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Appendix D DUE DILIGENCE QUESTIONNAIRE FOR A GLOBAL ACTIVE LISTED Rests MANDATE ONLY November 20231Internal Use Notable OF CONTENTS 1COMPANY INFORMATION .........................................................................................
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How to fill out reit tax due diligence

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How to fill out reit tax due diligence

01
Gather all relevant financial documents related to the REIT investment
02
Review the REIT's tax return and Schedule K-1 forms
03
Analyze the income and deductions reported on the tax documents
04
Verify the accuracy of the information provided and reconcile any discrepancies
05
Consult with a tax professional or accountant for guidance on completing the due diligence process

Who needs reit tax due diligence?

01
Investors looking to understand the tax implications of their REIT investments
02
Financial institutions or advisors involved in managing REIT portfolios
03
Real estate professionals involved in transactions related to REITs
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Reit tax due diligence is the process of examining and verifying the tax status and compliance of a Real Estate Investment Trust (REIT).
REITs and their designated representatives are required to file reit tax due diligence to ensure compliance with tax laws and regulations.
To fill out reit tax due diligence, the designated representative of the REIT must provide accurate information about the REIT's tax status, financial activities, and compliance with tax laws.
The purpose of reit tax due diligence is to ensure that REITs are compliant with tax laws, regulations, and reporting requirements, and to identify any potential tax liabilities or issues that need to be addressed.
Information such as income, expenses, deductions, credits, and other relevant tax data must be reported on reit tax due diligence.
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