In one of our companies, we have a board comprised of people with different expertise.

I believe as an organization you should take a look at how you are handling your investor relations and strive to do better.

It's very well-organized, and I love using it.

It's very simple, here is the header for one sheet:# Of RentalsAddressDate BoughtYear Roof was put onCost of PropertyValue of Property 2017Value of Property 2021TaxInsuranceMortgageMaint/HOAAC FiltersRent Per MonthThen I have another sheet to keep track of any expenses for the year:# Of RentalsAddressCityJanFebMarAprMayEverything is very organized on these two sheets for the CPA every January.

I would keep and organize all of your communication around this issue, including gathering pictures of the unit and the area in question that was repaired.

She runs an organization that helps homebuyers in a 7-county area around Peoria and she's an investor as well.

A master lease to the organization structured with an annual escalation clause and a term limit - like up to 5 years - was a recommended way to get a contract. 

Does anyone have any excel/spreadsheet templates they use for organization and having a place where you store that budgeting and timeline information?

Consequently, it’s up to these companies themselves, not demand from investors, to set the value of their shares.Non-traded REITs own about 10% of the $2.5 trillion in real estate assets held by REITs, not counting private ones whose shares are only available to accredited investors, according to the National Association of Real Estate Investment Trusts, a trade group.The SEC and the Financial Industry Regulatory Authority, a self-regulatory organization for brokerage firms and exchange markets, issued investor notices in the mid-2010s that warned of potential risks from non-traded REITs.They include a lack of clarity as to how shares are valued, difficulties in selling shares readily, high fees often paid to managers with possible conflicts of interest, and the potential that investor cash and loan proceeds can be used to pay dividends during unprofitable periods.More recently, high-profile investment firms such as Blackstone Group and Starwood Capital Group have started their own non-traded property trusts with offers to disclose more information, charge fewer fees, and allow shares to be cashed in more frequently.

Feel free to inquire about their staff qualifications if it's a larger organization.2.