Our transfer agency services benefits real estate investment trust (REIT) sponsors by:
- Allowing you to focus on investment management rather than IT and operations
- Advancing fund distribution efforts through sales material fulfillment
- Calculating and reporting fund sales commissions
- Communicating with selling agents through the DTCC AIP service
- Assisting compliance activities through Blue Sky and anti-money laundering (AML) support
- Offering multiple investors reporting options: Web portal, email or US Postal Service
- Allocating the fund-level tax attributes to investors
- Providing full back-office transparency