The Real Estate Holding Company Operating Agreement is essential when establishing a Limited Liability Company for real estate investment purposes in the United States. This document is particularly crucial when multiple investors come together to hold and manage real estate assets through a single entity. It addresses critical aspects such as ownership percentages, voting rights, capital calls, distribution of profits, management responsibilities, and transfer restrictions. The agreement must comply with state-specific LLC laws while providing adequate protection for all members' interests and establishing clear operational procedures. It's commonly used for both commercial and residential real estate investments, and can be adapted for various investment strategies, from single-property holdings to extensive real estate portfolios.
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1. Parties: Identifies all members and the LLC entity
2. Background/Recitals: States the purpose of forming the real estate holding company and basic intentions
3. Definitions: Defines key terms used throughout the agreement
4. Formation and Name: Details of LLC formation, registered name, and office location
5. Purpose and Powers: Specific real estate holding and management activities permitted
6. Capital Contributions: Initial and additional capital contribution requirements
7. Membership Interests: Allocation of ownership percentages and voting rights
8. Management Structure: Management rights, duties, and decision-making processes
9. Distributions: Rules for profit distribution and loss allocation
10. Transfer Restrictions: Rules regarding transfer of membership interests
1. Tax Matters: Special tax elections and procedures for specific tax treatment requirements
2. Property Management: Specific provisions for property management when company actively manages properties
3. Buy-Sell Provisions: Procedures for buying out members when predetermined exit mechanisms are needed
4. Foreign Investment Provisions: FIRPTA compliance measures for cases involving foreign investors
1. Schedule A - Member Information: Details of members' names, addresses, and initial capital contributions
2. Schedule B - Property Schedule: List of properties owned by the LLC
3. Schedule C - Valuation Methods: Agreed methods for valuing company interests
4. Appendix A - Management Procedures: Detailed management and voting procedures
5. Appendix B - Distribution Waterfall: Detailed distribution priority structure
Relevant legal definitions
Act
Additional Capital Contribution
Adjusted Capital Account
Affiliate
Agreement
Articles of Organization
Available Cash Flow
Board of Managers
Capital Account
Capital Contribution
Certificate of Formation
Company
Company Property
Distributable Cash
Effective Date
Fiscal Year
Initial Capital Contribution
LLC
Managing Member
Member
Membership Interest
Net Income
Net Loss
Operating Cash Flow
Percentage Interest
Person
Property Manager
Qualified Transfer
Real Property
Regulatory Allocations
Required Capital Contribution
State
Super Majority Vote
Tax Matters Partner
Transfer
Treasury Regulations
Unit
Voting Interest
Withdrawal Event
Withdrawing Member
Additional Capital Contribution
Adjusted Capital Account
Affiliate
Agreement
Articles of Organization
Available Cash Flow
Board of Managers
Capital Account
Capital Contribution
Certificate of Formation
Company
Company Property
Distributable Cash
Effective Date
Fiscal Year
Initial Capital Contribution
LLC
Managing Member
Member
Membership Interest
Net Income
Net Loss
Operating Cash Flow
Percentage Interest
Person
Property Manager
Qualified Transfer
Real Property
Regulatory Allocations
Required Capital Contribution
State
Super Majority Vote
Tax Matters Partner
Transfer
Treasury Regulations
Unit
Voting Interest
Withdrawal Event
Withdrawing Member
Clauses
Formation and Purpose
Capital Contributions
Membership Interests
Management Rights
Voting Rights
Distribution and Allocation
Transfer Restrictions
Buy-Sell Provisions
Exit Rights
Property Management
Books and Records
Tax Matters
Indemnification
Dissolution
Confidentiality
Non-Competition
Assignment
Amendment
Dispute Resolution
Governing Law
Force Majeure
Representations and Warranties
Notice Requirements
Severability
Entire Agreement
Further Assurance
Meeting Procedures
Admission of New Members
Property Acquisition
Insurance Requirements
Capital Contributions
Membership Interests
Management Rights
Voting Rights
Distribution and Allocation
Transfer Restrictions
Buy-Sell Provisions
Exit Rights
Property Management
Books and Records
Tax Matters
Indemnification
Dissolution
Confidentiality
Non-Competition
Assignment
Amendment
Dispute Resolution
Governing Law
Force Majeure
Representations and Warranties
Notice Requirements
Severability
Entire Agreement
Further Assurance
Meeting Procedures
Admission of New Members
Property Acquisition
Insurance Requirements
Relevant Industries
Relevant Teams
Relevant Roles
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