Shared Equity Agreement Template

You can open the Shared Equity Agreement Template in multiple formats, including PDF, Word, and Google Docs.


Sample

Shared Equity Agreement Template

Printable | Editable Form




Shared Equity Agreement Template (1)
Between:
[Name of the Investor]
[Investor’s ID]
[Investor’s Address]
[Investor’s Phone]
[Investor’s Email]
And:
[Name of the Homeowner]
[Homeowner’s ID]
[Homeowner’s Address]
Introduction:
This Shared Equity Agreement is made on [Date] to outline the terms for the shared investment in the residential property located at [Property Address] for the purpose of home ownership.
Clause 1: Purpose of the Agreement
The purpose of this agreement is to define the investment contributions of both parties and the terms of shared equity in the property.
Clause 2: Investment Contributions
The Investor agrees to contribute [Investment Amount] towards the purchase of the property, while the Homeowner agrees to cover the remaining balance.
Clause 3: Ownership Percentage
The ownership of the property shall be divided as follows: [Specify percentage for Investor and Homeowner].
Clause 4: Responsibilities
The Homeowner agrees to maintain the property, while the Investor will provide financial oversight. Both parties will share in the costs of maintenance and repairs in proportion to their ownership percentages.
Clause 5: Sale of Property
In the event of a sale, both parties must agree on the sale terms. Proceeds will be distributed based on ownership percentages after settling any outstanding obligations or liabilities.
Clause 6: Termination
This agreement may be terminated under the following circumstances: [Specify conditions for termination].
Clause 7: Dispute Resolution
Any disputes arising from this agreement will be resolved through mediation, followed by arbitration if necessary.
Signed in [City], [Date].
Sincerely,
[Signature of the Investor]
[Name of the Investor]
[Signature of the Homeowner]
[Name of the Homeowner]
Shared Equity Agreement Template (2)
Between:
[Name of the Investor]
[Investor’s ID]
[Investor’s Address]
[Investor’s Phone]
[Investor’s Email]
And:
[Name of the Homeowner]
[Homeowner’s ID]
[Homeowner’s Address]
Introduction:
This agreement is intended to outline the shared equity framework that allows for joint ownership of the property located at [Property Address].
Clause 1: Definition of Terms
For the purposes of this agreement, the terms “Investor” and “Homeowner” shall refer to the parties listed above.
Clause 2: Requirements for Property Purchase
The Investor’s contribution will enable the Homeowner to purchase the property. The purchase price is [Total Purchase Price], with the Investor contributing [Investment Amount].
Clause 3: Shared Costs and Expenses
Both parties agree to equally share property-related costs such as taxes, insurance, and maintenance, in proportion to their respective ownership shares.
Clause 4: Right of First Refusal
If either party wishes to sell their share, they must first offer it to the other party at a mutually agreed price.
Clause 5: Governing Law
This agreement shall be governed by the laws of [Jurisdiction].
Clause 6: Amendments
Any amendments to this agreement must be made in writing and signed by both parties.
Signed in [City], [Date].
Sincerely,
[Signature of the Investor]
[Name of the Investor]
[Signature of the Homeowner]
[Name of the Homeowner]

Form

Please complete the form below to create the Shared Equity Agreement Template. All fields must be filled out to ensure a clear and comprehensive agreement. We provide examples to guide you through each step.

Shared Equity Agreement Template

1. Property Information


2. Homeowner Information


3. Investor Information


4. Agreement Details

5. Equity Terms

6. Responsibilities

7. Profit-sharing Agreement

8. Confidentiality Terms

9. Termination Clauses

10. Signatures and Acceptance

11. Declaration and Signatures




PDF


WORD

Printable

Shared Equity Agreement Template

Printable | Editable Form




Shared Equity Agreement Template