Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Real Estate Private Equity Term Sheet
"I need a Real Estate Private Equity Term Sheet for a new £500M UK student housing fund launching in March 2025, with specific provisions for ESG compliance and co-investment rights for institutional investors."
1. Investment Overview: Key terms of the investment opportunity and strategy
2. Fund Structure: Legal structure, domicile, and key entities
3. Investment Terms: Target size, minimum commitment, investment period
4. Management and Fees: Management fee structure, carried interest, hurdle rate
5. Governance: Decision-making process, investor rights, reporting
1. Co-Investment Rights: Terms for direct investment opportunities, used when offering co-investment
2. Key Person Provisions: Required when specific individuals are crucial to the strategy
3. ESG Considerations: Include when environmental, social, governance factors are material
1. Track Record: Historical performance of manager's previous investments
2. Investment Pipeline: Current investment opportunities under consideration
3. Management Team Profiles: Biographies of key team members
4. Fee Calculations: Detailed examples of fee and carried interest calculations
Authors
Administration Agreement
AIFMD
Asset Management Fee
Carried Interest
Catch-up Period
Clawback
Closing Date
Commitment Period
Committed Capital
Distributions
Draw Down
ERISA
Exit
FCA
First Close
Fund
Fund Manager
General Partner
GP Commitment
Hurdle Rate
Investment Advisory Agreement
Investment Committee
Investment Management Agreement
Investment Period
Key Person Event
Limited Partner
Limited Partnership Agreement
Management Fee
Net Asset Value
Partnership
Preferred Return
Promote
Qualifying Investment
Side Letter
Subscription Agreement
Target Return
Term
Transfer
Valuation
Waterfall
Fund Structure
Investment Objectives
Target Size
Minimum Commitment
Investment Period
Term and Extensions
Management Fee
Carried Interest
Distribution Waterfall
Key Person Provisions
Investment Restrictions
Co-Investment Rights
Advisory Committee
Governance Rights
Reporting Requirements
Valuation Methodology
Transfer Restrictions
Default Provisions
Confidentiality
Exclusivity
Due Diligence
Expenses and Costs
Investment Process
Exit Rights
Follow-on Investments
Successor Funds
ESG Provisions
Side Letter Rights
Commitment Period
Amendments
Jurisdiction and Governing Law
Dispute Resolution
Find the exact document you need
Sale Of Shares Agreement LLC
A legally binding agreement for the sale and transfer of LLC shares under English and Welsh law.
Investment Club LLC Operating Agreement
A legal agreement governing the operation of an investment club LLC under England and Wales law, establishing rules for collective investment activities.
Family Investment LLC Operating Agreement
A legal agreement governing family investment structures under England and Wales law, establishing operational and governance frameworks for family wealth management.
Rental Property LLC Operating Agreement
A legal agreement governing the operation of a rental property LLC under English and Welsh law, defining member rights, management structure, and operational procedures.
Silent Partner Investment Contract
A legal agreement under English and Welsh law governing passive investment arrangements and defining rights and obligations of silent partners.
Real Estate Equity Purchase Agreement
A legally binding agreement for the purchase and sale of real estate under English and Welsh law.
LLC Operating Agreement With Investors
A governing agreement for a private limited company under English and Welsh law, establishing operational framework and investor relationships.
LLC Investment Term Sheet
An English and Welsh law document outlining preliminary terms for LLC investment, including valuation, investment amount, and key rights.
Real Estate Syndication Operating Agreement
A legal framework under English and Welsh law for pooling investor capital in real estate investments, defining rights, responsibilities, and profit-sharing arrangements.
Real Estate Private Equity Term Sheet
A preliminary document under English and Welsh law outlining key terms for real estate investment funds.
Private Equity General Partner Agreement
An England and Wales law-governed agreement establishing the general partner's rights and responsibilities in managing a private equity fund.
Private Equity Fund Agreement
A legal agreement governing private equity fund operations under English and Welsh law, establishing relationships between partners and operational framework.
Letter Of Intent To Purchase Stock
A preliminary, largely non-binding document under English and Welsh law expressing intent to purchase company shares and outlining key terms of the proposed transaction.
Share Purchase Agreement Private Limited Company
A legally binding agreement under English and Welsh law for the sale and purchase of shares in a private limited company.
Real Estate Holding Company Operating Agreement
A legal document governed by English and Welsh law that establishes the operating framework for a real estate holding company and its members.
LLC Share Purchase Agreement
An English law agreement for the purchase and sale of LLC shares, setting out terms, conditions, and protections for all parties.
Investment LLC Operating Agreement
A governing document for investment vehicles under English and Welsh law, establishing operational and management framework for members and investments.
Capital Raising Mandate Agreement
An English law agreement appointing a financial advisor to assist in raising capital, outlining services, fees, and terms.
Share Investment Agreement
A legally binding agreement under English and Welsh law governing the terms of share investment in a company.
Preferred Stock Subscription Agreement
A legal agreement governed by English and Welsh law that documents the terms and conditions for investors subscribing to preferred shares in a company.
Movie Investment Contract
A legal agreement governed by English and Welsh law that establishes terms for investment in film projects, including rights, obligations, and revenue sharing arrangements.
Debenture Purchase Agreement
An English law agreement governing the sale and purchase of debentures, including terms of issuance, security arrangements, and regulatory compliance.
Stock Contribution Agreement
A legally binding agreement under English and Welsh law governing the contribution of shares from one party to another.
Preference Shares Investment Agreement
An English law agreement governing the investment in and issuance of preference shares, setting out investors' rights and company obligations.
Personal Investment Contract
A regulated agreement under English and Welsh law governing personal investment management relationships between investors and investment professionals.
Rental Property Partnership Agreement
An England and Wales law-governed agreement establishing a partnership for rental property ownership and management.
Wholesale Real Estate Purchase Agreement
An English law agreement for wholesale real estate purchases, enabling property acquisition for quick resale or assignment of rights.
Stock Purchase Agreement Term Sheet
A preliminary document outlining key terms for share purchase transactions under English and Welsh law.
Term Sheet For Investors
A non-binding document under English and Welsh law that outlines key terms and conditions for proposed investment in a company.
Placement Agent Agreement Private Equity Fund
A contract governing the appointment of placement agents for marketing private equity fund interests, regulated under English and Welsh law.
Multi Family Purchase And Sale Agreement
A legal agreement for the purchase and sale of multiple residential properties under English and Welsh law.
Founders Stock Agreement
A legally binding agreement under English and Welsh law that governs share ownership and rights among company founders.
Revenue Sharing Investment Agreement
An English law agreement establishing terms for investment in exchange for future revenue sharing.
Event Investment Contract
A legal agreement under English and Welsh law establishing terms for financial investment in an event, including returns and risk allocation.
Artist Investment Agreement
A legal agreement under English and Welsh law establishing terms for financial investment in an artist's work and career, including revenue sharing and rights allocation.
Short Form Stock Purchase Agreement
A simplified agreement under English and Welsh law for the purchase and sale of company shares, suitable for straightforward share transfers.
Share Subscription Agreement And Share Purchase Agreement
An English law agreement governing both the subscription of new shares and purchase of existing shares in a company.
Private Equity Purchase Agreement
An English law agreement governing the purchase of a company or business by a private equity investor, setting out transaction terms and obligations.
Phantom Stock Option Agreement
An English law agreement granting rights to receive cash payments based on theoretical company stock value appreciation, without actual share ownership.
Equity Share Agreement Startup
A legal agreement under English and Welsh law governing the issuance of shares in a startup company to new investors, defining ownership rights and investment terms.
Stock Distribution Agreement
A legal agreement under English and Welsh law governing the distribution of company shares to specified recipients.
Investment Trust Contract
A legal agreement establishing an investment trust structure under English and Welsh law, defining roles, responsibilities, and investment parameters.
Bill Of Sale Stock Purchase Agreement
A legal document under English and Welsh law that facilitates and evidences the transfer of share ownership between parties, combining elements of bills of sale and share purchase agreements.
Restaurant Investment Agreement
A legal agreement under English law governing investment terms and conditions between investors and restaurant businesses.
Joint Venture Agreement For Real Estate Investing
An English law agreement establishing a joint venture between parties for real estate investment and development activities.
Debt Investment Agreement
A legally binding agreement under English and Welsh law governing the terms of debt investment between an investor and borrower.
Cornerstone Investment Agreement
An English law agreement establishing terms for a pre-IPO cornerstone investment commitment.
Bond Repurchase Agreement
An English law agreement governing the sale and subsequent repurchase of bonds between parties, with specified terms for price, timing, and collateral management.
Convertible Promissory Note Purchase Agreement
An English law agreement governing the purchase of convertible promissory notes, including terms of conversion and investor rights.
Property Investment Contract
A legal agreement under English and Welsh law governing property investment arrangements, including terms, conditions, and management responsibilities.
Private Equity Shareholders Agreement
A legal agreement governing the relationship between private equity investors and other shareholders under English and Welsh law.
Partnership Agreement On Investment And Financial Cooperation
A legally binding agreement under English and Welsh law establishing terms for investment-focused partnerships, including capital contributions, profit-sharing, and management responsibilities.
Investment Cooperation Agreement
A legally binding agreement under English and Welsh law that establishes terms for investment collaboration between parties.
Investment Club Partnership Agreement
A legal agreement under English and Welsh law establishing the terms and conditions for operating an investment club partnership.
Stock Agreement
A legally binding agreement under English and Welsh law governing the sale and transfer of shares between parties.
Mutual Fund Agreement
A legal agreement governing mutual fund operations under English and Welsh law, establishing relationships between fund managers, trustees, and investors.
Investment Trust Agreement
A legal framework under English and Welsh law governing the management of investment assets held in trust, defining roles, responsibilities, and investment parameters.
Investment Agency Agreement
A contract under English law establishing terms for investment management services between an investment manager and their client.
Friends And Family Investment Agreement
A legally binding agreement under English and Welsh law that structures investments between friends and family members, protecting both parties' interests.
Profit Sharing Agreement For Investors
An English law agreement defining profit sharing arrangements between investors and businesses, including investment terms and distribution mechanisms.
Non Disclosure Agreement For Investors
An English law agreement protecting confidential information shared with potential investors during investment discussions and due diligence.
Investment Commitment Agreement
A legally binding agreement under English and Welsh law that establishes the terms and conditions for an investment commitment between parties.
Future Purchase Agreement
An English law agreement setting out terms for a future purchase obligation between parties, including timing, price, and conditions.
Subscription Agreement Private Placement
An English law agreement governing the subscription of securities in a private placement, defining terms between issuer and investors.
Stock Subscription Agreement
An English law agreement governing the subscription for new shares in a company by an investor.
Startup Investment Agreement
A legal agreement governed by English and Welsh law that sets out the terms of an investment in a startup company in exchange for equity.
Letter Of Intent For Purchase Of Commercial Property
A preliminary document used in England and Wales outlining proposed terms for commercial property purchase.
Investment Guarantee Agreement
A legally binding agreement under English and Welsh law that provides protection to investors through guarantees on their investments.
Equity Commitment Letter
A legally binding commitment under English and Welsh law to provide equity funding for a specific transaction or investment purpose.
Co Investment Agreement
A legal agreement under English and Welsh law governing the terms of joint investment between multiple investors in a specific opportunity.
Stock Transfer Agreement
A legal document under English and Welsh law that facilitates the transfer of shares between parties, setting out terms, conditions, and warranties.
Joint Venture Investment Agreement
A legal agreement under English and Welsh law establishing terms for parties to combine resources and capital in a joint business venture.
Company Share Agreement
A legally binding agreement under English and Welsh law governing the transfer or issuance of company shares.
Download our whitepaper on the future of AI in Legal
Genie’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; Genie’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
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our Trust Centre for more details and real-time security updates.
Read our Privacy Policy.