The Real Estate Private Equity Term Sheet is a crucial document used in the initial stages of fund formation and capital raising. It outlines the fundamental commercial and legal terms that will govern the relationship between the fund sponsor and investors. Used primarily in the United States real estate investment market, this document serves as a roadmap for subsequent definitive agreements, including the Limited Partnership Agreement and Subscription Documents. It typically includes details about investment strategy, target returns, fee structures, governance rights, and capital commitment requirements. While most provisions are non-binding, certain terms such as confidentiality and exclusivity may be legally enforceable.
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1. Parties: Identification of the fund sponsor/manager and potential limited partners
2. Background: Overview of the investment strategy and fund objectives
3. Definitions: Key terms used throughout the term sheet
4. Fund Structure: Legal structure, domicile, and term of the fund
5. Investment Strategy: Detailed investment objectives, criteria, and limitations
6. Capital Commitments: Target fund size, minimum/maximum commitments
7. Management Fee: Fee structure and calculation methodology
8. Distribution Waterfall: Priority of distributions and carried interest structure
1. Co-Investment Rights: Terms for LP co-investment opportunities - include when offering co-investment opportunities to LPs
2. Key Person Provisions: Requirements regarding key personnel retention - include when specific individuals are crucial to the strategy
3. ERISA Considerations: Specific provisions for pension fund investors - include when accepting ERISA plan assets
1. Investment Guidelines: Detailed investment criteria and restrictions
2. Fee Schedule: Detailed breakdown of all fees and expenses
3. Target Asset Schedule: List of identified investment opportunities, if any
4. Management Team Biographies: Background of key investment professionals
Relevant legal definitions
Accredited Investor
Additional Capital Contributions
Affiliate
Asset Management Fee
Capital Account
Capital Commitment
Capital Contributions
Carried Interest
Catch-Up Period
Cause
Clawback
Closing
Commitment Period
Control
Defaulting Limited Partner
Distribution
ERISA
Exclusivity Period
Exit
Fund
Fund Expenses
General Partner
GP Commitment
Hurdle Rate
Initial Closing
Investment Committee
Investment Company Act
Investment Guidelines
Investment Manager
Investment Period
Key Person Event
Key Person
Limited Partner
Management Agreement
Management Fee
Net Asset Value
Operating Expenses
Partnership
Partnership Agreement
Preferred Return
Principal
Promote
Qualified Purchaser
REIT
Removal Event
Side Letter
Subscription Agreement
Target IRR
Term
Transfer
Waterfall
Additional Capital Contributions
Affiliate
Asset Management Fee
Capital Account
Capital Commitment
Capital Contributions
Carried Interest
Catch-Up Period
Cause
Clawback
Closing
Commitment Period
Control
Defaulting Limited Partner
Distribution
ERISA
Exclusivity Period
Exit
Fund
Fund Expenses
General Partner
GP Commitment
Hurdle Rate
Initial Closing
Investment Committee
Investment Company Act
Investment Guidelines
Investment Manager
Investment Period
Key Person Event
Key Person
Limited Partner
Management Agreement
Management Fee
Net Asset Value
Operating Expenses
Partnership
Partnership Agreement
Preferred Return
Principal
Promote
Qualified Purchaser
REIT
Removal Event
Side Letter
Subscription Agreement
Target IRR
Term
Transfer
Waterfall
Clauses
Investment Strategy and Objectives
Fund Structure
Capital Commitments
Capital Calls
Management Fee
Distribution Waterfall
Carried Interest
Investment Period
Fund Term
Key Person Provisions
Removal Rights
Co-Investment Rights
Advisory Committee
Transfer Restrictions
Most Favored Nations
Confidentiality
Exclusivity
Expenses
Reporting Requirements
Investment Restrictions
Governance Rights
Default Provisions
Clawback
Exit Rights
Amendment Provisions
ERISA Considerations
Tax Matters
Indemnification
Non-Compete
Non-Solicitation
Fund Structure
Capital Commitments
Capital Calls
Management Fee
Distribution Waterfall
Carried Interest
Investment Period
Fund Term
Key Person Provisions
Removal Rights
Co-Investment Rights
Advisory Committee
Transfer Restrictions
Most Favored Nations
Confidentiality
Exclusivity
Expenses
Reporting Requirements
Investment Restrictions
Governance Rights
Default Provisions
Clawback
Exit Rights
Amendment Provisions
ERISA Considerations
Tax Matters
Indemnification
Non-Compete
Non-Solicitation
Relevant Industries
Relevant Teams
Relevant Roles
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