Case Investments Group investors in equity or preferred equity opportunities will generally receive periodic updates from the sponsor as to the progress of the business plan and new developments for the subject property. These updates generally occur on a quarterly basis, although with certain investments they may occur as frequently as monthly. Notifications of these updates are generally sent by email, and are also posted directly to the online “dashboard” of those investors who participated in the opportunity.
Debt investments do not generally involve any periodic updates.
Investors will also receive tax documents for each calendar year in which there was a distribution or other taxable income from a real estate investment made through Case Investments Group. We try our best to get you all required tax documents for your investments prior to April 15th, and generally include contractual provisions with sponsoring real estate companies to help us get your tax information to you well in advance of that date. Occasionally, however, a sponsor may itself be late in developing the related entity tax returns, and as a result there can be no assurance that investors will not need to file an extension request with the IRS.