A5 REIT Services LLC - A5 REIT Services LLC

Photographs on our website illustrate examples of types of assets that may be held through a private REIT.
Traditional holdings are shown above: hotel, office building and apartments.

A5 REIT Services LLC
45 Rockefeller Plaza
Suite 2000
New York, NY 10111
212.765.0043

About Us

A5 REIT Services LLC provides servicing for preferred shares that are often issued by a private real estate investment trust (REIT) to satisfy the requirement that a REIT have at least 100 shareholders after its first tax year. The shares are offered through A5 Securities LLC, a broker dealer and a member of FINRA and SIPC. Prior to forming A5 REIT Services LLC, Gary Cutson led the REIT tax practice of a “Big 4” accounting firm and worked with many clients and their legal advisers with the practical issues of implementing and operating private REITs. From those experiences, Gary saw opportunities to improve the existing preferred share model for private REITs as well as to provide a more client-service oriented approach in working with sponsors and addressing any unique requirements.

As described in further detail on the following pages, our program delivers several advantages to REIT sponsors and their advisers. The "A5 Advantage" includes, --

multiple options for payment dates of the preferred dividends to minimize administrative burdens;
an attractive cost structure that rewards a long-term relationship;
terms for the preferred shares specifically designed to help avoid "foot faults" with disastrous “preferential dividend” issues;
many years of hands-on experience working through the practical business, tax and operational issues and an appreciation of the sponsor’s perspective;
electronic delivery of offering documents to reduce offering costs and provide rapid execution; and
the client service approach that sponsors expect of their professional advisers in today’s competitive market.

While we do not provide legal or tax advice, you benefit from sharing in our in-depth knowledge from other transactions.

Our program is based upon a thorough understanding of the practical issues of operating a private REIT resulting from years of hands-on experience working through the practical business, tax and operational issues from the sponsor’s perspective.

Securities offered through A5 Securities LLC - Member FINRA/SIPC.
Check the background of A5 Securities LLC on FINRA's BrokerCheck
A5 REIT Services LLC and A5 Securities LLC are separate entities affiliated by common ownership.