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Real Estate Advisory Services Agreement

Real Estate Advisory Services Agreement Generator for the USA

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Key Requirements PROMPT example:

Real Estate Advisory Services Agreement

"I need a Real Estate Advisory Services Agreement for my boutique consulting firm to provide commercial property investment advisory services to institutional clients in California, with specific provisions for quarterly performance reporting and a minimum 24-month engagement term starting March 2025."

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Document background

The Real Estate Advisory Services Agreement is essential for formalizing professional relationships in the real estate sector. It is used when clients require expert guidance on property acquisitions, dispositions, management, or investment strategies. This document, governed by U.S. federal and state regulations, outlines the advisor's responsibilities, establishes service standards, and protects both parties' interests through clear terms on compensation, liability, and confidentiality. The agreement ensures compliance with relevant real estate laws while providing a framework for successful advisory relationships. It is particularly important in complex transactions where professional advice carries significant financial implications.

Suggested Sections

1. Parties: Identifies the advisor and client, including full legal names and addresses

2. Background/Recitals: Establishes the context and purpose of the agreement

3. Definitions: Defines key terms used throughout the agreement

4. Scope of Services: Details the specific advisory services to be provided

5. Term and Termination: Duration of agreement and conditions for termination

6. Compensation: Fee structure, payment terms, and expenses

7. Confidentiality: Provisions for handling confidential information

8. Representations and Warranties: Statements of fact and assurances from both parties

9. Limitation of Liability: Limits on advisor's liability and indemnification provisions

Optional Sections

1. Non-Compete: Restrictions on competitive activities - include when protecting market position or client relationships

2. Insurance Requirements: Specific insurance coverage requirements - include when additional risk management is needed

3. Intellectual Property Rights: Ownership of materials and information - include when proprietary materials or methods are involved

4. Data Protection: Specific data handling requirements - include when handling sensitive personal or financial data

Suggested Schedules

1. Schedule A - Detailed Services Description: Comprehensive list of services to be provided

2. Schedule B - Fee Schedule: Detailed breakdown of fees and payment terms

3. Schedule C - Key Personnel: List of key team members and their roles

4. Schedule D - Service Level Agreement: Performance metrics and standards

5. Appendix 1 - Required Disclosures: Regulatory and compliance disclosures

6. Appendix 2 - Insurance Certificates: Proof of required insurance coverage

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
Industries

RESPA: Real Estate Settlement Procedures Act - Federal law governing real estate transactions and settlement processes

TILA: Truth in Lending Act - Federal law requiring disclosure of credit terms and standardizing how costs are calculated and disclosed

Fair Housing Act: Federal law prohibiting discrimination in real estate transactions based on race, color, religion, sex, national origin, familial status, or disability

ADA: Americans with Disabilities Act - Federal law ensuring accessibility requirements in real estate and public accommodations

Securities Exchange Act: Federal law governing securities transactions, relevant if real estate advisory services involve securities-related advice

State Licensing Requirements: State-specific regulations governing real estate professional licensing and maintenance of licenses

State Broker Regulations: State-specific rules governing broker and advisor conduct, responsibilities, and obligations

State Property Laws: State-specific laws governing real estate property rights, transactions, and obligations

State Consumer Protection Laws: State-specific laws protecting consumers in real estate transactions and advisory services

NAR Guidelines: National Association of REALTORSยฎ professional standards and ethical guidelines for real estate professionals

Investment Advisers Act: Federal law regulating investment advisers, applicable if providing investment-related real estate advice

Dodd-Frank Act: Federal law implementing financial regulations affecting real estate transactions and advisory services

Agency Laws: Laws governing the relationship between real estate professionals and their clients, including fiduciary responsibilities

Gramm-Leach-Bliley Act: Federal law requiring financial institutions to explain information-sharing practices and protect sensitive data

Professional Insurance Requirements: Regulations requiring professional liability and errors and omissions insurance for real estate advisors

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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