As an indispensable part of FactRight’s operational due diligence, one or two FactRight team members sit down with management face-to-face at their corporate headquarters. Others on the review team may join the meeting via Skype. We could easily cover the content of these interviews by phone or[...]
On July 19, American Finance Trust, Inc. listed on the NASDAQ exchange (under the symbol “AFIN”). Since listing, the shares have traded in a range of approximately $13 to $17 per share., which represents a steep discount to both net asset value (NAV) per share and book value per share[...]
Interval fund AUM growth continues apace. Total interval fund net assets equaled $23.3 billion as of the most recent public filings available at the end of the second quarter, up 48% compared to the prior year, and 9% compared to the prior quarter.
Filed Under: Interval Funds
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[...]
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[...]
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.
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.