Maintain alternative investment records

United States > Business > Issuer Services > Maintain alternative investment records

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​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. 


 

Contact us​​​​

 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.

 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.