Phoenix American announces new sponsor of client real estate fund NAI Legacy


SAN RAFAEL, California, October 14, 2021 / PRNewswire / – Phoenix American is pleased to announce its new client partnership with real estate investment management firm NAI Legacy. Phoenix American will support NAI Legacy with its state-of-the-art investor services platform featuring the STAR-XMS shareholder management / transfer agent system. NAI Legacy will benefit from the combination of Phoenix American leading technology, customer service focus, and years of experience with the unique operational requirements of Delaware Statutory Trust (DST) real estate programs.

Tax-efficient investment solutions

NAI Legacy is a full-service commercial real estate company specializing in tax-advantaged real estate investment solutions. Structured solutions include 1031 exchanges, DST, Qualified Opportunity Zones (QOZ), Accelerated Depreciation (Bonus Depreciation) and Structured Sales. NAI Legacy focuses on commercial real estate investments, brokerage, net rental properties (NNN), property management, asset management and solutions for private clients. The NAI Legacy team has 150 years of experience in the commercial real estate industry with more than $ 6 billion experience in brokerage, investment and real estate management. The company’s affiliation with NAI Global links it to more than 300 offices located across North America, Latin America, the Caribbean, Europe, Africa, and the Asia Pacific Region.

“We chose Phoenix American because of their in-depth knowledge of the industry, their experience with DSTs, and their personalized customer service,” said Duane Lund, CEO of NAI Legacy. “When we or our investors need help, Phoenix American always has someone ready to help.”

Specialized transfer agent solutions for DST / 1031 exchange programs

As alternative real estate investment funds continue to grow in variety and sophistication, advanced operational solutions are critical to the success of today’s fund sponsors. Faced with growing demands from investors and regulators, tax-advantaged investment funds need specialized back-office expertise. Phoenix American has combined the most advanced systems and efficient transfer agent processes in alternative investments since its origins as a fund sponsor in 1972. The leading STAR-XMS transfer agent / investor management system Phoenix American industry, its integrated fund accounting capabilities and personalized investor service offering are the result of the company’s direct experience as a fund sponsor as well as decades of experience as a fund sponsor. ‘administrator of alternative investment funds.

“We are very happy that NAI Legacy has decided to partner with us,” said André Constantin, COO of Phoenix American. “Tax-advantaged investment funds have special processing and service needs and we look forward to sharing our many years of experience in this area with them.

Phoenix American Financial Services, Inc. provides back office outsourcing, fund administration, and sales and marketing reporting services to fund companies in the alternative investment industry. Phoenix American Aviation ABS Group, including its Irish subsidiary, PAFS Ireland Ltd, provides management agent services for Asset Backed Securitizations (ABS) and other structured finance in the aircraft leasing industry. commercial and aircraft engines. The company is a subsidiary of Phoenix American Incorporated with Phoenix American SalesFocus Solutions. Phoenix American has five offices around the world, was founded in 1972 and is headquartered in San Rafael, California.

Media contact:
David Fisher
[email protected]

SOURCE American Phoenix


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