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.

READ MORE