Member Survey Report: Financial Reporting Best Practices
A NAREIM member researching best practices in financial reporting to investors in non-public entities wanted to get a sense of how¬†other members approach their reporting. ¬†Click here for a report from that survey conducted in August of 2016.
What is the standard level of advertising spend for investment managers? ¬†That is a difficult question to answer, but the following survey results should give you some idea of what members are spending to get the word out.
Member Initiated Survey Report: Personal Investing Policy
A NAREIM Member is developing a formal policy for outside investments made by individuals working for the firm - and wanted to get an idea of how others might be approaching this important topic. The response may be the beginning of a "best practice"
A NAREIM member recently reached out to me to see if other members might be willing to answer a few questions about any restrictions they might have on investing relative to building age and construction materials.