It is not just about obtaining the shareholders. It’s also about how well the shareholder responsibilities are handled over the life of the REIT. We have invested heavily in building a world-class IT infrastructure. We use best-of-class solutions for data archival, secure document destruction, document imaging, financials, integration with partners and have developed our proprietary REIT and Investment Management System (RIMS) that allows us to precisely manage 3,500 REIT accounts and 1,500 shareholders.
RIMS enables us to respond quickly to our clients’ information needs. It also provides redundant checks to help make sure that our clients never make a mistake related to the preferred shareholders that may jeopardize their REIT status.
- Database – 137 tables, 6.5 million records
- RIMS – over 130,000 lines of code
- 1099s - 243,000 in 2019
- Dividend Payments - 431,000 in 2019
- Documents Scanned/Archived - 675,000
We provide standard and customized reporting for REIT sponsors to meet any request for information related to the REIT preferred shareholders.
Our clients can log in to their own REIT Portal to obtain real-time information related to their REIT offerings, shareholders and tax filings. Click to enroll or login.
Investors can view and manage their REIT account online. Click to enroll or login.
We offer redundant servers and a redundant network, with multiple off-site back-ups, and a hot site available, if necessary.
Everything you need
- The original third-party solution for private REITs
- Management from offering to ongoing administration
- Proven methodology to ensure consistency and compliance
We assist REITs formed as corporations, LLCs, limited partnerships and trusts regardless of state jurisdiction.
Let's discuss how we can assist with your next REIT.