FORM DOCUMENTS

Acquisition Documents

  • LOI
    • Template Form
    • Clause Library
  • PSA
    • Template Forms:
      • Multifamily
        • Buyer Friendly (Long Form)
        • Buyer Friendly (Short Form)
        • Seller Friendly (Long Form)
      • Other
        • Land (Buyer Friendly)
        • Self-Storage (Buyer Friendly)
        • Industrial (Buyer Friendly, Short Form)
    • Clause Library
  • Amendments to PSA
  • Assignment Agreements
    • Assignment of PSA
      • Partial Assignment
      • Full Assignment
    • Assignment of Assets Agreement
    • Assignment of Membership Interests Agreement
  • Other Agreements
    • Escrow Agreement
  • Closing Documents
  • State-Specific Forms:
      • Virginia:
        • R-5 (with Tax Note and Exhibits)
        • R-5P
        • R-5E – TIC Conveyance (with Tax Note and Exhibits)
      • New Jersey
        • GIT/REP 3
        • GIT/REP 1
  • Escrow Instruction Letter (Automated Form)

Internal Documents

  • Deal Checklists
    • Sales
    • Acquisition
    • Refinance
    • M&A
  • Key Dates Form
    • Acquisition/Sale
    • Refinance
  • Signature Pages Cover Sheet
    • Acquisition/Sale
    • Refinance
  • Title Document Redlines
    • Owner’s Affidavit
      • Accepted Redlines 1 (Madison)
      • Accepted Redlines 2 (Madison)
      • Accepted Redlines 3 (Riverside)
    • Survey Affidavit
      • Accepted Redlines 1 (Madison)
      • Accepted Redlines 2 (Madison)
  • Administrative Documents

Operating Agreements

  • Owner Operating Agreement
  • Investor Agreement 
    • Template Form (with notes) (DE)
    • JV Insert
  • Side Letters
    • Template Form
    • Clause Library
  • Consents:
  • Certifications
    • Identity Affidavit
    • Officer’s Certificate
  • Other Agreements
    • Assignment, Admission and Amendment Agreement
    • Relinquishment Assignment and Assumption Agreement (1031 drop and swap)

Leases Agreements

  • Leases:
    • Template Forms:
      • Multi-Tenant (Triple Net)
      • Single Tenant (Triple Net)
      • Industrial Lease
      • Sub-Lease
    • Clause Library
  • Amendments to Leases
    • Template Form
    • Clause Library
  • Tenant Estoppel Certificate

Conflict / Dispute Documents

  • Title Objection Letter
    • Template Form
    • Clause Library
  • Response to Title Objection Letter
  • Demand for Return of Deposit
  • Notice of Default
    • Template Form
    • Clause Library

Opinion Letters

  • Template Forms:
    • State Law
    • Closing
    • Authority to File
    • Non-Consolidation
    • Fannie Redline
  • Clause Library

Loan Documents

  • Promissory Note
    • Template Form
      • Lender Friendly
      • Borrower Friendly
    • Clause Library
  • Personal Guaranty
    • Lender Friendly
    • Guarantor Friendly  

M&A Documents

  • LOI
  • Asset Purchase Agreement – Long Form (Pro Buyer)