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646 Terms
89 Beginner

Legal & Regulatory Terms & Definitions

Contracts, regulations, compliance, entity structures, zoning, permits, and landlord-tenant law.

What You'll Learn

  • Essential legal & regulatory terminology
  • Practical applications and examples
  • Professional investment language
  • Common usage in real estate

Quick Overview

89
Beginner
117
Advanced

Structured Learning Path

Master legal & regulatory with our progressive approach

Advanced

Advanced Applications

Complex strategies and professional concepts (117 terms)

Equity-for-Property Swap
67672

An Equity-for-Property Swap is an advanced real estate investment strategy where an investor exchanges equity in one or more properties or entities for direct ownership of another property, often to achieve tax deferral, portfolio restructuring, or strategic asset acquisition.

Capitalization of Asset Retirement Obligations
56067

The accounting process of recognizing the estimated cost of an Asset Retirement Obligation (ARO) as a liability and capitalizing a corresponding asset, which is then depreciated over its useful life, reflecting the future costs associated with retiring a long-lived asset.

Subordination Agreement
50259

A legally binding contract that alters the priority of liens on a property, allowing a senior lienholder to voluntarily place their claim in a junior position to another, typically to facilitate new financing or complex transactions.

Unrelated Business Income Tax
43669

Unrelated Business Income Tax (UBIT) is a tax levied on the net income of a tax-exempt organization, including certain real estate investment vehicles, derived from a trade or business regularly carried on and not substantially related to its exempt purpose.

Inverse Condemnation
41133

Inverse condemnation is a legal action initiated by a private property owner against a government entity to recover "just compensation" for a taking of their property, where the government has not formally exercised its power of eminent domain but has effectively deprived the owner of beneficial use or value.

All Legal & Regulatory Terms (646)

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Page 32

Open Listing

Intermediate

An open listing is a non-exclusive real estate agreement where a seller can work with multiple real estate agents simultaneously, or sell the property themselves, with commission only paid to the agent who procures the buyer.

4-5 min13000 views

Operating Agreement

Intermediate

A legal document outlining the ownership, management, and operational procedures of a Limited Liability Company (LLC), crucial for defining member rights and protecting personal assets in real estate investments.

12-13 min12138 views

Operating Company

Advanced

An Operating Company (OpCo) is a legal entity established by real estate investors to conduct the active, day-to-day management, leasing, and maintenance of properties, distinct from entities that merely hold asset ownership.

5 min4892 views

Opportunity Zone Investing

Advanced

Opportunity Zone Investing is a tax-advantaged strategy allowing investors to defer, reduce, and potentially eliminate capital gains taxes by reinvesting eligible gains into Qualified Opportunity Funds (QOFs) that develop or operate businesses in designated low-income communities.

13 min17385 views

Opportunity Zones

Intermediate

Opportunity Zones are a federal program offering tax incentives for investors who reinvest capital gains into designated economically distressed communities through Qualified Opportunity Funds (QOFs), aiming to spur economic development and job creation.

14-15 min9828 views

Option Contract

Intermediate

An option contract in real estate grants a buyer the exclusive right, but not the obligation, to purchase a property at a predetermined price within a specific period, in exchange for a non-refundable fee.

13-14 min19026 views

Option Expiration Date

Intermediate

The Option Expiration Date is the final day on which a real estate option holder can exercise their right to purchase or lease a property under the agreed-upon terms.

2-3 min18030 views

Option Premium

Intermediate

The non-refundable fee paid by a potential buyer to a seller for the exclusive right to purchase a property at a predetermined price within a specified timeframe.

2-3 min7762 views

Option to Purchase Land

Intermediate

An Option to Purchase Land is a contractual agreement giving a buyer the exclusive right, but not the obligation, to buy a specific property at a predetermined price within a set period, in exchange for a non-refundable fee.

4-5 min13005 views

Other Comprehensive Income Recycling

Advanced

Other Comprehensive Income (OCI) recycling is an accounting mechanism where certain unrealized gains or losses initially recognized in OCI are subsequently reclassified into net income when specific conditions are met, primarily when the related asset or liability is realized or affects net income.

5 min18079 views

Out-of-State Lending

Intermediate

Out-of-state lending refers to securing financing for a real estate investment property located in a different state than the borrower's primary residence or the lender's main operational base. It enables investors to expand their portfolios beyond local markets.

5 min5349 views

Partial Release

Advanced

A partial release is a clause in a mortgage or deed of trust that allows a borrower to obtain a release of a portion of the collateral from the lien, typically upon payment of a specified amount.

5-6 min10356 views
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