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Why Onsite Visits are Essential for Sponsor Due Diligence

by Kemp H. Hanley

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[...]

Filed Under: Due Diligence

Meet the FactRight Team - Brandon Raatikka

by Brandon Raatikka

For today’s Meet the Team post, we’ll profile Brandon Raatikka, FactRight’s resident historian.

Filed Under: About FactRight

Notes on American Finance Trust's Trading Activity

by Jacob Heidkamp

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[...]

Filed Under: REITs, Real Estate

Interval Fund Market - 2Q 2018 Update

by Jacob Mohs

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

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