Reporting

Capital REIT will be responsible for the financial reporting and investor relations for the ownership structures and individual properties. The company will provide audited annual, and unaudited quarterly, financial statements (including balance sheet, income statement, statement of cash flows and statement of shareholders’ equity) for the diversified funds and private REITs.

Audited annual statements shall be delivered within 90 days of the financial year end, and quarterly unaudited statements within 45 days of the end of the quarter in question. Each Investor will also be provided with the information necessary to complete any applicable U.S. tax return.

In addition, the company will provide one-page summaries of each portfolio investment as well as a description of recent acquisitions and dispositions activity. There will be updated property information for review available through our website.

New investment opportunities will be available for existing clients through client relations and for new investors through their registered representative or broker-dealer contact.


Capital REIT’s acquisition and management services encompass all the daily functions and responsibilities of being stewards of our clients’ capital and protecting their investments.