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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: Best Business Practices, RIAs

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, Real Estate, DSTs

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

Why Rising Interest Rates Aren't Fatal to Commercial Real Estate Returns

by Brandon Raatikka

It’s understandable that private real estate investors would be sensitive to the relationship between interest rates and commercial property. Cap rates for many asset types are near all-time lows, and the Fed is eyeing more rate hikes in the short term. We share the concerns of many in the[...]

Filed Under: Due Diligence, Real Estate

Sharpen Your Analysis of Programs Involving Conservation Easements

by Russell Putnam

As I’ll describe in this post, I’ve been busy this week helping to educate our clients on how conservation easements work in land investment programs, and I'd like to share some resources that may advance your understanding of these programs. 

Filed Under: Due Diligence, Conservation Easements