January 26, 2023

Real Estate Investment Consulting Agreement

Real Estate Investment Consulting Agreement

For a variety of reasons, real estate is an excellent investment. You can enjoy high rates of return, incredible tax benefits, and leverage real estate to enhance your wealth. Here is the sample real estate investment agreement that you can have a look at.


[Company Name]


[Company Name]


This consulting agreement [“Agreement”] is entered into this [“Date”] by and between [“Owner Name”] of [“Company Name”]. [“Consultant”] located at [“Address”] and [“Contact Person”] of [“Client”], located at [“Address”].

In consideration of the manual promises and covenants in this agreement, of which the receipt and sufficiency are hereby acknowledged, the parties agree to the terms as follows:


Consultant agrees to prove the following services [“Services”], and to perform such services in a timely, efficient, and professional manner:

  • Establishing an overall mission and objectives, including their constraints, ideal to the investment program of the client;
  • Setting up an appropriate risk management plan, as well as the appropriate risk budget, in accordance with the objectives and constraints; and
  • Providing fiduciary management solutions designed to optimize the client’s financial outcomes and meet the specifications of running an investment portfolio.

Terms and Conditions

  • Term

This agreement shall be effective from [“Date”] to [“Date”]. This agreement may be terminated earlier upon completion of the services by the consultant or through the termination section provided herein.

  • Compensation

The client shall pay the consultant a monthly consulting fee amounting to [“$ dollars”]. Payment shall be made every 15th day of the month via bank wire transfer to account number ending in [“Last 4 digit”]

  • Independent Relationship

This agreement is not intended to create a partnership or joint venture between client and consultant, and the rights and obligations of the parties shall only be limited to those expressly set forth herein.

  • Tools, Labor and Supplies

The consultant agrees to furnish all tools, labor and supplies, in quantities required to perform the services.

  • Termination

This agreement may be terminated by either party at any time by providing written notice of not less than thirty (30) days to the non-terminating party.

  • Interpretation

The interpretation of this agreement shall be determined in accordance with [“Address”] law. All actions arising directly or indirectly as a result of this agreement shall be litigated only in courts of competent jurisdiction located in [“Address”].

  • Entire Agreement

This agreement represents the final agreement among the parties, and may not be contradicted by evidence of prior oral agreements among the parties.


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