Demystifying the future of real estate fund admin

In the real estate industry, modern technology is more than just a tool of the trade — it’s a whole new tool chest. AI, tokenization, machine learning, and automation have the potential to change the way you do business and improve operations like never before, and next generation real estate managers who crack the code of how to make technologies best serve them will have an edge over their peers.

Enter Verivest. Let us use the power of our innovated culture and deep industry expertise to help you build investor trust through modern reporting capabilities.

30+

years of industry experience
With three decades in the real estate industry, our clients trust that we already know the name and rules of the game.

$2.8B

assets under administration
We currently oversee approximately $2.8 billion in assets, a testament to our ability to help our clients manage their real estate investments.

280+

entities serviced
Across such a broad range of entities serviced, we’ve partnered with clients in handling a diversity of challenges and opportunities.

Meet Our Executive Team

Matt Burk

CEO

Chris DeLap

COO

Amanda Martin

Vice President of Accounting

Nicole Fortine

Head of Customer Success

Kathryn Taylor

Fund Controller, Institutional Funds

Kellen Stevens

Senior Sales Director

Our Story

2013:
The Beginning
Fairway America, Verivest's parent company, creates an in-house accounting division to help manage its funds by delivering fund administration services.
2016:
Sharing Expertise
Matt Burk publishes "Capital Attraction: The Small Balance Real Estate Entrepreneur's Essential Guide to Raising Capital," sharing valuable lessons learned from managing his own fund and working with successful fund managers.
2017:
A New Entity Forms
Fairway America spins out its accounting team as a separate business, called "Redwood Fund Administration" as there was a need for real estate focused accounting. In a market where more funds were launching and growing rapidly, investors were demanding transparency.

“We were essentially the Instagram police and called out fake influencers left, right and centre. It was fun and all, but there is only so many bikini chicks you can look at on Instagram before you start losing your mind.”

Dan, Co-founder and CEO of Lumio

2017:
Supporting Investors
Recognizing some inherent flaws in the marketplace of commercial real estate investments, Redwood begins developing a platform to offer investors a neutral, third-party evaluation process with ongoing monitoring and oversight of investment offerings.

“We were essentially the Instagram police and called out fake influencers left, right and centre. It was fun and all, but there is only so many bikini chicks you can look at on Instagram before you start losing your mind.”

Dan, Co-founder and CEO of Lumio

2020:
A Rebrand
Redwood Fund Administration rebrands as Verivest and dives deep into building technology that better integrates fund administration with the investor experience.

“We were essentially the Instagram police and called out fake influencers left, right and centre. It was fun and all, but there is only so many bikini chicks you can look at on Instagram before you start losing your mind.”

Dan, Co-founder and CEO of Lumio

2024:
Pivoting & Specializing
Verivest moves its fund admin business further upstream to service large fund managers looking to improve and outsource their administrative overhead.

“After this, we both took up golf on during the week and started eating fancy dinners at the local Country Club... Ha. This is not what happened at all. We suck at golf and love eating Guzman Y Gomez.”

Adam, Co-founder of Lumio

Today & Beyond
Verivest integrates modern technology, including AI and tokenization, into its accounting and data management processes, positioning itself as a premier choice for real estate fund managers who seek a best-in-class fund administration solution.
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Verivest is not a law firm, registered investmentadvisor, or tax preparer, and it does not provide legal or investment advice or tax filing services.
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