​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​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:

Capital raising techniques beyond the routine equity offering

Leaders of three unique companies offer real-world insights to business finance leaders who may be looking for new and creative channels for raising capital.
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​Contact us to schedule a demonstration of our advisor portal and to discuss how we can help you achieve your business goals.