Phoenix American Financial Services, Inc. (“Phoenix“) is pleased to announce its new client partnership with LaSalle Investment Management (“LaSalle”) to support their new 1031 platform of products. Phoenix will support LaSalle with its advanced proprietary transfer agent system, STAR-XMS, and industry leading investor services platform, which combines advanced technology, a focus on customer service and decades of experience with the unique operational requirements of real estate funds and 1031 exchange funds.
With the growing variety and sophistication of alternative real estate funds and the increased regulatory compliance they require, advanced operational solutions are critical to the success of today’s fund sponsors. Phoenix American has combined the most efficient systems and back office processes in alternative investments since its origins as a fund sponsor in 1972. The Company’s industry leading STAR-XMS transfer agent system is the result of Phoenix’s direct experience as a fund sponsor as well as decades of experience as an administrator for alternative investment funds.
Read More: New Client: Lasalle Investment Management
Contact Details:
sales@phxa.com
415-485-4500
2401 Kerner Blvd, San Rafael, CA 94901, United States
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