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
This post is your guide to the interval fund market's key 2019 Q1 metrics and what's been impacting them—including natural disasters.
Filed Under: Interval Funds
Last week, the IRS and Department of Treasury released a second round of proposed regulations on investments in qualified opportunity zone funds (QOFs). The proposed regulations clarify requirements that were not addressed in the initial proposed regulations released in October 2018. The IRS and[...]
Filed Under: Real Estate, QOZ Funds
As we continue to review offerings aimed at registered investment advisor distribution, and add more RIAs to our stable of customized consulting clients (read about new partnerships with Independent Financial Partners here and Mirae Asset Wealth Management here), I’ve been asked to compile of[...]
Filed Under: Due Diligence, RIAs, Best Practices