Task Center
Manage and track all tasks across offerings and team members
8
Total Tasks
4
High Priority
4
Not Started
2
In Progress
2
Waiting
0
Complete
| Task | Offering | Assigned To | Priority | Due Date | Category | Status | ||
|---|---|---|---|---|---|---|---|---|
Follow up with Taylor Family Office High-value prospect reviewed offering twice, schedule call to discuss commitment | Richmond Multifamily | SM Sarah Miller Investor Relations | high | Friday | Investor Follow-Up | In Progress | 3 | |
Upload updated capex budget Revise Q2 capital expenditure projections based on contractor bids | Richmond Multifamily | JC James Chen Analyst | medium | Monday | Financial | Not Started | 1 | |
Review subscription docs - Pinnacle Investments Review and approve subscription agreement for $500,000 commitment | Richmond Multifamily | MT Michael Torres Legal | high | Tomorrow | Legal | In Progress | 5 | |
Draft quarterly report - Q1 2026 Prepare investor update with financial performance and property updates | Richmond Multifamily | EJ Emily Johnson Analyst | high | Next Friday | Reporting | Not Started | ||
Schedule property inspection Coordinate with property manager for Q2 physical inspection | Richmond Multifamily | DP David Park Operations | low | Next Month | Property | Waiting | 2 | |
Prepare K-1 estimates Generate preliminary K-1 data for tax year planning | Richmond Multifamily | LW Lisa Wang Tax | medium | Dec 15 | Tax | Not Started | ||
Update accreditation for Chen Holdings Request updated accreditation documentation (expires in 30 days) | All Offerings | SM Sarah Miller Investor Relations | medium | 2 weeks | Compliance | Not Started | 1 | |
Process distribution payments Calculate and schedule Q4 distribution payments to investors | Richmond Multifamily | DP David Park Operations | high | Dec 20 | Operations | Waiting | 4 |