I bet you thought this was going to be an article on sponsor succession. Wrong.
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
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
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
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, 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
We’re excited to announce the launch of FactRight’s new, enhanced Report Center website!
Filed Under: Due Diligence, Best Business Practices
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
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
