adamscarollosangeles
The costs and complications of maintaining an in-house staff for fund operations only magnify as your fund succeeds and grows. Sick time, vacations, employee benefits, training, etc.
The costs and complications of maintaining an in-house staff for fund operations only magnify as your fund succeeds and grows. Sick time, vacations, employee benefits, training, etc. are an unnecessary headache and considerable expense to a successful and expanding office. Read more on https://bit.ly/3eUtYkb
Heading into 2020, commercial real estate asset values were at new heights, driven during the long economic expansion by persistently low interest rates, an influx of capital and strong fundamental performance. Equity capital gravitates to a product that provides dividends well in excess of sovereign and corporate bonds, tax efficiency and good prospects for appreciation. Commercial mortgage debt also rose to an all-time high $3.7 trillion, with stellar performance on loans originated after 2009.
Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial real estate across the United States. CRE & COVID-19 Winners, Losers & the Road Ahead, A Trends Outlook Report analyzes the effects on commercial real estate of the first three months of the pandemic crisis and the outlook for the rest of 2020 and beyond. Read more on https://bit.ly/3dYoAvk
The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services, sales reporting, investor phone support, web portal solutio
Phoenix American Financial Services, Inc. (“Phoenix American”) is pleased to announce its new client partnership with AD Securities America LLC (“AD Securities”). Phoenix American will support the back office operational needs of AD Securities’ asset management business with its industry leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. AD Securities will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of alternative investment funds.
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 ...
Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial real estate across the United States. CRE & COVID-19 Winners, Losers & the Road Ahead, A Trends Outlook Report analyzes the effects on commercial real estate of the first three months of the pandemic crisis and the outlook for the rest of 2020 and beyond.
AD Securities is a diversified financial services firm making strategic investments in businesses with the aim of restructuring, recapitalizing and/or amalgamating to add value. AD maintains a global network of professional contacts and private investors through its corporate advisory services business. Read more on https://plbz.it/3iHcOc3
As the administrator for a wide variety of commercial real estate funds, Phoenix American has a unique perspective on the unfolding impact of recent events on this asset class. From our fund administration role as well as from consultations with sponsors, investors and partners in the industry, we have seen the shock of the economic shut-downs absorbed and addressed by real estate fund sponsors of every size, with portfolio assetsof every property type, in regions throughout the country. From what had been a strong beginning to the year, we witnessed unprecedented challenges for fund sponsors emerge in the wake of the COVID-19 pandemic crisis. From this one cause, we see a variety of effects emerging for commercial real estate funds going forward.
doesn't have to be. With a stricter regulatory environment in place than in years past, federal, state, local and foreign tax filings as well as sales use tax, property tax, income tax, 1065 e-filing, 1099s and K-1s must be prepared with precision,.
Wufoo is a web form builder that helps anyone create beautiful forms, surveys and invitations without writing a single line of code.
The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services, sales reporting, investor phone support, web portal solutions, printing, fulfil
The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services, sales reporting, investor phone support, web portal solutions, printing, fulfillment and compliance support, are many and varied. But here are 10 ways that third-party back office outsourcing simply benefits the bottom line:
For alternative investment funds, tax season can be an onerous and distracting chore. But it doesn't have to be. With a stricter regulatory environment in place than in years past, federal, state, local and foreign tax filings, as well as sales, use tax, property tax, income tax, 1065 e-filing, 1099s and K-1s must be prepared with precision. Read more on https://bit.ly/38Iusrq
Some providers have a lot more of the right kind of experience than others. Some firms are primarily transferring agents for exchange-traded funds who imagine that administering non-traded funds is relatively similar. It is not. There is a great deal of hands-on, manual work with investor data in alternative fund operations and any third parties and regulators to satisfy. Read more on https://bit.ly/2ZS0BZA
Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial real estate across the United States. CRE & COVID-19 Winners, Losers & the Road Ah
As the administrator for a wide variety of commercial real estate funds, Phoenix American has a unique perspective on the unfolding impact of recent events on this asset class. From our fund administration role as well as from consultations with sponsors, investors and partners in the industry, we have seen the shock of the economic shut-downs absorbed and addressed by real estate fund sponsors of every size, with portfolio assets of every property type, in regions throughout the country. From what had been a strong beginning to the year, we witnessed unprecedented challenges for fund sponsors emerge in the wake of the COVID-19 pandemic crisis. From this one cause, we see a variety of effects emerging for commercial real estate funds going forward.
Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial real estate across the United States. CRE & COVID-19 Winners, Losers & the Road Ahead, A Trends Outlook Report analyzes the effects on commercial real estate of the first three months of the pandemic crisis and the outlook for the rest of 2020 and beyond. Read more on https://bit.ly/307M4Jw
Market demand for commercial space was strong as well. Rents grew steadily – depending on the asset class – at a moderate to robust rate. The only part of the market not busy in recent years has been workout specialists and high-yield vulture funds, who have had very few assets from which to ch
In its most limited sense, a transfer agent is an agnostic third-party entity required to process a transfer of a company’s securities from one investor to another. Some companies are required to use a transfer agent due to the nature of their registration with the Securities and Exchange Commission. Read more on https://bit.ly/3h10DFn
Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial real estate across the United States. CRE & COVID-19 Winners, Losers & the Road Ahead, A Trends Outlook Report analyzes the effects on commercial real estate of the first three months of the pandemic crisis and the outlook for the rest of 2020 and beyond. Read more on https://bit.ly/3j7S4ub
The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services, sales reporting, investor phone support, web portal solutions, printing, fulfillment and compliance support, are many and varied. Read more on https://bit.ly/3h5nDmT
Phoenix American Financial Services provides leading-edge fund administration , 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.
Heading into 2020, commercial real estate asset values were at new heights, driven during the long economic expansion by persistently low interest rates, an influx of capital and strong fundamental performance. Equity capital gravitates to a product that provides dividends well in excess of sovereig...
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Inspired Healthcare Capital (“IHC”). Phoenix will support IHC with its advanced transfer agent system and industry leading investor services platform, as well as fund accounting and financial reporting services. IHC will benefit from Phoenix’s combination of advanced technology, focus on customer service, and extensive experience with the unique operational requirements of real estate investment funds.
