It may be that you can go with a bank statement type program? 

I read this statement in the M&M report for 2019 as I'm doing research to zero in on markets to invest in for multifamily: "Lenders have been reluctant to lend on future revenue growth through value-add efforts, resulting in increased use of short-term mezzanine debt and bridge loans to cover the span until improvements deliver the planned returns."

What happens in these misunderstandings is that something goes wrong either in the sale or after, and then they sue you for some statement you made that they “misunderstood”.

Usually lenders will look for the prior two statements, so if you transfer the money in that timeframe, they are going to ask you to explain what that deposit was from.

We have a Personal Financial statement available as well as last two year’s tax returns.

Basically a set it and forget it process where you read the monthly/quarterly statements and enjoy in the passive proceeds.

https://ira123.com/ira-llc-setup-process/This is the type of statement I would need an attorney/CPA to help clarify.  

Insurance, prop tax, mortgage, elec/gas/water if no individual metres, maintenance etc etc I always ask for statements so I can get a rough idea what I will profit.

Did he provide the statement within the correct time frame?

@Tim SwierczekI thought your statement, "most investors are poor managers of equity" was interesting.