As private investment funds expand, managers are outsourcing fund administration to boost efficiency and compliance, relying on specialized firms for essential support.

Our Support Library contains informative articles, step-by-step guides, and FAQs designed to address a wide range of topics for both managers and investors.

Explore SEC’s 2025 examination priorities to ensure compliance, mitigate risks, and seize opportunities in real estate fund management.

Tokenization of real estate funds offers transparency, liquidity, and accessibility, but faces regulatory, technological, and educational challenges.

AI integration in real estate fund administration enhances operations, decision-making, and results, while allowing managers to focus on relationship building and strategy.AI integration in real estate fund administration enhances operations, decision-making, and results, while allowing managers to focus on relationship building and strategy.

As private investment funds grow, managers are outsourcing fund administration to enhance efficiency and regulatory compliance. Specialized firms, known as fund administrators, offer essential operational and administrative support for various types of funds.

The alternative investment industry has struggled with complex, manual processes. The DTCC’s Alternative Investment Product (AIP) platform aims to improve automation, efficiency, and transparency in this sector.

Each of these regulations prioritizes investor protection, intended to ensure that fund managers maintain transparency and fairness in their fundraising efforts.

Understanding and implementing AML, KYC, and accreditation checks are essential for fund managers to protect their investments and maintain compliance with regulatory requirements.

It is important for managers to prepare a quality fund financial model to understand what they expect the fund performance to look like.

Ensure smooth fund reporting by maintaining accurate documentation, having effective communication, and staying updated with IRS regulations.

A fully capitalized fund allows you to seize opportunities, but it takes time to build. Start evaluating markets now to determine if you can establish such a fund.

New managers must understand the distinct profiles of one-deal-at-a-time & blind-pool investors. Raising capital requires a new approach, toolkit, & skills to identify, understand, & appropriately message to these different investors.

Liquidity, capital structure and market cycles greatly affect fund performance. Managers should predict and model downturns, while investors must assess the fund's true dynamics.

Planning a Fund exit strategy needs careful analysis, clear goals, portfolio evaluation, investor communication, and tax consideration.

Creating a fund is more than drafting a PPM; it's understanding its workings, key issues and structure. As a manager, be prepared to confidently raise capital post-launch.

Exploring active vs passive investors, their traits matter for fund managers. We'll discuss individual deals vs blind pool investments.

"Start a 506 Reg D fund now or wait?" There's no ideal time. Don't let life's hurdles stop you from pursuing challenging goals.

For a fund, it is important to design and combine your tactics with the long-term strategy in mind.

Launching a fund is challenging but achievable. Small originators have created profitable funds with the right strategies and integrity.

To be a potentially successful manager, master these 5 key areas: origination, underwriting, asset management, fund administration, and capital raising.

Navigating a growing fund involves stakeholder analysis, financial assessment, risk evaluation, networking, thorough research, and strategic decision-making.

Understanding your K-1 is crucial for tax planning in your fund. With expert help, you can use it to track investment gains, losses and income, and better manage your real estate portfolio.

Maximize portfolio performance: adjust strategies, review costs, monitor assets, stay updated on trends, and collaborate with experts for informed decisions. Grow capital, and control risk.

Raising capital successfully involves trust-building, education, timing, social proof, and compliance with laws. Partnering can provide benefits and better terms.

Boost deal flow with clear strategies, effective evaluations, and strong relationships. Preparation and dedication are key to success.

Effective investment management: understand financial statements, concepts, due diligence, and expert consultation; make informed decisions.