Sample Real Estate Investment Management Agreement Page 6
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7Exhibit B – Reporting Requirements
Standard – AIMR, REIS, etc.
Types of Reports
Quarterly reports, annual budgets and business plans, watch list
Due dates, frequency for each
Content of reports – include templates when possible
May include any or all of the following:
Status of operations, leasing, capital improvements, asset management issues
Financial statements (audited or unaudited), consolidated and/or individual assets
Variance analysis
Cash flow projections (short term and long term)
Valuation
Leverage schedule
Market update
Hold/Sell analysis
Rent roll
Lease expiration schedule
Performance calculations
Benchmark comparison
Investor Fiscal Year
Revision process, prior period adjustments
NCREIF Portfolio Management Committee
Page 6
February 19,2004
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