Shared Equity Agreement Template – US

Important Information

The following content serves as a general illustration related to arrangements where ownership interests are shared in residential or commercial property investments. It is provided solely for informational purposes and does not constitute legal advice. Users should consult qualified legal professionals with expertise in real estate and contractual law to ensure compliance with applicable laws and regulations in their jurisdiction. Responsibility for the use of this example rests solely with the user, and no liability is accepted for errors, omissions, or consequences resulting from its application without professional review.

Please note: This is a sample Shared Equity Agreement template for illustrative purposes only. Actual terms may differ based on specific arrangements and applicable laws.

Shared Equity Agreement Sample

Parties Involved:

Investor: John Doe Investments
Address: 123 Main Street, New York, NY 10001

Homeowner: Jane Smith
Address: 456 Elm Street, New York, NY 10002

Property Description:

The property subject to this agreement is located at 789 Maple Avenue, New York, NY 10003, or other property as mutually designated.

Equity Share Terms:

The investor shall hold an ownership right equivalent to 30% of the property’s value, with the remaining 70% retained by the homeowner. Equity shares shall be calculated based on appraised property value at agreement signing, and adjustments shall be made upon sale or refinancing.

Investor Responsibilities:

The investor agrees to contribute toward property improvements, maintenance, and market enhancements as per mutually agreed plans, and to cooperate in efforts to increase property value.

Homeowner Responsibilities:

The homeowner commits to maintaining the property and implementing agreed-upon improvements aimed at increasing property value.

Governing Law:

This agreement shall be governed by the laws of the State of New York. Disputes shall be resolved under the jurisdiction of the New York courts.

Additional Provisions:

• Both parties agree to share profits in proportion to their equity shares upon sale or refinance.
• All modifications to this agreement must be made in writing and signed by both parties.
• Each party shall bear their own costs related to property taxes, insurance, and maintenance unless otherwise agreed.

New York, ______________________