Free Real Estate Equity Investment Term Sheet Generator
For an investor putting equity into a sponsor's property deal. Covers preferred return, promote, sponsor fees, and investor protections. Fill in the terms on the left. Your term sheet updates on the right. Download it as a Word file when you're done.
Before you use this: This is a securities transaction. Offers are generally limited to accredited investors under a private placement exemption, and state filings may apply. Have securities counsel review before sending.
What this template covers
- Sponsor
- Investor
- Property
- Capitalization
- Commitment
- Distributions
- Sponsor fees
- Business plan
- Major decisions
- Capital calls
Paragraphs marked binding, such as confidentiality and exclusivity, are meant to be enforceable. Everything else is non-binding. The example terms are only examples. Replace them with your deal. Use the × next to any term to remove it, or add your own terms at the bottom of the form.
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