Maintain alternative investment records


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​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The regulatory landscape is changing for non-traded real estate investment trusts (REITs) and other alternative investments. Sponsors and brokers are facing increased scrutiny ​and oversight, making it critical to work with an experienced transfer agent for the management of your investor records. ​Work with us for cost-effective transfer agent services and corporate events management.

As your transfer agent, we can help with:

  • ​​Private and publicly trad​​ed ​real estate investment trusts (REITs) and business development companies (BDCs)
  • Listing and liquidity events
  • Corporate events such as mergers, acquisitions, redemptions, tender offers, Dutch auctions, spin-offs and divestitures
  • Limited partnerships and master limited partnerships (MLPs)
  • Operating partnership units
  • Regulation D and Regulation A+ offerings​
  • Warrant and preferred share offerings
  • Dividend disbursements and dividend reinvestment plan administration
  • Tax reporting
  • Escrow services
  • Annual and special meetings including proxy solicitation
  • Regulatory and compliance printing and filing
  • Employee stock purchase and equity award plan administration​​​​​

 Highlights of our service include:
  • Experience you can rely on
    We have helped thousands of public and private companies for more than 35 years. Your dedicated team brings that knowledge to you.
  • The tools you need
    Our proprietary recordkeeping system can manage records with any level of complexity. Our issuer and investor websites provide stakeholders with account access.
  • An advisor portal
    Advisors and brokers can access their clients’ accounts, review history and tax information, and print investor statements.
  • A focus on investors
    We value investor satisfaction as a measure of your success. We deliver clear and prompt support that your investors need.
  • Security and technology
    We focus on data integrity, privacy and business continuity so you can be confident that your company and investor information is secure.
  • Service beyond the registry
    When you work with Computershare, we can stay with you as you evolve. We are ready to help with your corporate governance and transactional needs.

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 Our advisor portal
  • Access
    Offer financial advisors and brokers a view into their clients’ holdings
  • Service
    Give advisors the ability to create and deliver investor statements
  • Insight
    Access an institutional view that summarizes investments by firm

​​​​Let's talk

​Contact us to schedule a demonstration of our advisor portal and to discuss how we can help you achieve your business goals.