Syndication - quarterly statement for investors

[Apurva Shah]

Hello, I recently bought a 24-unit property with 2 other investors (family) for first investor driven purchase.  I promised to provide a quarterly statement on how property is doing.  I wanted to reach out to BP members and see if you would be willing to share a good template or format that's worked well for others that I can use?  Thank you.

Apurva 

[Nick B.]

I get monthly reports consisting of the following:

• Executive summary/property manager's narrative
• T-12 P&L statement
• Last month P&L statement with actual and budgeted numbers
• Cash flow statement
• Balance sheet
• Rent roll
• Delinquency report
• General ledger
• Make ready & Maintenance stats
• Actual bank statements