Succession Planning: Things to Consider When Passing the Torch

by Kate Stephany

I bet you thought this was going to be an article on sponsor succession. Wrong.

Filed Under: Best Practices

Highlights from FactRight's 6th Annual Due Diligence Conference

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

Meet the FactRight Team - Jaydee Lindgren

by FactRight, LLC

For today’s Meet the Team post, we’ll profile Jaydee Lindgren, one of the newest additions to the FactRight team.

Filed Under: About FactRight

How Distribution Waterfall Structures Affect Investor Returns in Private Placements: Part 2

by Gail Schneck

In our last post, we looked at how the nuances of seemingly straightforward distribution waterfalls in private investment programs can materially impact investor returns. 

Filed Under: Due Diligence, Regulation D

How Distribution Waterfall Structures Affect Investor Returns in Private Placements: Part 1

by Gail Schneck

The key attributes of a distribution waterfall that determine investor returns for a private investment program might appear self-evident on first blush. However, they are open to misinterpretation on closer inspection. In this post, we’ll walk through a few of the most important structural[...]

Filed Under: Due Diligence, Regulation D

FactRight Hires Kevin Kirkeby to Meet Growing Demand for Alternative Investment Due Diligence

by FactRight

FactRight, LLC (FactRight), an expert diligence, support and training solutions service for firms and advisors looking for greater success with alternative investments, announced today that Kevin Kirkeby has joined the company as FactRight’s tenth analyst.

Filed Under: About FactRight

Three Ways to Stay Informed on Alternative Investments

by Leah Berend

We’re excited to announce the launch of FactRight’s newenhanced Report Center website 

Filed Under: Due Diligence, Best Business Practices

What FactRight's Reading

by FactRight, LLC

Are you looking for a page turner for your summer getaway? Perhaps a resource to help deepen your financial or business acumen? We surveyed our staff on what they’ve recently read or are currently digesting, whether they pertain to alternative investments or not. Read on for our recommendations[...]

Filed Under: About FactRight

Interact with FactRight's DST Database

by Brandon Raatikka

In the past, we’ve covered key metrics from the Delaware statutory trust investment programs we’ve reviewed for clients over the past several years. Today, we’re excited to post our most current DST fee and program data in an interactive format.

Filed Under: Due Diligence, DSTs

The IPA's Latest Conversation on DST/1031 Investment Programs

by Brandon Raatikka

 

Filed Under: Due Diligence, DSTs