We are grateful to everyone who helped make this year’s FactRight Due Diligence Conference held last week our biggest and best yet!
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[...]
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.
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[...]
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[...]
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[...]
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[...]
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.
A few months ago, we wrote that Regulation A was at a crossroads—SEC qualification activity of Reg A+ deals was at an all-time high, and while regulators were tinkering with ways to increase use of the exemption, issuer scandals were calling Reg A+’s long term viability into question.
Filed Under: Regulation A+
Over the last few years, FactRight has reviewed a number of investment programs that offer investors a mining or conservation easement strategy. Specifically, investors could elect to cause the investment program to mine an underlying property for minerals, such as granite or limestone, which[...]