What documents should I ask for to educate myself on operations of my property?
I've been a passive investor for a while with the goal of becoming an active one. I purchased an 85% stake in a multifamily building early pandemic days from my partner who retained a 15% stake and continues to run it. I gave him more favorable terms with the understanding that he would sort of give me an education on how to run workforce multi and that at year 3 I would have the option to take over operations of the property. The unique arrangement made it a killer deal for me.

I've run into a snag in that he seems reticent to follow through on the education piece. I'm invested in another property with him and continue to bring investors his way but he actually didn't even respond to the last couple of lightly worded emails. He's a busy guy but I need to find some way around this without souring relations. I think he may be more responsive if I ask him specifically for X,Y,Z. Then I would follow up later with specific questions. However... I don't know what X,Y,Z to ask for. At the moment all I can think of is just asking for a document dump. 

Can anyone suggest what specifically I should ask to see? I'd like to go deeper than due diligence documents since I've seen plenty of those anyway.
[{"id": "gm4eotq", "text": "- audited financials from the year before\n- income statement for the current year\n- trailing 12 months of income/operations (might be in the audit)\n- rent roll\n- if there is a lot of loss to vacancy/non payment get an accounts receivable so you can see how much each tenant owes\n\nIs it third party managed? You own the damn thing, if this guy doesn't get back to you just go to the property manager. They can give you all of that but maybe not the audit.", "replies": [{"id": "gm5qzsh", "text": "These are all great^ Would add property budget with projections as well as any market data that supports them.", "replies": [{"id": "gm5rf20", "text": "Oh good point. Budget is important! Forgot that one \ud83e\udd23\ud83e\udd23\n\nMarket data is good too. You can compare that against projected rental increase, etc.\n\nMost property management software will print an income statement with a budget variance but def a good thing to ask for just in case.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "gm4jk1w", "text": "It is hard to give you a response without knowing what you are looking to discover. Start by making notes of what you want to know. For example, 1) Tenants and leases signed ( this will give you amount of rent and sec deposit collected)\n2) How payments are made\n3) what are recurring payments( gas, water, insurance, etc)\n4) maintenance and repair contacts(plumbers, electricians etc\n\nYou get the point. Once you note what you want to know, ask him in layman terms so there is no confusion", "replies": [], "depth": 1}, {"id": "gm4ol56", "text": "Copies of leases (audit randomly. Don\u2019t need to read each)\nProperty Management Agreement \nCapex history\nBudget P/L\nDebt documents (if any)", "replies": [], "depth": 1}, {"id": "gm4x6cd", "text": "Just ask him to share access to the Box or Dropbox account so you can have free rein to dig through all the details.", "replies": [], "depth": 1}, {"id": "gm519fq", "text": "Ask for a login to the pm software and accounting if they use a different package for that.  The day to day operation info is all there from maint requests, to rent rolls.\n\nI'm assuming you already have historic financials etc .  id focus on what info is current and what id happening right now.  Is leasing good?  Can rents be raised?  What issues are common or what capex is planned?  How is it being bid and planned for?  \n\nThese are the things you want to know in real time if you are going to take over operations (or just as an owner you should be reviewing this type of info occassionally)", "replies": [], "depth": 1}, {"id": "gm5llma", "text": "prelim title", "replies": [], "depth": 1}, {"id": "gm6798o", "text": "Don;t forget to review all documentation on condition of the major systems of the property (roofs, HVAC, asphalt, etc), then confirm there is a capital reserve to cover the properties future needs.    We all tend to dive deep into the due diligence on the revenue side, but a major capital expense can hurt just as much as a revenue hit!", "replies": [], "depth": 1}]