Entity Formation Consulting Services

  • Business Plan Creation
  • Financial Models
  • Engage Securities Counsel
  • Entity Structure Analysis
  • Term Sheets
  • Organization Chart Creation
  • Weekly Zoom Meetings

Accounting, Bookkeeping and Tax Services

Bookkeeping

  • Property Accounting
  • Construction
  • Loan Accounting
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliations

Accounting

  • Fee Calculations and Allocation
  • Calculate IRRs and Performance Metrics
  • Payment of all Fund Expenses
  • Financial Statement Preparation
  • GAAP
  • Track Portfolio Detail

Tax

  • Partnership Returns
  • K-1s
  • 1099s

Investor Servicing

Investor Onboarding

  • Scheduled Investor Calls to Assist with Completion of Paperwork
  • Electronic Subscription Processing
  • Accreditation Verification
  • AML / OFAC / KYC Diligence
  • Form D and Blue Sky Filings

Investor Management

  • Waterfall Calculations
  • Capital Account Statements
  • Account Transfers
  • Custodian Reporting
  • Income (Loss) Allocations
  • Distribution Processing
  • Tax Document Disbursement
  • Ongoing Investor Support

Get In Touch

Verivest pays us to be listed, so there is no fee to connect. Share your loan request, send a simple email, call, or visit their website.

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Verivest is an end-to-end real estate investment platform that provides capital management services, investor services consulting, and accounting & tax services. Verivest helps Sponsors establish credibility with investors quicker by performing critical due diligence up front, shortening the time between courtship and writing a check.

Our exclusive focus on real estate brings institutional quality financial tracking, reporting and technology to non institutional sized funds, syndications and management entities.

The experienced Verivest team provides administration services to open and closed-ended funds, Commercial Real Estate acquisitions, Syndications, Management entities, Distressed Assets and SFR Rental Pools.

Our technology-driven approach delivers quality and timely financial reporting for even the most complex entities, and the transparency your investors require with an elegant and accessible investor portal, reflecting your brand.

Year Established

2013

Office Locations

15350 SW Sequoia Parkway, Suite 198, Portland, Oregon 97224

Services
  • Accounting for Lenders
  • Fund Administration
Real Estate Sectors
  • Residential Investment Real Estate
  • Residential Owner-Occupied Real Estate
  • Commercial Real Estate
  • Private Mortgage Lending
Customer Types
  • Private Mortgage Lenders
  • Wholesale Mortgage Lenders
  • Mortgage Lenders
  • Commercial Mortgage Brokers
  • Commercial Property Investors
  • Commercial Real Estate Brokers
  • Real Estate Developers
  • Residential Mortgage Brokers
  • Residential Property Investors
  • Residential Real Estate Brokers
  • Note Investors
  • Small Business Owners
  • Small Business Lenders

Our Team

Lance Pederson

Managing Director

Get In Touch

Verivest pays us to be listed, so there is no fee to connect. Share your loan request, send a simple email, call, or visit their website.

Stay Informed About Private Lending

Receive our monthly newsletters with valuable insights and industry updates
subscribe-illustration

Contact Verivest

Contact Verivest by whichever method you choose. There is no fee for making contact, they pay us to be listed here. If you submit an email message, it will be sent to the company, and they will reply to you directly. A copy will be saved in our database.