Real Estate Investment Trust (REIT)

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