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.

@Tiffany Da Silva Your proposed banking structure is effective for organization and profitability.

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

It feels more organized and easier to follow the thread

Stay Organized: Keep detailed records of all expenses, timelines, and communications.

If investors attempt to streamline their services, it can lead to a more organized approach to property management, lowers the risk of gaps in insurance coverage or missed tax benefits as well as simplifies communication and reduces confusion.

SPOA is an organization that I support. https://www.spoa.com/ Now I am very very careful when selecting tenants. 

We're worked with similar organizations or placement companies that help tenants in need from various situations (e.g., domestic violence).

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