- Preparation and distribution of annual and semi-annual reports on operations
- Preparation and issuance of personalized income tax information
- Advising investors regarding estimated tax deductions
- Responding to investor inquiries and correspondence
- Calculation and issuance of cash distributions
- Organization and/or participation in investor meetings and the recording and distribution of minutes of the meetings
- Liaising with Canada Revenue Agency (CRA) to provide information on behalf of investors
- Preparation of Bare Trustee and/or General Partner annual corporate tax returns
- Full range of divestiture services, including the outright sale of units, the implementation and administration of condominium conversion programs and the resyndication of properties to new investor groups.