Home Equity Sharing Agreement Template

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


Sample

Home Equity Sharing Agreement Template

Printable | Editable Form




Home Equity Sharing Agreement Template (1)
Between:
[Name of the Homeowner]
[Homeowner’s ID]
[Homeowner’s Address]
[Homeowner’s Phone]
[Homeowner’s Email]
And:
[Name of the Investor]
[Investor’s ID]
[Investor’s Address]
Introduction:
This agreement is made to outline the terms of the home equity sharing arrangement commencing on [Contract Start Date] regarding the sharing of equity in the property at [Property Address].
Clause 1: Property Description
The property subject to this agreement is described as follows: [Provide property details including address and legal description].
Clause 2: Equity Contribution
The Investor agrees to provide an equity contribution of [Amount] which will entitle them to [Percentage]% ownership interest in the property’s appreciation.
Clause 3: Homeowner Obligations
The Homeowner agrees to maintain the property, pay taxes, and ensure that the property remains insured at adequate levels.
Clause 4: Investor Rights and Responsibilities
The Investor shall have the right to review property maintenance records and will be consulted on significant renovations or changes to the property.
Clause 5: Sale or Transfer of Interest
In the event of a sale, both parties agree to distribute the proceeds based on their respective ownership percentages as outlined in this agreement.
Clause 6: Termination
This agreement may be terminated under the following conditions: [Specify reasons for termination].
Clause 7: Governing Law
This agreement shall be governed by the laws of [Jurisdiction].
Signed in [City], [Date].
Sincerely,
[Signature of the Homeowner]
[Name of the Homeowner]
[Signature of the Investor]
[Name of the Investor]
Home Equity Sharing Agreement Template (2)
Between:
[Name of the Homeowner]
[Homeowner’s ID]
[Homeowner’s Address]
[Homeowner’s Phone]
[Homeowner’s Email]
And:
[Name of the Investor]
[Investor’s ID]
[Investor’s Address]
Introduction:
This Home Equity Sharing Agreement outlines the terms agreed upon by the Homeowner and Investor regarding their respective rights and obligations concerning the property at [Property Address], effective [Contract Start Date].
Clause 1: Overview of the Agreement
The parties agree to share the equity in the property where the Investor will contribute [Amount] to gain [Percentage]% of any current or future appreciation in value.
Clause 2: Homeowner’s Responsibilities
The Homeowner is responsible for all mortgage payments and property maintenance, including repairs, utilities, and insurance.
Clause 3: Investor’s Involvement
The Investor shall not interfere with the day-to-day decisions made by the Homeowner but may have a say in major improvements or alterations of the property.
Clause 4: Appraisal and Sale
Should the Homeowner decide to sell the property, an independent appraisal shall be obtained, and the proceeds shall be divided based on the percentage of ownership established herein.
Clause 5: Termination Procedures
The agreement may be terminated under the following conditions: [Specify termination procedures].
Clause 6: Dispute Resolution
Any disputes arising from this agreement shall be resolved through mediation prior to seeking any legal remedies.
Clause 7: Legal Jurisdiction
This agreement shall be governed by and construed in accordance with the laws of [Jurisdiction].
Signed in [City], [Date].
Sincerely,
[Signature of the Homeowner]
[Name of the Homeowner]
[Signature of the Investor]
[Name of the Investor]

Form

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

Home Equity Sharing Agreement Template

1. Property Information


2. Homeowner Information


3. Investor Information


4. Agreement Details

5. Equity Sharing Terms

6. Profit Sharing Arrangement

7. Maintenance and Upkeep Responsibilities

8. Dispute Resolution

9. Signatures and Acceptance

10. Declaration and Signatures




PDF


WORD

Printable

Home Equity Sharing Agreement Template

Printable | Editable Form




Home Equity Sharing Agreement Template