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Migration of funds reflects Phoenix American’s superior technology and expertise in administration for alternative funds.


SAN RAFAEL, CA – Phoenix American Financial Services, Inc. (“Phoenix American”) is pleased to announce the onboarding of two additional ARCTRUST Properties, Inc. (“ARCTRUST”) real estate funds.  Phoenix American will now support ARCTRUST, Inc. and ARCTRUST, Inc. Series A Preferred Fund with the company’s state-of-the-art transfer agent system, STAR-XMS, and its industry-leading investor services platform.

ARCTRUST, whose ARCTRUST III, Inc. and Capital Opportunity Zone Fund have been serviced by Phoenix American since 2018, will benefit from consolidating ARCTRUST investment products with Phoenix American’s combination of advanced technology, commitment to customer service and long experience with the unique operational requirements of real estate funds. Phoenix American’s broad range of capabilities including DTCC AIP reporting, compliance services, distribution processing, tax reporting and investor web portal were of particular appeal to ARCTRUST in choosing to migrate their funds to Phoenix American.


About ARCTRUST Properties, Inc.

ARCTRUST Properties, Inc., sponsor of ARCTRUST Inc., ARCTRUST, Inc. Series A Preferred Fund, ARCTRUST III, Inc. and Capitol Opportunity Zone Fund, LP is a private Real Estate Investment Trust (REIT) known as the Maker of Reliable Properties. ARCTRUST specializes in the joint venture development, acquisition and financing of retail net lease properties, multifamily, self-storage and other commercial properties. The REIT’s geographic focus is the New York to Washington DC corridor and Florida, as well as nationwide metropolitan areas with international airports.  ARCTRUST and affiliates have completed more than 500 transactions with an aggregate value in excess of $5 billion. During its more than 35 years of operation, ARCTRUST has received numerous industry awards for its work in the development of commercial properties.

“The efficiency and professionalism of Phoenix American’s forms processing, account maintenance and investor services made the selection of which Transfer Agent to utilize an easy choice,” said Lisa Gunnels, Vice President of Investor Services for ARCTRUST  “Having the ARCTRUST funds housed with one TA simplifies the process for investors as well as advisors as they will only have to view accounts under one portal depending on the fund/funds they are in.”


Advanced Administration Solutions for Alternative Investments

With the ever-increasing sophistication of alternative investment funds and the regulatory compliance they require, advanced and integrated transfer agent and accounting solutions are critical to the success of today’s fund sponsors. For fifty years, Phoenix American has developed and refined the most efficient systems, procedures and back office processes in alternative investments. The STAR-XMS transfer agent system, the most advanced in alternative investments, is the result of Phoenix American’s direct experience as a fund sponsor as well as over twenty-five years of experience as a back office provider to alternative investment funds.

“Phoenix American and ARCTRUST have made great partners for a long time,” said Andrew Constantin, Chief Operating Officer for Phoenix American. “We’re thrilled that they appreciate the value of our services and have brought us their two additional funds. We look forward to continuing our relationship.”


About Phoenix American

Phoenix American Financial Services, Inc. provides back office outsourcing, fund accounting and transfer agent services as well as sales and marketing reporting services to fund companies in the alternative investment industry. Along with its Irish subsidiary, PAFS Ireland Limited, Phoenix American provides managing agent services for asset-backed securitizations in the commercial aircraft and engine leasing industry. The Company is an affiliate of Phoenix American Incorporated along with Phoenix American SalesFocus Solutions. The Company was founded in 1972, has five offices worldwide and is headquartered in San Rafael, CA.

See Campaign: https://www.phxa.com

Contact Information:

Name: David Fisher
Email: dfisher@phxa.com
Job Title: Director of Communications

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