Great Oak Funding Finance VII is a new US$100 million commercial real estate debt offering to be sold through broker-dealers and registered investment advisors
Through the partnership, Versity will benefit from Phoenix American’s customer service focus and alternative investment fund administration experience
Real estate investment fund sponsor Wander has selected Phoenix American to provide transfer agent, fund accounting and back-office operational services
Alternative investment sponsor AC Capital has selected Phoenix American to provide fund services for its MJ REIT fund
Real estate investment fund sponsor Ashford has selected financial services provider Phoenix American to provide agent and back-office operational requirements
Founded in 1989, RealSource is a real estate investment company providing acquisitions, asset management, day-to-day property management and reporting for investors
Forge Trust provides custody services with preferred pricing and a streamlined integrated experience to clients of Phoenix American
Phoenix American’s STAR-XMS transfer agent system operates as the back-end investor database to Modiv’s electronic front-end system
