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Insights
We're dedicated to delivering excellence through fund administration and accounting -- as well as insights on the trends that impact our market
1031 Exchange Series: The Retail Apocalypse
The Biden Administration is not the first to attempt to limit 1031 exchanges.
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1031 Exchange Series: Preserving history while building for the future
The Biden Administration is not the first to attempt to limit 1031 exchanges.
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1031 Exchange Series: Legislative Clarity & Emerging Alternatives
The Biden Administration is not the first to attempt to limit 1031 exchanges.
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1031 Exchange Series: Biden’s American Families Plan and 1031
The Biden Administration is not the first to attempt to limit 1031 exchanges.
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1031 Exchange Series: What is a 1031 Exchange?
As an intern for Phoenix American Financial Services, I am conducting market research pertaining to…
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PHXA Chief Risk & Compliance Officer on ADISA Spring Panels
The ADISA conference series is one of many ways we keep our finger on the…
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Fund Accounting 101: Distribution Waterfalls
How investment returns are allotted to investors and management must be easy for investors to…
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4 Ways Third-Party Fund Administration Can Make You Money
In choosing a fund administrator, you have the right to expect a return on fund…
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Fund Accounting 101: Capital Activities
How to account for your capital flow, manage its movements and report on it with…
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Fund Accounting 101: Financial Reporting for Private Equity
The nature and frequency of your financial reporting is important to consider closely upon account…
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Fund Accounting 101: What is Fund Accounting?
Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment…
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New Report: Venture Capital & COVID-19 Trend Outlook
We have published a new white paper examining the initial impacts of the COVID-19 pandemic…
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What is Fund Administration?
Fund Administration is the outsourced performance by a third party of back-office functions for an…
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What Is a Transfer Agent?
In its most limited sense, a transfer agent is an agnostic third-party entity required to…
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What is the Impact of Covid-19 on CRE?
Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial…
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