Phoenix American
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:
- Payroll savings.
The costs and complications of maintaining an in-house staff for fund operations only magnifies 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. Hiring and firing, overstaffing and understaffing, training and retraining are ongoing challenges. Quality third-party fund operations gets all the back-office tasks done without human resources issues.
Read More:10 Ways Third-Party Fund Administration Saves Money
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Source: https://www.phxa.com/news/10-ways-self-adminstation-is-losing-your-fund-money/
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. Read more on https://bit.ly/3v0PZqi
The COVID-19 pandemic has only worsened and expedited the current affordable housing crisis. While the hospitality industry was hit hard and many hotels have faced foreclosure, our nation’s supply of housing has not kept up with the growth of our population. With malls and hotels being the most distressed property sectors. Read more on https://bit.ly/2YB0kxK
Modiv is a real estate, fintech and proptech asset manager focused on reimagining modern real estate investing. Driven by innovation, an investor-first focus and an experienced management team, Modiv has created one of the largest non-listed real estate investment funds to be raised via crowdfunding technology and is the first real estate crowdfunding platform to be completely investor-owned. Read more on https://bit.ly/3BvRUG5
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.
Lab spaces have the potential to change over time, so it’s important these spaces are flexible and can adapt to advancements and evolution in science. Taking advantage of urban space may bring various medical centers and science facilities together, making it easier to collaborate on research and provide better access to larger parts of a population. Read more on https://bit.ly/3mGTbDN
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/309YPXr
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. The Phoenix American aircraft group provides administration and accounting services for securitizations specializing in the commercial aviation leasing industry. Watch video on https://bit.ly/3awoQ5h
Phoenix American is pleased to announce its new client partnership with real estate investment management firm Bonaventure. Phoenix American will support Bonaventure with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system as well as integrated fund accounting services.
Phoenix American Financial Services and its subsidiary PAFS Ireland, Ltd (“Phoenix American”) announced solid business and operational progress in 2020, building on the company’s nearly 25-year industry-leading role as provider of managing agent services for asset-backed securitizations (ABS) in the commercial aviation industry. Read more on https://bit.ly/3lByslx
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/3ACx868
Distribution waterfalls, the method by which the capital gained by a fund is allocated between the limited partners (LPs) and the general partner (GP), is a critical consideration in setting up an investment fund. Simplicity is key. How investment returns are allotted to investors and management must be easy for investors to understand. Read more on https://bit.ly/3oUOBop
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.
In the last 10 years, like-kind exchanges have accounted for 10-20% of all commercial real estate transactions. Like-kind created 100 years ago with the goal of aiding farmers to help them reorganize and improve their properties, combine acreage, acquire superior land, and lessen environmental impacts. One may dispose of an asset and use the proceeds to acquire a similar one of equal or greater value.
The partnership between Phoenix American and AIX is a key step in advancing the entire alternative investment industry. A significant amount of attention is paid in the alternatives industry to the problem of investment subscriptions that arrive at the transfer agent ‘not in good order’ (NIGO). Read more on https://bit.ly/3DCxeNb
On May 11, Mr. Montenecourt will participate in the panelPandemic Workaround to Mainstream. During the past year, the challenges of remote work, lock downs and the broad disruption to the business world forced companies to adapt in order to continue functioning. Several new practices put in place
Phoenix American is pleased to announce its new client partnership with real estate investment management firm and fund sponsor NAI Legacy. Phoenix American will support NAI Legacy with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system. NAI Legacy will benefit from Phoenix American’s combination of advanced technology.
Real estate expenditures can be so great that they may discourage expansion and diminish the ability of care providers to assist those in need. Unoccupied buildings present an attractive opportunity for negotiating a discounted price and provide additional savings when opting to not develop from the ground up. Read more on https://bit.ly/3FUCa1X
As alternative real estate investment funds continue to grow in variety and sophistication, advanced operational solutions are critical to the success of today’s fund sponsors. In the face of increasing demands from investors and regulators, tax-advantaged investment funds need specialized back-office expertise. Read more on https://bit.ly/3jiBXvA
Phoenix American, as part of its mission as a leader in innovation and efficiency for alternative investments, engages with the industry on an ongoing basis. The company participates in conferences, webinars and roundtables to keep current on emerging trends, educate colleagues on back-office issues and collaborate with industry partners to help drive the industry forward.
Phoenix American is pleased to announce its new client partnership with real estate investment management firm and fund sponsor NAI Legacy. Phoenix American will support NAI Legacy with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system. Read more on https://bit.ly/3n7v4yp
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.
NAI Legacy is a full-service commercial real estate firm specializing in tax-efficient real estate investment solutions. Structured solutions include 1031 Exchanges, DSTs, Qualified Opportunity Zones (QOZ), Accelerated Depreciations (Bonus Depreciations) and Structured Sales. Read more on https://bit.ly/3AVs6lq
Your customized web portal delivers fast, versatile, interactive access to STAR-XMS data. Users have dynamic web-enabled access to the information they need with a secure interface. Sponsors access the full universe of their investor information and easily communicate updates and marketing. Read more on https://bit.ly/3lSbQ0q
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.” Along with reversing various tax cuts introduced in the 2017 Tax Cuts and Jobs Act, one of the more notable propositions is limiting the 100-year-old provision of the Internal Revenue Code (IRC).
Sandy Bay Partners is the sponsor of investment programs focused on private equity and real estate development that are environmentally, socially and economically impactful. Working with the best in class landowner, legal and industry partners, Sandy Bay brings professional real estate and sponsor guidance to the surface and subsurface development industry. Read more on https://bit.ly/3juqTeY
Phoenix American Financial Services provides leading-edge fund administration, accounting and technology for the alternative assets industry. As an SEC-registered transfer ...
