Last Seen Blogs
thebeyoncesource
THE BEYONCÉ SOURCE
shinibobo
*limp wrist*
rosecharms1
Rose Charms
quintessential-bangtan
방탄소년단 (Hiatus)
Text
New Report: Venture Capital & COVID-19 Trend Outlook
We have published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19: The State of Fundraising, Historical Downturn Insights & Startup Trends analyzes the effects on venture capital of the first four months of the pandemic crisis and the outlook for the rest of 2020 and beyond.
The paper draws on Phoenix American’s observations as a fund administration provider, conversations with the sponsors of its many client funds as well as interactions with partners, intermediaries and other participants in the industry. The company’s twenty-plus years as a fund sponsor as well as forty-plus years as a provider of fund administration services provides a unique perspective on current events and their effects on investment funds.
Top takeaways from the report include an analysis of the effects of previous economic downturns on venture capital, the current state of VC fundraising, the priorities for VCs during the crisis and key investment opportunities. The report considers several factors of interest.
Read More: New Report: Venture Capital & COVID-19 Trend Outlook
Contact Details:
415-485-4500
2401 Kerner Blvd, San Rafael, CA 94901, United States
Fund Accounting Service
Visit Reference Profile Websites:
https://bit.ly/3sVEq4Z
https://bit.ly/32RMGZ5
https://bit.ly/3sZLVrF
https://bit.ly/3HCvrcZ
https://bit.ly/32Vk0OG
https://bit.ly/3qOjuKo
https://bit.ly/3t0d7qi
https://bit.ly/3HH2htj
https://bit.ly/3qSKisW
https://bit.ly/3mZeMZg
https://bit.ly/3t7kZ98
https://bit.ly/3qONqpQ
https://bit.ly/3HACEu3
https://bit.ly/3JJ7ZMP
https://bit.ly/3wF7Fsr
https://bit.ly/3HzT9Xl
https://bit.ly/3ppXNRo
https://bit.ly/3p0xOzS
https://bit.ly/3JGsWIl
https://bit.ly/3JIL9VP
https://bit.ly/3t511MB
https://bit.ly/32KFr5h
https://bit.ly/3qSPmNU
https://bit.ly/3qNfp9f
https://bit.ly/34e8eiM
https://bit.ly/3HDL1oQ
https://bit.ly/3HFSEuD
https://bit.ly/3JBNe5M
https://bit.ly/32Lsubo
https://bit.ly/3JIOUKT
https://bit.ly/32OjWjK
https://bit.ly/32RfQrd
0 notes
Photo
New Client: Burlington Capital
Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm Burlington Capital. Phoenix American will support Burlington Capital’s real estate funds with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system. Burlington Capital will benefit from Phoenix American’s advanced technology, focus on customer service, and experience with the operational challenges specific to alternative investment funds. Headquartered in Omaha, Nebraska, Burlington Capital is an alternative investment management firm that is driven by a tradition of trust. Read more on https://bit.ly/3DvHCpE
#burlington capital#real estate fund sponsor#alternative investments#alternative investment funds#transfer agent
0 notes
Photo
New Client: MHC Capital
MHC Capital operates manufactured home communities across the Midwest and the Great Plains region. The company focuses on helping buyers find the right fit for their needs and budget without compromising on quality. MHC seeks to develop quality affordable homes with a deep sense of community and a shared set of values. MHC partners have structured and managed over $1 billion of private investment capital over more than 30 years. The company builds strong relationships with investors and financing sources to ensure that its projects are adequately capitalized. MHC’s full service property management company, FTI Property Management, leases and manages residential and commercial property in more than ten states with extensive experience in home renovation. Read more on https://bit.ly/32ie2qH
0 notes
Text
Capital Contributions - Fund Accounting 101
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, all this needs to be coded and tracked at the outset for accurate payments and financial reporting. Does historical activity need to be maintained to account for break points and thresholds? Will investors receive warrants and how will they need to be tracked? Will in-kind contributions be accepted? If so, how will any excess value be allocated? Will the investor be treated differently in any way? Will the general partner be allocating carried interest into the fund? Might the manager be paid in equity rather than cash for consulting fees, management fees, or other services? Are there different distribution terms for different categories of investors, perhaps all the investors with a given custodian? Are there side letters? What provisions are in place in the event of deaths, divorces and other upheavals among investors going forward?
Read More: Fund Accounting 101: Capital Activities
Contact Details:
213-277-9177
Suit #210 353 Kearny St. San Francisco, CA 94108
american financial
Visit Reference Profile Websites:
https://bit.ly/3mEqIzE
https://bit.ly/3bCJYY4
https://bit.ly/31qPX0p
https://bit.ly/3BzNOfa
https://bit.ly/3mCvsGc
https://bit.ly/3CGv1jL
https://bit.ly/3BFzRwl
https://bit.ly/3waR4MY
https://bit.ly/3EAbuls
https://bit.ly/2ZLmQEi
https://bit.ly/3BFblvo
https://bit.ly/2ZNgcNw
https://bit.ly/3bzOsyH
https://bit.ly/2ZScmDa
https://bit.ly/3waGtS8
https://bit.ly/3w9wrAG
https://bit.ly/3CIhhVJ
private equity fund accounting
https://bit.ly/3BRS0Y1
https://bit.ly/3wa4SHz
https://bit.ly/2YekT2I
https://bit.ly/3mErz3k
https://bit.ly/3wovtAZ
https://bit.ly/3CHMYOW
https://bit.ly/3bB8Q2n
https://bit.ly/3BzR4Hu
https://bit.ly/3waYkbz
https://bit.ly/3bD8R68
forge trust
0 notes
Photo
New Client: NAI Legacy
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, focus on customer service and long experience with the unique operational requirements of Delaware Statutory Trust (DST) real estate programs. 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/3DLx8CS
0 notes
Photo
1031 Exchange Series: Life Science Properties & Opportunity Zone Investing
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. 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/3llNDz6
0 notes
Text
New Client: Lasalle Investment Management - Phoenix Financial Services
LaSalle Investment Management is one of the world’s leading real estate investment managers. On a global basis, LaSalle manages approximately $68 billion of assets in private and public real estate property and debt investments as of Q3 2019. LaSalle’s diverse client base includes public and private pension funds, insurance companies, governments, corporations, endowments and private individuals from across the globe. LaSalle sponsors a complete range of investment vehicles including separate accounts, open- and closed-end funds, public securities and entity-level investments. For more information please visit http://www.lasalle.com, and https://www.linkedin.com/company/lasalle-investment-management/.
Read More: Lasalle Investment Management
Contact Details:
415-485-4500
2401 Kerner Blvd, San Rafael, CA 94901, United States
Phoenix Financial Services
Visit Reference Profile Websites:
fund accounting
https://bit.ly/3oxF2eR
https://bit.ly/3mwYmGv
https://bit.ly/3izSdrM
https://bit.ly/3FiXeyJ
https://bit.ly/3FkvQAo
https://bit.ly/3ozsXWz
https://bit.ly/3uICqMi
https://bit.ly/3lgPZj0
https://bit.ly/3lcXTcT
https://bit.ly/3adpc0G
https://bit.ly/3DfC178
https://bit.ly/3lgSMZa
proprietary technology
https://bit.ly/3Af4Y11
https://bit.ly/3ld5qZi
https://bit.ly/3iydn9W
https://bit.ly/2WOQxmK
https://bit.ly/3Af5mN1
https://bit.ly/3aqO4Ch
https://bit.ly/2WQlUNO
https://bit.ly/3Agw6Nc
https://bit.ly/3AjHibM
https://bit.ly/2YmVTG0
https://bit.ly/2Ylcbzt
https://bit.ly/3uK0Uog
https://bit.ly/2YtfsNs
https://bit.ly/3ozuBYf
https://bit.ly/3ld6JaE
https://bit.ly/3BjdVHT
https://bit.ly/3a8QRzE
0 notes
Photo
1031 Exchange Series: The Retail Apocalypse
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, the entity that brought about their decline. These locations make good candidates for mixed-use developments consisting of gyms, hotels, creative and collaborative office spaces, education facilities, medical suites, and entertainment venues. Developers want to create synergistic, mixed-use spaces that bring malls back to the center of the community, with a focus on walkability, open-air spaces, and a mix of retail and entertainment spaces that lead to higher foot traffic. Read more on https://bit.ly/3ugMTOT
0 notes
Photo
New Report: Venture Capital & COVID-19 Trend Outlook
We have published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19: The State of Fundraising, Historical Downturn Insights & Startup Trends analyzes the effects on venture capital of the first four months of the pandemic crisis and the outlook for the rest of 2020 and beyond. The paper draws on Phoenix American’s observations as a fund administration provider, conversations with the sponsors of its many client funds as well as interactions with partners, intermediaries and other participants in the industry. The company’s twenty-plus years as a fund sponsor as well as forty-plus years as a provider of fund administration services provides a unique perspective on current events. Read more on https://bit.ly/30x1g2M
0 notes
Photo
Fund Accounting 101: Capital Activities
Capital is the lifeblood of your investment fund. The ability to raise and deploy capital is the expertise you bring to investment management. How to account for your capital flow, manage its movements and report on it with accuracy, clarity and compliance is the critical task of a fund accounting provider. How your fund will operate with regard to capital flow should be discussed in detail with fund accounting at the outset of working with your fund accounting provider. Setting up a coherent process that reflects the way you do business avoids errors, misunderstandings and audit inquiries that can cost unnecessary time and money. It will also streamline and automate many essential functions that would otherwise cost time and money on an ongoing basis. Read more on https://bit.ly/3mDIZxo
0 notes
Photo
Fund Administration Services For Alternative Investment Funds
Decades of specialized experience with alternative investment funds combined with industry-leading technology and white glove customer service. We provide fund administration for funds of any scale or structure, AUM or investor count. Phoenix American achieves an unparalleled level of back-office efficiency. Read more on https://bit.ly/3eyeLao
0 notes
Photo
1031 Exchange Series: Preserving History While Building For The Future
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. Demolition of older buildings won’t make communities more inviting or affordable. Plus, developers find a lot of potential in the location, environment, and aesthetic of these distressed properties. Although repositioning may seem pricey, developing from the ground up is often more expensive than repurposing an underused, abandoned, or obsolete property. Read more on https://bit.ly/3swDkKs
0 notes
Photo
New Client: Valeo Groupe Americas
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. Valeo Groupe will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of real estate investment investment funds. Read more on https://bit.ly/3yXfOJ6
#valeo groupe americas#investment management#alternative investments#investor services#transfer agent#fund administration
0 notes
Photo
Proprietary Technology - Phoenix American Financial Services
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/3kAdAeu
0 notes
Photo
10 Ways Third-Party Fund Administration Saves Your Money
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. 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. Read more on https://bit.ly/2F5RGwR
0 notes
Photo
John McInerney Named Airline Economics Magazine’s 2020 Future Leader Of The Year
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. A chartered accountant, Mr. McInerney was promoted to managing director of PAFS Ireland in October of 2018, having served Phoenix American in various roles since 2008. Read more on https://bit.ly/3scAdaB
0 notes
Text
Adversely Changing Or Even Eliminating 1031 Exchanges Would… - Phoenix American
Diminish the supply of housing and cause rents to increase
End potential exchanges of apartment buildings, conservation land tracks, farms, industrial properties, smaller offices, and many other property types
Prevent farmers from finding better land when theirs is no longer usable
Discourage urban renewal and reinvesting in underutilized parts of the community
Lead to irreversible consequences on current investors and a significant decline in future generational wealth
When an administration is looking to invest in affordable housing, reconfigure office spaces, and repurpose shopping centers, constraining capital seems counterintuitive following a pandemic.
Read More: 1031 Exchange Series: Biden’s American Families Plan And 1031
Contact Details:
415-485-4500
2401 Kerner Blvd, San Rafael, CA 94901, United States
Fund Accounting Service
Visit Reference Profile Websites:
Fund Administration
Transfer Agent
https://bit.ly/3jOXzPU
https://bit.ly/3m41x9V
https://bit.ly/3mdEl9x
https://bit.ly/3lZwOLd
https://bit.ly/3CMv3XB
https://bit.ly/3CChDgO
https://bit.ly/3AH9JRp
https://bit.ly/2Xj6IbD
https://bit.ly/2Xo6Ab4
https://bit.ly/2VLqe0i
https://bit.ly/3jQeDF3
https://bit.ly/3jJZ3e8
https://bit.ly/3lZoD1B
https://bit.ly/3AAGQqf
https://bit.ly/3CIXTbk
https://bit.ly/3jNP1bX
https://bit.ly/3fZdBpa
https://bit.ly/3CMTjsA
https://bit.ly/3jR3lAr
https://bit.ly/3lVqDYB
https://bit.ly/3g09KZ0
https://bit.ly/3jU2zT4
https://bit.ly/3CJvl1n
https://bit.ly/3g09Uj4
https://bit.ly/2XorzdP
https://bit.ly/3lVQShD
https://bit.ly/3g0tz2b
https://bit.ly/2VRIsx1
0 notes