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Opportunity Zones and Tax Deferral

by Scott Saunders

The Tax Cuts and Jobs Act (TCJA) created a new investment vehicle called an Opportunity Zone (OZ) to encourage investment into distressed and low-income communities throughout the United States. The goal of this OZ tax incentive program is to attract taxpayers to invest capital through private[...]

Filed Under: Real Estate, Opportunity Zone Funds

Some Thoughts on DST Program Exits

by Brandon Raatikka

These days, we’re seeing increasing innovation in anticipated exit strategies for DST programs. With real estate values currently hovering near or at record highs, and the expectations that rising interest rates will someday take capitalization rates with them, it’s easy to see why sponsors are[...]

Filed Under: Due Diligence, DSTs

Meet the FactRight Team - Chari Graham

by Scott Smith

For today’s Meet the Team post, we’ll hear from Chari Graham, FactRight’s Chief Operating Officer and tech early adopter. 

Filed Under: About FactRight

RIAs and Alternative Investments Part 2: Types of Firms

by Scott Smith

As we continue to meet with registered investment advisors that want to enhance client service and grow their assets under management through alternative investments, we pick up more critical insights that will help us deliver the right solutions to this group.

Filed Under: Best Business Practices, RIAs

SEC Official Opines on Whether Digital Tokens are Always Securities

by Brandon Raatikka

Recent comments by the Director of the SEC’s Division of Corporate Finance shed light on the agency’s developing approach to deal with the bourgeoning initial coin offering (ICO) and cryptocurrency markets.

Filed Under: Legal and Regulatory, Initial Coin Offerings

Meet the FactRight Team - Scott Smith

by Scott Smith

We’ll continue our Meet the Team blog series by chatting with Scott Smith, president and CEO at FactRight and family man. 

Filed Under: About FactRight

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