Welcome to Phoenix American Financial Services !

This page was designed specifically for investors in the CPA® series of non-traded REITs, sponsored by W. P. Carey & Co. LLC to answer some of the most commonly asked questions received by the Investor Services Department.

PAFS provides back office operations for a number of clients, one of whom is W. P. Carey. We are a registered Transfer Agency that provides a wide variety of services for W. P. Carey. We developed the PAFS S.T.A.R. System using our 26 years of direct investment industry experience to accurately and comprehensively track investor information for multiple clients and programs - such as the W. P. Carey REITs. Among other services, the S.T.A.R. System provides investment tracking and reporting capabilities, handles the processing of legal title transfers, calculation of distributions, calculation of 1099 tax processing and proxy tracking and reporting. With PAFS handling back office operations, W. P. Carey can concentrate on their core business. We share a common goal in keeping the investors satisfied!

To contact us regarding your CPA®: 12, CPA®: 14, CPA®: 15 or CPA®: 16 - Global account:

Telephone:	888-241-3737
Fax:	415-485-4553
E-mail:	wpcarey@phxa.com
Address:	2401 Kerner Blvd
	San Rafael, CA 94901

You can go to the Frequently Asked Questions page for questions and answers about making title or address changes or to the Distribution page to obtain the latest distribution rates or to the transfer guidelines page. If you need any further information about your particular account, please feel free to call, e-mail or write to us at the addresses listed above.

 

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