Month: February 2013

Will startup fund sponsors in the DPP space begin outsourcing portfolio, fund and tax accounting to their transfer agent?

I came across my first DPP fund–a start-up REIT in this case–that is looking to outsource both accounting and transfer agency services.  Is this a trend?  I can vouch for the fact that this is standard practice in the hedge fund world.  If you don’t outsource your accounting to your fund administrator your fund will …

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GLFSI Press Release

February 1, 2013, Chicago – Great Lakes Fund Solutions, Inc. (GLFSI) announces the expansion of its transfer agency service offering to include non-traded real estate investment trusts (REITs), oil and gas limited partnerships, and other alternative investments sold through independent brokerage channels.  Collectively, these types of investments are known as Direct Participation Programs (DPPs). For …

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