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Initial Tasks
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Task ID
Task Description
Complete?
Notes
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1.0Syndication Tasks
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1.1File Form D
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1.2Create PPM
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1.3Create Docusign version for investors
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1.4Get EIN for property entity
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1.5Get EIN for investor entity
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1.6Get EIN for GP entity
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1.7Create property entity
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1.8Create investor entity
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1.9Create GP entity
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1.1Create wire instructions
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2.0Investor Relations / Marketing Tasks
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2.1Create OM
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2.2Obtain onsite drone footage
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2.3Create video for unit walkthroughs
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2.4Obtain property pictures (interior & exterior)
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2.5Add offering to portal
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2.6Create promotional video
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2.7Schedule live webinar
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2.8Rod to mention on podcast intro
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2.9Email blast to potential investors
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3.0After PSA Executed
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3.1Create entity and receive formation docs
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3.2Certificate of existence - S.O.S.
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3.3Certificate of formation
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3.4
Certificates of Account Status/Tax Franchise Status - Comptroller
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3.5Articles of Organization (Form SS-4)
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3.6Set up On-Site Due Diligence
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3.7Order Third Party Reports
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3.8All environmental assessments
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3.9Ordered
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3.10Read
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3.11Recommendation
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3.12Zoning compliance report
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3.13Ordered
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3.14Read
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3.15Recommendation
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3.16Asbestos survey
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3.17ACM O&M Plan (If Needed)
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3.18Property condition assessments:
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3.19Ordered
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3.20Read
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3.21Recommendation
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3.22PSA Timeline
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3.23Initial Deposit
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3.24Due Diligence Period
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3.25Second Deposit
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3.26Title Review
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3.27Inspection Period Complete
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3.28Assumption Approval
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4.0KPI Tasks
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4.1Assignment of contract
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4.2UCC searches
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4.3Form 6460
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4.4Credit authorization form
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4.5KPI financials
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4.6KPI REOs
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4.7Full bank statements
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