721 UPREIT Pros: Pending Redemption Request Tracker
Prepared September 14, 2026. General education, not individual advice.

INTEREST AND ELIGIBILITY
Partnership / unit class / account title:
Units owned / units requested / minimum:
Issuance or contribution date:
Holding-period end date and calculation:
Number of requests allowed / used / remaining:
Applicable agreement / amendment / side letter and dates:
Eligibility provision and page:

REQUEST RECEIPT
Notice form and revision date:
Delivery method / recipient:
Sent date and timestamp:
Received date and timestamp:
Confirmation number / acknowledgment:
Required signatures, tax forms and ownership representations complete?
Missing item / responsible person / deadline:

RESPONSE
Contractual response formula:
Calculated response date:
Written response received date:
Status: accepted / partial / deferred / rejected / pending
Units accepted / units remaining:
Does the remainder carry forward or require a new notice?
Does this count against a frequency limit?
Provision cited by administrator:

SETTLEMENT FORM
Who chooses the form?
Cash / REIT shares / combination / unresolved:
Share class, listing status, restrictions and custody destination:
Can the investor withdraw the request? Deadline and method:

PRICING AND PAYMENT
Specified redemption date and defined-term formula:
Valuation date / price or NAV formula:
Units accepted / gross amount:
Fees / withholding / adjustments:
Estimated net amount:
Can settlement be delayed? Provision and maximum:
Actual settlement date:
Actual cash received / shares received:
Final statement and bank or custody receipt reconciled?

PROFESSIONAL REVIEW AND PLAN B
CPA question: basis, liabilities, distribution, exchange or sale treatment:
Attorney question: rights, discretion, restriction or amendment:
Advisor question: cash need, alternative liquidity and concentration:
Separate cash source if timing or form changes:
Next follow-up / responsible person / date:

A received request is not an approved cash payment. Verify sensitive document
and wire channels independently. Actual agreements and circumstances control.

Context: https://721upreitpros.com/articles/upreit-redemption-request-checklist
Risk guide: https://721upreitpros.com/risks
Advisor: https://721upreitpros.com/contact
Related education: https://dst1031experts.com/721-upreit-ultimate-guide/
Original worksheet. Optional source attribution is appreciated, not required.