Digitally Transforming

We work with Real Estate Funds and Sponsors to cut through the noise with process automation for a better result.

Real Estate Funds are often complex investment vehicles that pool capital from multiple investors in order to invest in real estate assets including properties, mortgages, or securities. The diversification of a portfolio of assets often attracts investors that are unable to own large portfolios individually.

We understand these structures are important to delivering attractive investments to your investors and often come with different legal, tax and regulatory implications.Whether you operate a REIT with REIT subsidiaries, 1031 DST, Fund, or other structures digitally transforming your processes will forever change the way you approach complex real estate structures.

Are any of the following challenges familiar?

• Multiple cash accounts and banking relationships
• Complex cash management resulting from tax strategies
• Investor Management for hundreds or thousands of investors
• Inadequate forward-looking forecasts

We help Fund Administrators streamline processes and integrate with Straight-Through-Processing (STP) solutions connected with broker-dealer and RIA networks.

Transfer agents are service providers who act as intermediaries between issuers and investors. Services may include maintaining ownership records, processing transactions, distributing dividends, and communications. Transfer agents may process thousands of transactions every day. The large volume and variety of data being processed from different sources and systems presents many challenges for transfer agents in today’s market.

Technology solutions have been digitally transforming the industry landscape by seamlessly processing payments and providing real-time fraud detection. These tools are necessary for a transfer agent to remain competitive in today’s technological landscape. The alternative investment industry, the market where real estate is typically traded, generally adopts these technologies much later than mainstream stock markets.

Does your firm experience any of the following challenges?

• Process paper subscriptions
• Lack of payment controls
• Unable to handle volume with current processes
• Complex bank reconciliations

We help Non-Profits cost effectively automate manual processes and focus on their mission.

Too many nonprofits spend too much time on administrative tasks. Limited resources drive nonprofits to perform many administrative tasks in-house, often by volunteers. Financial tasks can be complicated for these organizations to maintain exemption status. An automated solution lets you focus on your mission and relationships with donors.

Have you encountered any of the following challenges?

• Lack of financial reporting visibility
• Manual and time-consuming process to pay vendors
• Limited options for donors to give
• In the dark about forecasts and where you are headed