Highlights from FactRight's 2023 RIA Spring Due Diligence Conference

by Sarah Thommes

We say this every conference, but we are so beyond grateful to all of you for making this Spring RIA Due Diligence Conference in beautiful Scottsdale, Arizona such a success! With over 350 total attendees, the FactRight staff cannot be more appreciative of your continued support and participation.

Filed Under: Due Diligence, About FactRight

Due Diligence Considerations: the Continuum from Conflicts of Interest to Alignment of Interests

by Julie Olsen

Alternative investments programs involve many conflicts of interest, and offering documents often have an entire risk disclosure section dedicated to this issue. But not all conflicts are the same and vary by product and sponsor. Assessing conflicts really come down to two central questions:

Filed Under: Due Diligence, Best Business Practices, Best Practices

What a High Home Prices-to-Income Ratio Could Mean for Residential Real Estate Programs

by Steve Sims

Over the past several years, FactRighthas seen a trend in increased demand for residential real estate investment programs (e.g., multifamily, build-to-rent, single family residences).While our offering-level reports provide a market overview at the MSA-level, I wanted to goa few levels higher to[...]

Lapses in Due Diligence and the Collapse of FTX: How Could so Many Have Missed so Much?

by Jeff Baumgartner

By now, you may be generally familiar with the recent collapse of FTX, and some of the reasons for its failures are obvious. But by examining FTX side-by-side with perhaps the most infamous investment fraud ever perpetrated, we can discover some keys as to why lapses in due diligence may never be a[...]

Filed Under: Due Diligence, Best Business Practices, Best Practices

All Preferred Shares Not Created Equal – Why FactRight Incorporates Scenario Analysis in our Analysis of Preferred Securities

by Kevin Kirkeby

It should come as no surprise that the old investment adage about getting what you pay for holds true for preferred stock, too. Despite often being pitched as a bond alternative, especially lately, there are multiple factors beyond dividend yield to consider. Among the features, an investor needs[...]

Filed Under: Due Diligence, Best Business Practices, About FactRight, Best Practices

How to Assess Affiliated Transactions in Private Placement Programs

by Kemp H. Hanley

Affiliated transactions can be thorny. They raise conflicts of interest and create additional governance challenges and risks. The relative fiduciary duties (or lack thereof) that the manager owes to each side of the transaction complicates the picture. Investors are understandably apprehensive[...]

Filed Under: Due Diligence, Alternative Investments, Best Practices, Private Placements

The 1031 Show Features FactRight's Brandon Raatikka

by Brandon Raatikka

One of the most prominent products in the alternative investment space in recent years have been DSTs/1031 Exchanges, which has grown to become an annual $8 billion to $10 billion industry. However, with recent trends in rising interest rates and cap rate compression for many asset classes, due[...]

Filed Under: 1031 Exchange, Due Diligence, REITs, Real Estate, Alternative Investments, Video, DSTs, About FactRight

FactRight's Annual Due Diligence Conference Takes Music City

by Kate Stephany

We came, we saw, we diligenced.

Filed Under: Due Diligence, Alternative Investments, About FactRight

What is ESG and Where is it Headed?

by Julie Olsen


Filed Under: Due Diligence, Alternative Investments, Best Practices

Evaluating Cap Rates Through a Due Diligence Lens

by Kevin Kirkeby

I’m going to get this out of the way right now. I don’t know where cap rates will end this year, and certainly can’t predict where they will be in five years or in ten. What I do know is that cap rate compression has provided a notable tailwind to real estate performance for the past several years.[...]

Filed Under: Due Diligence, Real Estate, Alternative Investments, Best Practices