Phoenix American<\/a> is pleased to announce its new fund administration relationship with alternative investment management firm Versity Invest. Phoenix American will support Versity\u2019s real estate funds with its industry-leading investor services platform featuring the STAR-XMS shareholder management \/ transfer agent system. Versity will benefit from Phoenix American\u2019s advanced technology, focus on customer service, and experience with the operational challenges specific to alternative investment funds.<\/p>\nIntelligent, Client-Focused Investments<\/strong><\/p>\nVersity Invest, LLC is a real estate investment company founded in 2022 located in Orange County, California. The company specializes in student housing, multi-family, hospitality, and specialty projects across the US. The firm\u2019s portfolio includes 38 properties valued at nearly $1.65 Billion across 19 states and has gone full cycle successfully on 15 investment programs. Versity Invest is a vertically integrated firm that invests across the value chain. Versity currently manages just shy of $1 billion dollars of investor equity investments and is one of the premier institutional owners of real estate in the U.S.<\/p>\n
\u201cIn addition to our multi-family, hospitality and specialty lines, Versity is a market leader in student housing investments, we only partner with best-in-class providers,\u201d said Jason Kjellson, EVP Capital Markets, Versity Invest. \u201cPhoenix American\u2019s reputation and track record comes from holding themselves to high standards. We\u2019re thrilled to be working with Phoenix American and providing our investors with exceptional service\u201d<\/p>\n
Specialized Transfer Agent Solutions for Alternative Investment Funds<\/strong><\/p>\nAdvanced operational solutions are critical to the success of today\u2019s alternative investment funds. Phoenix American has the most advanced systems and efficient transfer agent processes in alternative investments. Phoenix American\u2019s industry-leading STAR-XMS investor management \/ transfer agent system, its integrated fund accounting capabilities, and customized investor services are the result of its early experience as a fund sponsor combined with its extensive experience as an administrator for alternative investment funds.<\/p>\n
\u201cVersity takes an investor-centered approach to real estate investment,\u201d said Andrew Constantin, Chief Operating Officer at Phoenix American. \u201cInvestor satisfaction is at the center of everything we do at Phoenix American. We look forward to working hand-in-hand with Versity to accomplish this.\u201d<\/p>\n
About Phoenix American<\/strong> <\/span><\/p>\nPhoenix American Financial Services, Inc. provides back-office outsourcing, fund administration services, fund accounting, investor services and sales and marketing reporting services to fund companies in the alternative investment industry. The Phoenix American Aviation ABS Group, including its Irish subsidiary, PAFS Ireland Ltd, provides managing agent and accounting services for asset-backed securitizations (ABS) and other structured finance in the commercial aircraft and aircraft engine leasing industry. The company is an affiliate of Phoenix American Incorporated along with Phoenix American SalesFocus Solutions. Phoenix American has five offices worldwide, was founded in 1972 and is headquartered in San Rafael, CA.<\/span><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"
Phoenix American Announces New Client, Real Estate FundSponsor Versity Invest, for Fund Administration April 4, 2023 | Phoenix American Phoenix American is pleased to announce its new fund administration relationship … <\/p>\n
Read more<\/a><\/p>\n","protected":false},"author":3464,"featured_media":162131,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"single-article.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[2728,2742],"tags":[],"class_list":["post-281004","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-phoenix-american","category-service-provider-news"],"acf":[],"yoast_head":"\nPhoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration - Blue Vault<\/title>\n<meta name=\"description\" content=\"Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration - Blue Vault\" \/>\n<meta property=\"og:description\" content=\"Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/\" \/>\n<meta property=\"og:site_name\" content=\"Blue Vault\" \/>\n<meta property=\"article:published_time\" content=\"2023-04-04T18:20:56+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-09-17T00:45:29+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2022\/01\/Digital-Infrastructure-AdobeStock_411073043.png\" \/>\n\t<meta property=\"og:image:width\" content=\"900\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"becki.clifton@bluevaultpartners.com\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"becki.clifton@bluevaultpartners.com\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/\",\"url\":\"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/\",\"name\":\"Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration - Blue Vault\",\"isPartOf\":{\"@id\":\"https:\/\/bluevaultpartners.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2022\/01\/Digital-Infrastructure-AdobeStock_411073043.png\",\"datePublished\":\"2023-04-04T18:20:56+00:00\",\"dateModified\":\"2023-09-17T00:45:29+00:00\",\"author\":{\"@id\":\"https:\/\/bluevaultpartners.com\/#\/schema\/person\/676e3314716f6c1292fd2cbce2d1206c\"},\"description\":\"Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm...\",\"breadcrumb\":{\"@id\":\"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/#primaryimage\",\"url\":\"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2022\/01\/Digital-Infrastructure-AdobeStock_411073043.png\",\"contentUrl\":\"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2022\/01\/Digital-Infrastructure-AdobeStock_411073043.png\",\"width\":900,\"height\":600},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/qa.bluevaultpartners.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/bluevaultpartners.com\/#website\",\"url\":\"https:\/\/bluevaultpartners.com\/\",\"name\":\"Blue Vault Partners\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/bluevaultpartners.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/bluevaultpartners.com\/#\/schema\/person\/676e3314716f6c1292fd2cbce2d1206c\",\"name\":\"becki.clifton@bluevaultpartners.com\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/bluevaultpartners.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/f78f7e1d0eaf01db87dbca7e1393a9e8?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/f78f7e1d0eaf01db87dbca7e1393a9e8?s=96&d=mm&r=g\",\"caption\":\"becki.clifton@bluevaultpartners.com\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration - Blue Vault","description":"Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm...","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/","og_locale":"en_US","og_type":"article","og_title":"Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration - Blue Vault","og_description":"Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm...","og_url":"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/","og_site_name":"Blue Vault","article_published_time":"2023-04-04T18:20:56+00:00","article_modified_time":"2023-09-17T00:45:29+00:00","og_image":[{"width":900,"height":600,"url":"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2022\/01\/Digital-Infrastructure-AdobeStock_411073043.png","type":"image\/png"}],"author":"becki.clifton@bluevaultpartners.com","twitter_card":"summary_large_image","twitter_misc":{"Written by":"becki.clifton@bluevaultpartners.com","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/","url":"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/","name":"Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration - Blue Vault","isPartOf":{"@id":"https:\/\/bluevaultpartners.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/#primaryimage"},"image":{"@id":"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/#primaryimage"},"thumbnailUrl":"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2022\/01\/Digital-Infrastructure-AdobeStock_411073043.png","datePublished":"2023-04-04T18:20:56+00:00","dateModified":"2023-09-17T00:45:29+00:00","author":{"@id":"https:\/\/bluevaultpartners.com\/#\/schema\/person\/676e3314716f6c1292fd2cbce2d1206c"},"description":"Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm...","breadcrumb":{"@id":"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/#primaryimage","url":"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2022\/01\/Digital-Infrastructure-AdobeStock_411073043.png","contentUrl":"https:\/\/qa.bluevaultpartners.com\/wp-content\/uploads\/2022\/01\/Digital-Infrastructure-AdobeStock_411073043.png","width":900,"height":600},{"@type":"BreadcrumbList","@id":"https:\/\/qa.bluevaultpartners.com\/phoenix-american-announces-new-client-real-estate-fund-sponsor-versity-invest-for-fund-administration\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/qa.bluevaultpartners.com\/"},{"@type":"ListItem","position":2,"name":"Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration"}]},{"@type":"WebSite","@id":"https:\/\/bluevaultpartners.com\/#website","url":"https:\/\/bluevaultpartners.com\/","name":"Blue Vault Partners","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/bluevaultpartners.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/bluevaultpartners.com\/#\/schema\/person\/676e3314716f6c1292fd2cbce2d1206c","name":"becki.clifton@bluevaultpartners.com","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/bluevaultpartners.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/f78f7e1d0eaf01db87dbca7e1393a9e8?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f78f7e1d0eaf01db87dbca7e1393a9e8?s=96&d=mm&r=g","caption":"becki.clifton@bluevaultpartners.com"}}]}},"_links":{"self":[{"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/posts\/281004"}],"collection":[{"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/users\/3464"}],"replies":[{"embeddable":true,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/comments?post=281004"}],"version-history":[{"count":3,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/posts\/281004\/revisions"}],"predecessor-version":[{"id":281007,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/posts\/281004\/revisions\/281007"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/media\/162131"}],"wp:attachment":[{"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/media?parent=281004"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/categories?post=281004"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/qa.bluevaultpartners.com\/wp-json\/wp\/v2\/tags?post=281004"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}