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Real Estate Private Equity Term Sheet

Real Estate Private Equity Term Sheet Template for Hong Kong

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Key Requirements PROMPT example:

Real Estate Private Equity Term Sheet

"I need a Real Estate Private Equity Term Sheet for a Hong Kong-focused logistics property fund with a target size of USD 500 million, planning first close in March 2025, with specific provisions for ESG compliance and development rights."

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Document background
A Real Estate Private Equity Term Sheet is a crucial preliminary document used in the early stages of structuring real estate investment vehicles and transactions in Hong Kong. It serves as a non-binding (except for certain provisions like confidentiality and exclusivity) outline of the principal terms and conditions between the sponsor/general partner and potential investors. The document typically precedes the final fund documentation and is used during the fundraising process to align parties' expectations and facilitate negotiations. It must comply with Hong Kong's regulatory framework, including the Securities and Futures Ordinance and Companies Ordinance, while incorporating market standards for real estate private equity investments in the Asia-Pacific region. The term sheet forms the basis for the fund's limited partnership agreement or other constitutive documents and helps streamline the subsequent legal documentation process.
Suggested Sections

1. Parties: Identification of the key parties including the sponsor/GP, investors/LPs, and any other relevant entities

2. Background: Brief overview of the proposed transaction and investment opportunity

3. Definitions: Key terms used throughout the term sheet

4. Investment Structure: Overview of the fund/investment vehicle structure and jurisdiction

5. Target Asset: Description of the real estate asset(s) or investment strategy

6. Investment Amount: Total commitment size, minimum commitment amounts, and funding mechanics

7. Investment Period: Duration of the investment period and overall fund term

8. Management Fee: Fee structure, calculation basis, and payment terms

9. Distribution Waterfall: Priority of distributions and profit-sharing arrangement

10. Key Person Provisions: Identification of key persons and their commitments

11. Governance Rights: Voting rights, investment committee structure, and decision-making process

12. Transfer Restrictions: Limitations on transfer of interests and any transfer rights

13. Exit Mechanisms: Expected exit strategy and related provisions

14. Confidentiality: Confidentiality obligations of the parties

15. Exclusivity: Period and terms of exclusivity for the transaction

Optional Sections

1. Co-Investment Rights: Terms for co-investment opportunities, used when co-investment is offered to certain investors

2. REIT Conversion: Provisions for potential REIT conversion, included when REIT exit is contemplated

3. Development Rights: Terms related to property development, included for development-focused strategies

4. ESG Provisions: Environmental, Social and Governance requirements, included when ESG is a focus

5. Currency Hedging: Hedging provisions for cross-border investments

6. Asset Management: Terms for internal vs. external asset management, included when relevant

7. Leverage Limitations: Restrictions on debt financing, included when specific leverage limits are required

8. Seed Assets: Details of any seed assets, included when the fund launches with existing assets

Suggested Schedules

1. Schedule 1 - Investment Structure Chart: Detailed diagram showing the proposed investment and holding structure

2. Schedule 2 - Pro Forma Capital Structure: Detailed breakdown of the proposed capital structure

3. Schedule 3 - Fee Calculations: Detailed examples of fee calculations and waterfall mechanics

4. Schedule 4 - Property Details: Detailed information about the target property/properties

5. Schedule 5 - Investment Committee Members: List of investment committee members and their qualifications

6. Appendix A - Defined Terms: Comprehensive list of defined terms and their meanings

7. Appendix B - Financial Projections: Key financial projections and assumptions

8. Appendix C - Due Diligence Requirements: List of required due diligence items and timeline

Authors

Alex Denne

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Acquisition Cost
Additional Capital Call
Adjusted Capital Contribution
Advisory Agreement
Affiliate
Asset Management Agreement
Asset Manager
Carried Interest
Catch-up Period
Cause Event
Closing
Co-Investment Rights
Commitment Period
Committed Capital
Control
Default Rate
Defaulting Limited Partner
Development Cost
Disposal
Distribution
EBITDA
Encumbrance
ESG Requirements
Exit Event
Final Closing Date
First Closing
Follow-on Investment
Fund Administrator
Fund Documents
Fund Term
General Partner
GP Commitment
GP Removal Event
Gross Asset Value
Holding Period
Holdings Vehicle
Hurdle Rate
Independent Valuer
Initial Closing Date
Investment Committee
Investment Management Agreement
Investment Manager
Investment Objective
Investment Period
Investment Policy
Investment Vehicle
Investor Default
Key Person
Key Person Event
Limited Partner
Management Fee
Net Asset Value
Operating Expenses
Partnership Agreement
Performance Fee
Permitted Investments
Portfolio Company
Preferred Return
Principal Terms
Priority of Payments
Property Manager
Qualifying Investment
REIT
Related Party Transaction
Removal Event
Restricted Person
Return of Capital
SFC
Side Letter
Special Purpose Vehicle
Subscription Agreement
Target Asset
Target IRR
Target Property
Transfer
Underlying Asset
Valuation Date
Waterfall
Clauses
Investment Structure
Fund Terms
Investment Strategy
Management Fee
Performance Fee
Distribution Waterfall
Governance Rights
Investment Committee
Key Person Provisions
Transfer Rights
Default Provisions
Allocation of Expenses
Co-Investment Rights
Reporting Requirements
Confidentiality
Exclusivity
Due Diligence
Asset Management
Property Management
Exit Rights
Tag-Along Rights
Drag-Along Rights
REIT Conversion Rights
Environmental Compliance
Regulatory Compliance
Conflict of Interest
Related Party Transactions
Amendment Provisions
Commitment Provisions
Capital Call Mechanics
Leverage Limitations
Investment Restrictions
Valuation Methodology
Limited Partner Rights
General Partner Removal
Side Letter Rights
Most Favored Nation
Tax Considerations
Indemnification
Force Majeure
Dispute Resolution
Governing Law
Termination Rights
Relevant Industries

Real Estate

Private Equity

Investment Management

Commercial Property

Residential Property

Industrial Property

Retail Property

Hospitality

Mixed-Use Development

Property Development

Real Estate Investment Trusts (REITs)

Infrastructure

Asset Management

Financial Services

Relevant Teams

Legal

Investment

Real Estate

Private Equity

Fund Management

Risk & Compliance

Finance

Asset Management

Investor Relations

Acquisitions

Due Diligence

Portfolio Management

Corporate Development

Strategy

Relevant Roles

Chief Investment Officer

Fund Manager

Real Estate Director

Investment Director

Asset Manager

Portfolio Manager

Investment Analyst

Legal Counsel

Investment Committee Member

Managing Partner

Director of Acquisitions

Head of Real Estate

Private Equity Partner

Chief Financial Officer

Risk Manager

Compliance Officer

Development Director

Investment Relations Manager

Industries
Companies Ordinance (Cap. 622): Governs the incorporation and operation of companies in Hong Kong, including corporate structures for real estate investment vehicles
Securities and Futures Ordinance (Cap. 571): Regulates securities, collective investment schemes, and investment offerings in Hong Kong, including real estate investment structures
Conveyancing and Property Ordinance (Cap. 219): Governs real estate transactions, property rights, and interests in land in Hong Kong
Landlord and Tenant (Consolidation) Ordinance (Cap. 7): Regulates landlord-tenant relationships and property leasing arrangements
Stamp Duty Ordinance (Cap. 117): Covers stamp duty requirements for real estate transactions and transfer of property interests
Trustee Ordinance (Cap. 29): Governs trust arrangements which may be relevant for certain real estate investment structures
Limited Partnership Fund Ordinance (Cap. 637): Provides legal framework for establishing and operating limited partnership funds, commonly used in private equity structures
Inland Revenue Ordinance (Cap. 112): Governs taxation matters including property tax, profits tax, and tax implications for real estate investments
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

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