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How We Help RIAs Offer Alternative Investments to Clients - A Case Study

by Scott Smith

Recently, we took a look at how FactRight is helping Kalos Financial, a broker dealer active in alts, with its due diligence and compliance needs related to 1031 exchange programs. Today, we’re share another brief case study of an RIA that needed critical help in creating an alts platform under[...]

Filed Under: Due Diligence, Best Practices, RIAs

How We Can Help Clients with 1031 Due Diligence - Kalos Case Study

by Scott Smith

Our clients are well acquainted with the third party due diligence we produce on alternative investments and their sponsors. And what we do there is easy to explain, because it results in a tangible report made up of independent research, findings, and conclusions of risk that BDs and RIAs use[...]

Filed Under: Due Diligence, Best Practices

Large Asset Managers Continue to Dominate Interval Fund Market

by Jacob Mohs

Interval fund asset growth accelerated slightly in 2018Q3. Total interval fund net assets equaled $26.2 billion as of the most recent public filings, up 50% compared to the prior year, and 13% compared to the prior quarter.

Filed Under: Interval Funds

8 Important Questions Answered by Proposed Regulations on Qualified Opportunity Funds

by FactRight

Last week the Department of Treasury released highly-anticipated proposed regulations on investment in qualified opportunity zone funds (QOFs), a creature of the new Section 1400Z-2 of the Internal Revenue Code, enacted as part of 2017’s Tax Cut and Jobs Act. Investment into QOFs are to provide[...]

Filed Under: Qualified Opportunity Funds

Thank you for Making FactRight's Annual Conference A Success

by Jessica Ryan

We are grateful to everyone who helped make this year’s FactRight Due Diligence Conference held last week our biggest and best yet!

Filed Under: About FactRight

The Alternative Investment Imperative for RIAs

by Daniel Wildermuth

Advisory practices of all types have been growing steadily over the past several decades through applying various practice approaches and structures that emphasize their fiduciary responsibility to act in the best interest of the client. As fiduciaries, most advisors have utilized primarily or[...]

Filed Under: RIAs, Best Business Practices

Addressing Environmental Risk for DSTs and Other Real Estate Offerings

by Brandon Raatikka

Assessing potential environmental issues is critical piece of due diligence for any prospective investor in real estate, given the potential liability exposure. Yet, environmental issues can often present the most complex and misunderstood aspects of a real estate transaction.

Filed Under: Due Diligence, DSTs, Real Estate

Is the Conservation Purpose Protected in Perpetuity?

by Russell Putnam

Under the Internal Revenue Code, to be deductible, a conservation easement must be made exclusively for conservation purposes, which requires that the conservation purpose of the easement must be protected in perpetuity. This means that restrictions on the use of the property will run with the[...]

Filed Under: Due Diligence, Conservation Easements

Dr. Glenn Mueller's 2Q Real Estate Cycle Monitor

by Dr. Glenn Mueller

With FactRight’s annual conference just around the corner, we thought we’d tease some of this year’s content by posting the latest real estate analysis from conference speaker Dr. Glenn Mueller. We’re excited for Dr. Mueller to share his insights with this year’s attendees. Dr. Mueller is[...]

Filed Under: REITs, Real Estate, Market Research

Peer Comparisons for Non-traded REITs and BDCs

by Kemp H. Hanley

One of the most common lines of inquiry we get from clients is how particular investment programs they have, or may be considering for their platform, stack up against similar programs, or more broadly, of all of the alternative investment options of a particular class or type, which ones[...]

Filed Under: REITs, BDC's