721 UPREIT Pros: co-owner meeting checklist

1. Reconcile deed, ownership chart and tax classification.
2. List each owner goal, cash need and deadline.
3. Name the contributor, asset and proposed OP-unit holder.
4. Identify owner approvals, signers and lender conditions.
5. Request the actual receiving-partnership proposal.
6. Ask the CPA and attorney to review cash, debt and planned changes.
7. Record unresolved conditions before commitments.

For each row: document/date, professional responsible, missing fact and next step. No transaction, tax result, conversion or liquidity is guaranteed.