Have a plan and execute the plan. 

Regardless of what an investment summary looks like, you have to be able to swallow your initial impressions (good or bad) and look at the numbers and business plan for what they really are.If you decide to invest because the investment summary looks pretty, you may be putting yourself at risk, if you haven’t done proper due diligence on the deal and the team.Project name (often the name of the apartment complex)Photos of the property and areaOverview of the submarketOverview of the dealDetails of the business planProjected returns and exit strategiesDetailed numbers and analysesTeam biosIn a 1 page summary, you get bits and pieces of each of these elements, though you would need the full investment summary to get all the details.If this executive summary landed in my inbox, here’s what I would do.

Marriage has a legal means of dissolving and splitting assets & liabilities, called divorce.Since you are not married, you have no legal means of dissolving your relationship other than an ugly court battle.Suggest you two have a Partnership Agreement drawn up and executed, to cover how any joint assets and liabilities will be split.BTW: sooooo many people don't think they have to worry about this.

A better way to answer his question may have been something like this "Once our contract is executed with the end buyer, their earnest money funds will be deposited with the title company and held in their escrow account."

This creates an awesome culture and solid partners to execute deals.

Likewise, I don't know how to execute the administrative paperwork. 

Without, you won't know what strategy helps you get there and ultimately what partner is needed to execute the strategy.

You can create an action plan and you will have the proper people in place to execute. 

In my humble opinion, multifamily & self storage remain stable investments, and don't tend to be correlated to the single family market, and its vulnerability to changes in interest rates, which is why investors flock to commercial real estate niches such as these.

I'm willing to be the bad guy here, but I want to make sure I have this clearly organized before I execute the plan.I have thought of asking them to transfer title to me, but then would the tax implications negate the benefits?