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2017 FactRight Due Diligence Conference!

Four Steps Financial Planners Can Take to Use Alternative Investments Confidently and Prudently

by Mario Nardone

Financial planners tend to enjoy (or at least prefer) spending time with their clients, helping detangle and re-organize many facets of their finances, and encouraging them to live enriched and fulfilling lives, to borrow oft-cited adjectives from their corporate missions.  Running a holistic[...]

Filed Under: Fiduciary Rule, Best Business Practices

How to Read a Form 10-K [VIDEO]

by Jacob Mohs

Clients frequently ask us how they can make proper use of the wealth of information available in SEC filings. One of the key filings that we use in our due diligence reviews is a Form 10-K, which contains the annual report filed by companies. These documents contain a wealth of disclosures, but[...]

Filed Under: Due Diligence

What are the Costs of a Low Integrity Environment?

by Kristy Grant-Hart

Fines.  Loss of share value.  Firings.  Public shame. 

Filed Under: Best Business Practices

Socially Conscious Due Diligence

by Kemp H. Hanley

Socially conscious investing has captured increased buzz recently. Generally, it involves investing in companies that are committed to environmental, social, and governance (ESG) causes, or else avoiding companies that engage in “sin” industries. As can be expected, iShares, Vanguard and others[...]

Filed Under: Due Diligence, Best Business Practices

How to Use a Due Diligence Report [VIDEO]

by Brandon Raatikka

In this video, Brandon Raatikka walks through how to use a third party due diligence report while evaluating an alternative investment option

Filed Under: Due Diligence

Interact with FactRight's Reg A+ Database

by Brandon Raatikka

According to FactRight's tracking, the SEC qualified 21 Reg A+ Tier 2 offerings in the second quarter of 2017, maintaining a brisk pace by the standards of Reg A+’s relatively short history. Approximately 45% of the 96 Tier 2 offerings qualified since late 2015 (not later withdrawn or used for[...]

Filed Under: Regulation A+

How One Little Accounting Change May Significantly Alter Non-traded REIT Financial Analysis

by Jacob Heidkamp

The Financial Accounting Standards Board (FASB) recently updated the definition of a business, which has implications for financial statements and the analysis of REITs. Accounting Standard Update 2017-01, released in January 2017 and effective Q4 2017, creates a framework to evaluate whether a[...]

Filed Under: REITs

6 Implications of Rising Interest Rates on Real Estate Investments

by Scott Smith

Rising interest rates do not automatically result in lower real estate values or dividends. Rather, how rates affect real estate returns is complex and depends upon a myriad of factors. Property performance trends have been historically resilient during times of rising interest rates. 

Filed Under: REITs, Real Estate

What is Real Estate Due Diligence?

by Scott Smith

Many investors approach the real estate due diligence process less seriously than they should. Even sophisticated investors can be guilty of doing this. Broker dealers and registered investment advisors can help protect impulsive (or know-it-all) clients from themselves by becoming more informed[...]

Filed Under: Due Diligence

How to Get the Most Out of Onsite Visits [VIDEO]

by Chari Graham

At FactRight, we believe that onsite visits are critically important to our due diligence process. That is why we conduct an onsite visit in virtually all of our due diligence projects. Luckily, there are steps you can take to ensure an effective onsite visit.

Filed Under: Due Diligence, Video