HIRE A 721 UPREIT ADVISOR: COMPARISON WORKSHEET
721 UPREIT Pros | September 30, 2026

Use a separate copy for each candidate. Record source and date, not just yes/no.
Property type/state: __________________
Sale stage and deadlines: __________________
Personal cash needs and reserves: __________________
Candidate legal name / firm / registration identifier: __________________
Capacity for this recommendation: __________________
Record checked / date / disclosures to discuss: __________________
Form CRS / advisory brochure / engagement version: __________________

SIX COMPARISON AREAS
1. Identity and role: evidence / status / open question __________________
2. Feasible pathways and excluded alternatives: __________________
3. Exact programs, classes, available menu and limits: __________________
4. Compensation: recipient / payer / rate / dollar base / amount / timing __________________
5. Liquidity: restrictions versus personal cash calendar __________________
6. Continuing service: responsible contact / scope / timing / fee __________________

COST RECONCILIATION
One-time advisor or distribution cost: __________________
Annual advisory or service cost and changing base: __________________
Product-level expenses and other charges: __________________
Compensation already included in another line: __________________
Different compensation on alternative programs: __________________
Total comparable scope and period: __________________
Do not infer zero compensation from no separate invoice.

PROFESSIONAL HANDOFF
Investment professional: __________________
CPA / tax attorney and unresolved tax questions: __________________
Transaction attorney and agreement questions: __________________
QI, if using a 1031 exchange: __________________
Sponsor / operating partnership contact: __________________
Secure document channel: __________________

DECISION LOG
Verified evidence: __________________
Unclear or missing essential item: __________________
Follow-up owner / due date: __________________
Written deliverables received: __________________
Next step / reason / date: __________________

Educational preparation tool. No advisor score or investment recommendation.
Registration, fees and risks require review using current records and actual terms.