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SharesPost 100 Fund's Sven Weber Talks Late-Stage Company Investment

by Jacob Heidkamp

As alternative investments increasingly enter the mainstream, retail investors are gaining access to opportunities and investment strategies that traditionally had been available only to institutional investors. We’re reviewing more programs that fit this description for our clients these days.[...]

Filed Under: Interval Funds

FactRight Hires John Paliotta, Expands Executive Team

by Scott Smith

In response to the growing need for improved diligence practices across the alternative investment industry, we’re happy to announce that FactRight has hired John Paliotta to fill the new position of vice president of business development. We created this position to better support small to[...]

Filed Under: About FactRight

Best Practices for Investment Committees for Alts

by Gail Schneck

Through FactRight’s TrueDiligence platform, we help broker dealers and registered investment advisors select best-in-class programs for their alternative investment platforms. We also work with our clients to ensure that they have time-tested processes and procedures in place for when the[...]

Filed Under: Due Diligence, Best Business Practices

DST Due Diligence in a Hot Market

by Brandon Raatikka

After major tax reform spared the 1031 exchange tax deferral treatment for like-kind real estate, the syndicated 1031 market is poised to extend its growth streak. Equity sales of Delaware statutory trust (DST) offerings were nearly $2 billion last year, a 10-year high. According to Mountain[...]

Filed Under: Due Diligence, Real Estate, DSTs

What We’re Learning About RIAs and Alternative Investments

by Scott Smith

For the past couple of weeks, I’ve been on the road with John Paliotta, FactRight’s new vice president of business development. Our goal was to get out in the trenches and meet with registered investment advisors who are actively seeking to incorporate alternative investments into the solution[...]

Filed Under: Best Business Practices, RIAs

Meet the FactRight Team – Kathryn Stephany

by Kate Stephany

We’ll continue our Meet the Team series by chatting with Kate Stephany, securities attorney at FactRight and serious outdoors enthusiast.

Filed Under: About FactRight

Tangible Drilling Cost Deductions under Tax Reform

by Russell Putnam

As we all know, the Tax Cuts and Jobs Act of 2017 constitutes once-in-a-generation tax reform. This legislation amended the Internal Revenue Code, reducing tax rates, increasing the standard deduction, and limiting various deductions. In addition to these much-publicized changes, the law also[...]

Filed Under: Due Diligence, Oil and Gas

Current Insights on Real Estate Sectors

by Caitlin McMahon

Below are a few key takeaways from FactRight’s Q1 2018 U.S. market analyses and commercial real estate research; if you want to learn more, you can download the full-length sector insight reports (retail, industrial, multifamily, healthcare, hospitality, and office) from FactRight’s Report Center

Filed Under: REITs, Real Estate, Market Research

Meet the FactRight Team – Leah Berend

by Leah Berend

FactRight’s team is full of talented people, bringing a diverse set of perspectives to bear on the issues that professionals and their clients confront in the alternative investment space. Over the next several weeks on this blog, we’ll talk to FactRight staff about the roles they play at[...]

Filed Under: About FactRight

FactRight’s Take on American Realty Capital New York City REIT’s Proxy Proposals

by Jacob Heidkamp

American Realty Capital New York City REIT, Inc. (ARC NYC) recently put forth a slate of proxy proposals seeking to amend its charter. Some of the proposals would impact key shareholder protections and rights contained in the charter. FactRight has analyzed these proxy proposals in light of[...]

Filed Under: REITs, Video