Phoenix American
Phoenix American provides complete fund accounting services for both onshore and offshore funds. Accounting solutions are for any corporate entity with any accounting needs from basic bookkeeping to specialized full-service tax and accounting at the fund, asset or corporate level. Phoenix appreciates the unique needs of every client with dedicated customer service and meticulous attention to detail.
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Contact Details:**
415-485-4500
Fund Administration
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It is possible to redevelop without the assistance of low-income housing tax credit or any federal funding. Sometimes restoration can be difficult when conforming to modern design standards and navigating zoning restrictions. A lot is dependent on how well the building was originally constructed and how it was built for the given location and climate.
The Founder Institute’s ongoing support of its VC Lab graduates includes structured post-programs, coaching and facilitated connections to advisors, experts, and investors. The partnership between Phoenix American, an innovator in the alternative investment industry, and the Founder Institute aims to equip new venture capital companies with the back-office infrastructure and knowledge base necessary to maximize their chances of success. “We are excited to welcome Phoenix American to the VC Lab f
An increase in globalization, e-commerce, and health considerations have shifted consumer behaviors. Shopping online offers a wider selection of goods and a convenient experience. Less overhead allows online retailers to offer products at reduced prices. Many malls that struggled to operate eventually became revitalized and turned into fulfillment centers by Amazon. Read more on https://bit.ly/3GFbbaO
Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with Pennsylvania-based life settlement company Lighthouse Life Capital. Phoenix American will fulfill the back-office operational needs of Lighthouse Life with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. Read more on https://bit.ly/3jX1QBv
Phoenix American Financial Services Inc. (Phoenix) announced today that the company has hired Tony Olivo as Vice President of Sales. Mr. Olivo will be responsible for implementing the company’s sales strategy, developing and maintaining an expanded client base for the fund accounting, investor services, back office outsourcing. Read more on https://bit.ly/2Y3b4Ez
Phoenix American Financial Services provides leading-edge fund administration, fund accounting and technology for the alternative assets industry. As an SEC-registered transfer agent, our full-stack outsourced back-office solutions enable private fund managers to concentrate on what they do best.
The Founder Institute’s ongoing support of its VC Lab graduates includes structured post-programs, coaching and facilitated connections to advisors, experts, and investors. The partnership between Phoenix American, an innovator in the alternative investment industry, and the Founder Institute aims to equip new venture capital companies with the back-office infrastructure and knowledge base necessary to maximize their chances of success.
This proposal has been met with plenty of criticism from those in the real estate investment community. Now more than ever, investors are depending on the steadiness of real estate holdings to hedge against an unstable economy. Many are stressing to finalize their exchange transactions before the end of the year in case the changes go into effect. Read more on https://bit.ly/3nQy4Qg
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Sandy Bay Partners (“Sandy Bay”). Phoenix will fulfill the back-office operational needs of Sandy Bay with its industry leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. Read more on https://bit.ly/3jZPb0A
Adaptive reuse refers to the identification, acquisition, and renovation of existing structures and reestablishing them as assets to their communities. There’s a direct correlation between the number of abandoned buildings and crime rates, and abandoned buildings have a negative effect on the value of nearby properties. Read more on https://bit.ly/3bIS3KJ
Phoenix American Financial Services, Inc. provides fund administration, back office outsourcing services and sales and marketing reporting services to companies in the alternative investment industry. The Company is an affiliate of Phoenix American Incorporated along with Phoenix American SalesFocus Solutions. The Phoenix American aircraft group, including its Irish subsidiary, PAFS Ireland Limited.
Fund administrators use ‘investor record-keeping’ or ‘transfer agent’ systems to manage the investor database for their clients. There is no standard record keeping system for the alternative investment industry. To manage the back-office tasks of fund sponsors, administrators have developed or adapted systems in various ways. Read more on https://bit.ly/3q3HjiI
Capital contributions to the fund are the first concern. How capital comes into the fund and how it is tracked will be important for distributions, capital calls and audit purposes. If there are multiple share classes, general partners and limited partners, multiple dividend rates or legacy investors assigned into the fund. Read more on https://bit.ly/31m8vyJ
Life science properties are a growing trend among those repositioning underutilized properties. These consist of buildings catered toward technology, medical, and life science usage, with a combination of office and lab space. Professionals in this field greatly need their facilities, since operating remotely isn’t an option for those whose work cannot be replicated outside of a lab setting, and the delivery of healthcare services remains largely onsite.
End tax deferrals on like-kind exchanges for those generating over $500,000 in capital gains (or $1 million for married taxpayers), Disallow exchanges for investors whose annual net income exceeds $400,000. Read more on https://bit.ly/3BUNRCv
In recent months, President Biden introduced the American Families Plan with the goal of “making education more affordable and expanding opportunity, providing economic security for families, and expanding tax credits that help workers and families.” Read more on https://bit.ly/3EWyxY4
Different fund types are different with regard to waterfalls. – Real estate investors expect big returns on their investments with a targeted internal rate of return (IRR). The investor essentially represents debt to the fund, a fixed cost. There will typically be a mid-stream waterfall with a cap on returns. – In traditional private equity, usually LPs and GPs share the proceeds throughout the life of the fund.
Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment fund so that fund management can concentrate on its core tasks of fundraising and the acquisition of portfolio assets. Read more on https://bit.ly/3qnkruN
My name is James Beard, and I am an undergraduate student attending Chapman University pursuing a degree in Business Administration with an emphasis in Real Estate. As an intern for Phoenix American Financial Services, I am conducting market research pertaining to alternative assets in real estate. Read more on https://bit.ly/3bTEc4q
Phoenix American Financial Services provides full-service fund administration, fund accounting, transfer agent and investor services as well as sales and marketing reporting to fund sponsors in the alternative investment industry. Read more on https://bit.ly/3C0mpmU
STAR-XMS (Syndication Tracking and Reporting with Expanded Marketing and Sales Capabilities) is our proprietary investor recordkeeping system for outsourced fund administration services. The system is also available under license to self-administered funds to reduce their costs and maximize back-office efficiency. Read more on https://bit.ly/3n596gy
The Founder Institute’s ongoing support of its VC Lab graduates includes structured post-programs, coaching and facilitated connections to advisors, experts, and investors. The partnership between Phoenix American, an innovator in the alternative investment industry, and the Founder Institute aims to equip new venture capital companies with the back-office infrastructure. Read more on https://bit.ly/3n7NSPu
“We selected to partner with Phoenix American for their customized suite of solutions,” said Dwight Dunton, Bonaventure Founder and CEO. “Their advanced technology and financial reporting capabilities complement our approach to investor relations.”
Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with New York-based real estate investment and development firm, Time Equities Inc. (“TEI”). Phoenix American will fulfill the back-office operational needs of TEI with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. Read more on https://bit.ly/3kvV85R
Phoenix American Financial Services provides leading-edge fund administration, accounting and technology for the alternative assets industry. As an SEC-registered transfer ...
