Capital Square Appoints Phoenix American Financial Services Inc. as Transfer Agent

January 14, 2021

Capital Square, a national investment sponsor specializing in tax-advantaged real estate offerings, announced today that the firm has partnered with Phoenix American Financial Services Inc. to serve as its transfer agent and provide its clients with improved investor and fund administration services.

“In spite of the global pandemic, 2020 was another record year for Capital Square – the firm has completed over $2.6 billion in transaction volume related to Regulation D tax-advantaged real estate investments,” said Louis Rogers, founder and chief executive officer of Capital Square. “Historically, the subscription process for Regulation D private placements has been painfully slow, manual, and paper-laden, leading to not-in-good-order (NIGO) errors, security risks, and operational inefficiencies that drive up costs and discourage advisors and investors from considering alternative investments.”

Established in 1982, Phoenix American Financial Services Inc. is a leading fund administration, fund accounting and investor services provider for firms in the alternative investment industry. The company focuses on managing back-office operations and ensuring accuracy and efficiency to enable sponsors to focus on their business through high-touch services, powerful technology and an industry-proven team. The company’s goal is to free sponsors from the distraction of back-office operations and to ensure accuracy and maximum efficiency in every interaction with investors, advisors, regulators, and auditors.

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