The regulatory landscape is changing for non-traded real estate investment trusts (REITs) and other alternative investments. Sponsors and brokers are facing increased scrutiny and oversight, making it critical to work with an experienced transfer agent for the management of your investor records. As a transfer agent, we can help with:
- Investor recordkeeping for public and privately held REITs, business development companies (BDCs) and other alternative investments
- Listing and liquidity events
- Corporate events such as mergers, acquisitions, redemptions, tender offers, Dutch auctions, spin-offs and divestitures
- Limited partnerships and master limited partnerships (MLPs)
- Operating partnership units
- 1031 exchanges
- Warrant and preferred share offerings
- Dividend disbursements and dividend reinvestment plan administration
- Tax reporting
- Escrow services
- Annual and special meetings including proxy solicitation
- Regulatory and compliance printing and filing
Highlights of our service include:
Experience you can rely on.
We have helped thousands of public and private companies for more than 35 years. Your dedicated team brings that knowledge to you.
The tools you need.
Our proprietary recordkeeping system manages records at all levels of complexity. Our issuer website and investor portal provide stakeholders with 24/7 account access.
An advisor portal.
Advisors and brokers can access their clients’ accounts, review history and tax information, and print investor statements.
A focus on shareholders.
A focus on shareholders.
We value investor satisfaction as a measure of your success. We deliver clear and prompt support that your investors need.
Security and technology.
Data security, privacy and business continuity are our top priority, so you can be confident that your company and investor information remains secure.
Service beyond the registry.
When you work with Computershare, you join a client community of 15,000 companies around the globe. We are ready to help with your corporate governance and transactional needs.