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February 27, 2022 in Insights

Fund Accounting 101: Reporting Deliverables

What information to include, how to present it and for whom is worth considering when…
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October 6, 2021 in Insights

1031 Exchange Series: Life Science Properties & Opportunity Zone Investing

As an intern for Phoenix American Financial Services, I am conducting market research pertaining to…
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September 17, 2021 in Insights

1031 Exchange Series: The Retail Apocalypse

The Biden Administration is not the first to attempt to limit 1031 exchanges.
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August 18, 2021 in Insights

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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August 4, 2021 in Insights

1031 Exchange Series: Legislative Clarity & Emerging Alternatives

The Biden Administration is not the first to attempt to limit 1031 exchanges.
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July 21, 2021 in Insights

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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July 14, 2021 in Insights

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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May 7, 2021 in Insights

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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March 11, 2021 in Insights

Fund Accounting 101: Distribution Waterfalls

How investment returns are allotted to investors and management must be easy for investors to…
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October 29, 2020 in Insights

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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October 19, 2020 in Insights

Fund Accounting 101: Capital Activities

How to account for your capital flow, manage its movements and report on it with…
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September 2, 2020 in Insights

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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August 3, 2020 in Insights

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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July 20, 2020 in Insights

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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July 17, 2020 in Insights

What is Fund Administration?

Fund Administration is the outsourced performance by a third party of back-office functions for an…
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July 9, 2020 in Insights

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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July 1, 2020 in Insights

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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June 9, 2020 in Insights

10 Ways Third-Party Fund Administration Saves You Money

The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services,…
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April 17, 2020 in Insights

How to Emerge From COVID-19 Stronger

The Coronavirus pandemic has been a large-scale lesson in operational risk and disaster preparedness for…
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