Investment Policy Agreement Sample Contracts

Objectives
Investment Policy Agreement • November 9th, 2023
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Investment Policy Agreement
Investment Policy Agreement • May 14th, 2015

It has been mutually agreed upon by the Client and the Adviser that the comparative benchmark for performance purposes for this account will be:

INVESTMENT POLICY AGREEMENT
Investment Policy Agreement • February 29th, 2016 • Cottonwood Multifamily Reit I, Inc. • Real estate investment trusts • Utah

This Investment Policy Agreement (the “Agreement”), effective as of , 20 , is entered into by and between Cottonwood Residential O.P., LP, a Delaware limited partnership (“CROP”) and Cottonwood Multifamily REIT I O.P., LP, a Delaware limited partnership (“CW Multifamily OP I”). CROP and CW Multifamily OP I are individually referred to as a “Party” and collectively referred to as the “Parties.”

INVESTMENT POLICY AGREEMENT
Investment Policy Agreement • July 1st, 2016 • Cottonwood Multifamily Reit Ii, Inc. • Real estate investment trusts • Utah

This Investment Policy Agreement (the “Agreement”), effective as of , 20 , is entered into by and between Cottonwood Residential O.P., LP, a Delaware limited partnership (“CROP”) and Cottonwood Multifamily REIT II O.P., LP, a Delaware limited partnership (“CW Multifamily OP II”). CROP and CW Multifamily OP II are individually referred to as a “Party” and collectively referred to as the “Parties.”

OBJECTIVES
Investment Policy Agreement • December 5th, 2017
FORM OF Investment policy AGREEMENT
Investment Policy Agreement • June 23rd, 2017 • Cottonwood Multifamily Development REIT I, Inc. • Real estate investment trusts • Utah

This Investment Policy Agreement (the “Agreement”), effective as of _________ ___, 20__, is entered into by and between Cottonwood Residential O.P., LP, a Delaware limited partnership (“CROP”) and Cottonwood Multifamily Development REIT I O.P., LP, a Delaware limited partnership (“CW Development OP I”). CROP and CW Development OP I are individually referred to as a “Party” and collectively referred to as the “Parties.”

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