INVESTOR & ADVISOR WEB PORTAL - FUND ACCOUNTING SERVICE

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/3wePhWH

Waterfalls usually consists of four buckets/phases: Return of Capital – 100% of profits are distributed to the investors until the total amount of their contributed capital is returned. Preferred Return – 100% of profits are distributed to the investors until a predetermined annual rate (a preferred return) is reached (usually 7-9%). Read more on https://bit.ly/3m7FddI

Phoenix American Financial Services provides full-service fund administration, fund accountant, transfer agent and investor services as well as sales and marketing reporting to fund sponsors in the alternative investment industry.

Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including DSTs and Qualified Opportunity Zone (QOZ) funds. Founded in 2012, the company has…

 Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including DSTs and Qualified Opportunity Zone (QOZ) funds. Founded in 2012, the company has completed over $2.3 billion in transaction volume. The firm is a leading sponsor of DST offerings for both investors seeking replacement property as part of a Section 1031 exchange and cash investors. Capital Square currently focuses on multifamily and healthcare properties for most of its DST offerings. The company sponsors turn-key real estate investment offerings with low investment minimums providing investors access to larger and higher quality real estate. The company also sponsors QOZ funds for investors seeking the benefits available under the Tax Cuts and Jobs Act of 2017.

Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with investment management firm Valeo Groupe Americas, LLC (“Valeo”). Phoenix will support Valeo with its industry leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system as well as integrated fund accounting services.Read more on https://adobe.ly/3rFrsEb

Phoenix American, a leading transfer agent and fund administration provider for alternative investments and Alternative Investment Exchange (AIX), a digital platform built to improve processes for inv...

Phoenix American Financial Services and its wholly owned subsidiary PAFS Ireland, Ltd (collectively “Phoenix”) announce today that John McInerney, Managing Director of PAFS Ireland, Ltd, has been honored with the Future Leader Award by Airline Economics magazine. Annually, Airline Economics recognizes emerging talent in the aviation industry with its 40 Under 40 list of outstanding professionals, nominated by their peers, who are under forty years of age. The candidate who receives the most nominations tops the 40 Under 40 list and is awarded the coveted Future Leader Award.

Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. Read more on https://bit.ly/3ucnCnt

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://adobe.ly/2Ofg5VO

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/3cH14Wg

100% of profits are distributed to the investors until the total amount of their contributed capital is returned. 100% of profits are distributed to the investors until a predetermined annual rate (a preferred return) is reached (usually 7-9%). 100% of profits are distributed to the manager to “catch up” to management’s contractual performance fee or carried interest (typically 20%). Read more on https://bit.ly/2Pie5wF

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In February 2020, Phoenix American was appointed as Managing Agent for the AASET 2020-1 ABS and the LUNAR 2020-1 ABS. With the pandemic shutdowns, the company concentrated on maintaining peak service levels for existing clients and enhancing other revenue streams: accounting for sale-leaseback transactions, servicing warehouse facility deals, administering finance transactions and being appointed as Managing Agent to legacy ABS deals, while managing a 10% increase in headcount for the eventual recovery of the ABS industry.

Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including DSTs and Qualified Opportunity Zone (QOZ) funds. Founded in 2012, the company has completed over $2.3 billion in transaction volume. The firm is a leading sponsor of DST offerings for both investors seeking replacement property as part of a Section 1031 exchange and cash investors. Read more on https://bit.ly/3ushmIE

Phoenix American, a leading transfer agent and fund administration provider for alternative investments and Alternative Investment Exchange (AIX), a digital platform built to improve processes for investing in alternatives, have announced an integration partnership to provide a seamless, fully digital purchase process for client funds. Read more on https://bit.ly/3fJ2tNJ

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 and technology solutions Phoenix provides to alternative investment funds. Read more on https://bit.ly/3wz1XI4

Phoenix began as an investment fund sponsor and thrived because of its unwavering commitment to investors. We have developed our people, designed our systems, and honed our processes with the success and satisfaction of every investor in mind. That commitment is at the core of our approach as an operational partner for our client firms. Read more on https://bit.ly/3tapEVn

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.

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. Other companies are not required to use a transfer agent but choose to because of the arms-length nature of the transfer agent service and because other back office services may be offered by the transfer agent. Still others, which are not required to use a transfer agent, process transfers themselves.