Define: Real Estate Securities

How is Real Estate Securities defined in a legal contract?

• Real Estate Securities means securities of publicly-traded entities deeply rooted in the real estate industry. Such entities are seen as heavily involved in the real estate industry if, at least [number] percent of its revenue or the market value of its assets is due to the ownership, construction, handling or sale of residential, commercial or industrial real estate. Entities embedded in the real estate industry can include, but are not limited to, equity and property mortgage investment trusts (REITs), real estate operating companies (REOCs), real estate master limited partnerships, real estate brokers and developers, commercial backed securities and other types of real estate secured debt obligations or real estate asset-backed securities.
  Seen in 34 SEC filings
• Real Estate Securities means equity and debt securities of both publicly traded and private entities, including REITs and pass-through entities, that own Real Property or loans secured by real estate, including investments in commercial mortgage-backed securities and derivative instruments.
  Seen in 24 SEC filings
• Real Estate Securities means the real estate related securities, or such investments mutually designated as Real Estate Securities to the extent such investments can be classified as either Real Estate Securities or Real Property. Typically consisting of securities of other real estate investment trusts or real estate companies, shares of open and/or closed-end real estate funds and mortgages or interests in pools of mortgages secured by real estate, which are acquired by the partnership, either directly or through joint venture arrangements or other partnerships.
  Seen in 16 SEC filings

Please note, ‘BIM’ was replaced with ‘[organization]’, numbers have been censored with ‘[number]’, and the clause letters like (i), (ii), (iii) have been deleted as they do not provide any essential information to the definition and only serve to complicate it further.

Note: The Genie AI Legal Assistant pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.

Search EDGAR for ‘Definitions of real estate securities’ yourself to verify these results. We are always keen to point people to source documents.

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Which definition should you use?

🤔 Our AI Legal Assistant has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

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Genie Definition 1

Real Estate Securities means publicly-traded entities’ securities majorly associated with real estate industry activities.

Relevant Contract Type

• Real Estate Purchase Agreement
• Asset Acquisition Agreement
• Commercial Lease Agreement
• Loan Agreement

Relevant Circumstances

• Sale or purchase of real estate securities
• Leasing of commercial properties involving real estate securities
• Lending secured by real estate securities
• Mergers and acquisitions involving real estate assets and securities

Relevant Sectors

• Real Estate
• Investment Banking
• Finance
• Business Services

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Genie Definition 2

Real Estate Securities means entities' equity and debt securities, including real estate investment trusts (REITs), which are secured by real estate.

Relevant Contract Type

• Equity Purchase Agreement
• Joint Venture Agreement
• Securities Purchase Agreement
• Mortgage Agreement
• Investment Agreement

Relevant Circumstances

• Sale or purchase of equity and/or debt securities of real estate companies
• Setting up of joint ventures involving real estate assets and securities
• Mortgaging of property involving real estate securities
• Capital raising processes through the sale of real estate securities
• Investments involving real estate securities

Relevant Sectors

• Real Estate
• Investment Management
• Finance
• Banking
• Construction

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