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 traded 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