C04 · Capital & transactions

Joint venture and joint development agreement advisory

Joint ventures are agreed when both parties are optimistic and tested when one of them is not. Almost every dispute we are asked to look at traces back to a provision that was left vague because raising it felt unnecessary at signing.

Structures
JDA, area share, revenue share, SPV JV
Focus
Governance, default, deadlock, exit
Advises
Landowners or developers, one side
Works with
The party's own counsel

Joint Venture & JDA Advisory, in brief

Joint venture and JDA advisory covers the structuring and negotiation of a partnership between a landowner and a developer, or between co-investing developers: choosing the partner, deciding between revenue share and area share, setting governance and control rights, and drafting the default, delay and deadlock provisions that determine what happens when the project underperforms.

Area share and revenue share are not interchangeable

Landowners are frequently offered a choice between a share of constructed area and a share of revenue, and the two allocate risk very differently.

An area share gives the owner physical units — they carry sales risk and market timing risk, but they also capture upside if prices rise, and they are not dependent on the developer's pricing decisions or accounting. A revenue share gives the owner cash as the project sells, which is simpler, but makes them dependent on the developer's pricing, discounting and reporting discipline for years.

Which is better depends on whether the owner has the capacity and appetite to sell units themselves, and on how much they trust the developer's price discipline.

StructureOwner's exposureThe provision that matters most
Area shareSales and market-timing risk on their own unitsWhich specific units, on which floors, with what specification
Revenue shareDependent on developer's pricing and discountingDefinition of revenue, discount authority, audit rights
Fixed consideration + sharePartly de-risked, capped upsidePayment security and the trigger for each tranche
SPV joint ventureFull development exposure, plus governanceReserved matters, capital-call and deadlock mechanics
Development managementOwner retains risk, buys executionFee structure, performance standards, termination rights

The provisions that decide the outcome

In a smooth project, the share ratio is the only term anyone remembers. In a difficult one, a handful of other provisions determine who bears the cost of the difficulty.

  • What constitutes revenue, and whether discounts reduce the owner's share
  • Audit and information rights, and how frequently they can be exercised
  • Milestone covenants with consequences, not just dates
  • What happens on developer default, insolvency or change of control
  • Deadlock resolution that does not require litigation
  • Transfer restrictions: who the owner might find themselves partnered with
  • Security over the developer's share, and whether it is perfected

Partner selection is the first and largest decision

No set of provisions rescues a partnership with the wrong counterparty. A developer without the balance sheet to complete, or with a pattern of extended delays and disputed settlements, will produce a bad outcome under any agreement — the provisions merely determine how long and expensive the recovery is.

We do capability diligence before structure: completed projects, delivery timelines actually achieved, current commitments against current capacity, litigation history and how past partnerships ended. That last item is the most informative and the least often checked.

Scope

What the engagement covers.

  • 01Structure selection: JDA, area share, revenue share, SPV
  • 02Partner identification and capability due diligence
  • 03Share ratio modelling and negotiation
  • 04Governance and control rights design
  • 05Approval, milestone and timeline covenants
  • 06Default, delay and deadlock provisions
  • 07Security and guarantee structuring
  • 08Exit and transfer rights
  • 09Commercial review of documentation
  • 10Ongoing monitoring against the agreement

Deliverables

What you receive.

Structure comparison

Area share, revenue share, hybrid and SPV modelled against the owner's liquidity, risk appetite and capability to sell.

Partner due diligence

Balance sheet, delivery record against committed timelines, current capacity, litigation position and how prior partnerships ended.

Share ratio model

Ratio analysis against residual land value and comparable transactions, with the negotiation range and floor stated.

Term sheet and commercial review

Governance, covenants, default, deadlock, security and exit provisions reviewed commercially alongside the party's counsel.

Monitoring framework

What to track against the agreement, at what frequency, with the triggers for exercising rights identified in advance.

Method

How we run it.

Four stages, each with a defined output. Nothing proceeds on momentum.

  1. 01

    Choose the structure

    Area, revenue, hybrid or SPV, decided against the owner's actual capability and risk appetite.

  2. 02

    Diligence the partner

    Capacity, delivery record and how their previous partnerships ended — before terms are discussed.

  3. 03

    Negotiate the protections

    Governance, covenants, default, deadlock, security and exit — the provisions that matter when the project is late.

  4. 04

    Monitor the agreement

    Track performance against covenants and exercise rights on the triggers agreed in advance.

Outcomes

What changes.

  • A structure chosen against real capability, not the more flattering offer
  • Partner diligence that includes how prior partnerships ended
  • Revenue defined so discounting does not silently shift cost
  • Deadlock resolvable without litigation
  • Security over the developer's share, perfected

Questions

Joint Venture & JDA Advisory: frequently asked.

Is area share or revenue share better for a landowner?

Area share suits an owner willing and able to carry sales risk on their own units, and it captures upside if prices rise. Revenue share is simpler but makes the owner dependent on the developer's pricing, discounting and reporting for years. The choice should follow the owner's capability and their confidence in the developer's price discipline.

What share should a landowner expect in a JDA?

There is no standard ratio. It is a function of land value relative to total development cost, the entitlement position, who funds approvals and construction, and the catchment's realisation. Any ratio quoted before a residual analysis is a negotiating position rather than a benchmark.

Do you draft the agreement?

No. Drafting is for the party's solicitor. We advise on structure and commercial terms, negotiate them, and review the draft commercially — specifically looking at the provisions that govern delay, default and deadlock, which are where commercial and legal review most need to meet.

Joint Venture & JDA Advisory

Bring us the decision, not the deadline.

The earlier we are involved, the more value there is to protect. Tell us where the project stands and we will tell you what we think.