions of a property sale between buyer and seller.

Download

Private Home Sale Contract

A legally binding U.S. agreement for the transfer of residential property between private parties.

Download

Commercial Office Space Lease Agreement

A legally binding agreement under U.S. law that governs the rental of commercial office space between a landlord and tenant.

Download

No Home Sale Contract

A U.S. real estate contract removing the contingency of the buyer needing to sell their existing home before purchasing a new property.

Download

Real Estate Reservation Agreement

A U.S. legal document securing a potential buyer's right to purchase a specific property within a defined timeframe.

Download

Property Tenancy Agreement

A U.S.-governed legal agreement between landlord and tenant establishing terms for property rental and occupancy.

Download

Joint Sale Agreement Property

A U.S. legal agreement between multiple property owners to jointly sell their property interests, outlining terms, conditions, and profit distribution.

Download

Simple Land Contract Purchase Agreement

A legally binding agreement used in the U.S. for the purchase and sale of real property, outlining essential terms and conditions of the land transaction.

Download

Rent To Own Property Contract

A U.S. legal agreement combining property rental and future purchase options, with rent payments potentially contributing to the purchase price.

Download

Real Estate Purchase Agreement With Seller Financing

A U.S. legal agreement combining property sale terms with seller-provided financing arrangements, subject to federal and state real estate laws.

Download

Personal Property Agreement

A U.S.-governed legal document establishing ownership rights and transfer conditions for personal property, subject to state laws and the UCC.

Download

Lease Listing Agreement

A U.S. legal agreement between property owners and real estate agents for marketing and listing rental properties.

Download

Earnest Money Contract

A U.S. real estate contract that establishes terms for property purchase and earnest money deposit handling, governed by state and federal laws.

Download
See more related templates

ұԾ’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ұԾ’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it