INVESTORS COMMUNICATION
Allegiance prides itself on how we communicate with each of our investors. As we receive pertinent information regarding a specific property, we quickly distribute it to each investor. 

Direct principal communication with every investor is essential in the success of our company. At an investor’s convenience, we are available by phone or email, and there is always an open invitation to visit our corporate offices.
The following materials are an example of what is provided to every investor from acquisition to disposition.
OFFERING MEMORANDUMS
• Executive Summary
• Market Information
• Regional, Local, & Street Maps
• Aerial Photographs
• Interior & Exterior Photographs 		• Building Floor Plans
• Building Details (structural, mechanical, electrical)
• Sales Comparables
• Lease Comparables
• Financial Proforma
• Rent Roll & Tenant Information 		• Historical Income & Expenses
• Revenue Analysis
• Use of Funds Schedule
• Purchase and Sale Agreement
• Third Party Reports
• Financing Proposal
CLOSING BINDERS
• Purchase and Sale Agreement
• Purchaser’s Closing Statement
• Management Agreement
• Deed 		• Title
• Survey
• Due Diligence Materials
• Operating Agreement
• Certificate of Registrations 		• Internal Revenue Service Forms
• Loan Agreement
• Promissory Note
• UCC Financing Statement
• Tenant Estoppel Certificates
QUARTERLY MANAGEMENT REPORTS
• Executive Summary (from Asset Mgr)
• Income & Expense Variations
• A/ R Variance Explanations
• Leasing Activity
• Vacancy Information 		• Lease Expiration Schedule
• Current Issues
• Upcoming Issues
• Operating Statement
• Balance Sheet 		• Rent Roll
• Stacking Plan
• General Ledger
• TI/Capital Improvement Updates
• Budget Comparisons
TAILOR FINANCIAL AND TAX REPORTS
Our corporate office uses Spectra, an accounting and property asset management software that allows us to provide investors with detailed financial reports. We can provide tailored reporting for trusts, funds, and individuals as necessary. Spectra also supplies our team with the necessary information to prepare quarterly management reports and any required tax information. Our seasoned professionals also prepare investors’ K1s at tax season. All documents can be provided in the most convenient format for our investors…hard copies, burned CD’s, PDF’s, or downloads from the website.