Phoenix American Announces New Client Partnership with Real Estate Fund Sponsor Bonaventure
July 8, 2021
We are excited to announce our latest client partnership with a leading real estate investment firm Bonaventure!
SAN RAFAEL, Calif., July 8, 2021 /PRNewswire/ — Phoenix American is pleased to announce its new client partnership with real estate investment management firm Bonaventure. Phoenix American will support Bonaventure with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system as well as integrated fund accounting services. Bonaventure will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of real estate investment funds.
Customized Back-Office Services
“We selected to partner with Phoenix American for their customized suite of solutions,” said Dwight Dunton, Bonaventure Founder and CEO. “Their advanced technology and financial reporting capabilities complement our approach to investor relations.”
Located in Alexandria, VA, Bonaventure is a fully integrated real estate investment management firm focused on multifamily and senior housing properties that deliver superior return on investment for all parties. With over $2.25 billion in transactions, $500 million worth of HUD loans, and over 6,000 units owned, Bonaventure brings expertise, intuition, and creativity to the investment process. The company offers a full suite of investment capabilities as a transaction specialist in multifamily and senior housing. Phoenix American will onboard a series of legacy Bonaventure funds as well as support new fund offerings.
Disclosures
The article is for informational purposes only and not intended to be all-inclusive and may be changed at any time without notice or obligation to update. This article does not constitute tax, legal, or financial advice. Bonaventure does not provide tax, legal, or accounting services. Tax laws and regulations are subject to change, and individual circumstances vary. Investors should consult their own tax advisor, attorney, or qualified intermediary regarding their specific situation before pursuing any of the strategies discussed. Forward-looking statements may be influenced by a variety of factors, many of which are beyond the control of Bonaventure and could cause the actual outcomes to be materially different from what is projected. Past Performance is not indicative of future results.
Investments in the shares involves a high degree of risk that prospective investors should carefully consider before investing. The investment is for Accredited Investors who have the financial ability and willingness to accept the risks and lack of liquidity inherent in an investment in the shares. There can be no assurance that investment objectives will be achieved or that investors will receive a complete return of their capital. This material is not an offer to sell or a solicitation of an offer to buy any interest in any fund sponsored by Bonaventure or its affiliates. Any offering is made only pursuant to a confidential private placement memorandum (PPM) and related offering documents, which should be reviewed in full and which control in the event of any inconsistency with this material. Share interests are not registered under the Securities Act of 1933 or any state securities laws, and Bonaventure offerings are not registered under the Investment Company Act of 1940.