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In this video, Spencer Burton introduces Ron Rohde, who will guide viewers through creating a waterfall template partnership agreement—a legal document frequently requested by the audience. This agreement facilitates understanding between a general partner and a limited partner regarding their investment terms. Ron emphasizes the need for this document to outline both parties' rights, responsibilities, and capital returns based on specific thresholds. He notes that various legal and modeling options are available for complex projects. Additionally, Ron is joined by Matthew Green, a seasoned real estate analyst and acquisitions expert, to enhance the discussion.
