Hey Marcus, It’s common for Qualified Intermediary (QI) agreements to have provisions that protect the QI, but some of the terms you’ve outlined do raise concerns.

It’s fair for the capital partner to handle these financial contributions since they aren’t bringing management or hands-on skills.Whatever structure you choose, make sure all contributions and profit-sharing are clearly outlined in a legal agreement to avoid any potential misunderstandings down the road.

You can do things like request updated tenant information, new signed leases that kick in at close of escrow, rekey or get key copies, estoppel agreements (outlining the deposits held by the selling owner),  etc.  

In the case of having several partners in the property, it also would outline an operating agreement and arrangement between the partners of who owns how much of the property. 

We do invite you to review your reservation confirmation email sent on 8/27/2024 that does outline all processes and procedures as well as what consumables are included. 

Agents who effectively outline their value prop will get more agreements signed and for a higher commission.

We agree on the direction and how to go about it but we would like it written in a professional outline that has been done before.

Is there a tenant/landlord disclosure form that outlines what that would look like?

These documents should outline the terms of the investment, including timelines for refinancing, distributions, and the rights of investors if things don’t go as planned.

I prefer to stay within the guidelines of communication practices outlined by each.