How Fed Policy Is Distorting Asset Prices and Alternative Investments

by Jeff Baumgartner

The Federal Reserve is sitting on a massively bloated balance sheet, and all major asset markets—stocks, bonds, alternative offerings, and real estate—are long overdue for a massive correction. That was the thinking of many in early 2020, when the size of the Federal Reserve’s balance sheet[...]

Filed Under: Due Diligence, Best Practices

Top Five Ways to Gain an Edge in DST Due Diligence

by Brandon Raatikka

If you seek to provide your clients with DST investment opportunities, I don’t have to tell you how much of a challenge it can be to identify and properly assess a program before it is fully reserved.

Filed Under: Due Diligence, DSTs, Best Practices

Art: An Asset Class

by Gavin Aydt

Art. Is it just for eccentric billionaires or is it an asset class we can all be excited about? There are clearly people in the world with questionable taste and a lot of money—how else can you rationalize the sale of Peinture (Etoile Bleue), by Joan Miro, shown below, for $36.9 Million?

 

 

Filed Under: Alternative Investments

Highlights from FactRight's 7th Annual* Fall Due Diligence Conference

by Kate Stephany

*Technically, it's been eight years since our first fall conference on September 28th, 2014, but due to the monotony that was daily life in 2020, and that we didn't have a fall conference that year, and my brain thinks 2019 was last year. Oh, not you? Just me? Well then.

Filed Under: Due Diligence

Evaluating Alternative Investments - Is Chasing Yield Really Worth It?

by Gail Schneck

In today’s low interest rate environment, the search for yield is driving an increasing number of investment decisions. However, higher yield options are somewhat limited in more liquid investments, such as rated bonds or stabilized stocks or mutual funds, causing investors to seek out other[...]

Filed Under: Due Diligence, Best Business Practices

Private Placement Due Diligence: Key Questions To Ask When Evaluating Opportunistic Funds

by Russell Putnam

The economic fallout and reduction in travel caused by the COVID-19 pandemic have caused significant dislocation within the hospitality sector. In doing so, this has created opportunities for investors to acquire hotel investments from distressed sellers and lenders at attractive prices. Over[...]

Filed Under: Due Diligence, Qualified Opportunity Funds

Top Five Attributes of a Successful Alternative Investment Sponsor

by Kemp H. Hanley

During my tenure at FactRight, we have conducted operational due diligence on more than 150 alternative investment sponsors. Some have been very large, some very small, and many in between. I consider myself very fortunate because I enjoy the work. I enjoy getting to know the people, learning[...]

Filed Under: Due Diligence, Best Business Practices

Private Placement Due Diligence: Your Guide to 506(b) vs. 506(c)

by Kate Stephany

If you are thinking about putting an investor in a private placement one of the first questions you should ask is:

Filed Under: Due Diligence, Best Business Practices, Regulation D, Private Placements

What's in FINRA's 2021 Examination and Risk Monitoring Program Report That Could Impact Your Firm's Private Placement Offerings?

by Lynn Lawson

Lynn Lawson, Esq. is the founder of Advertising Regulatory Consulting, LLC, which provides advertising and marketing guidance to broker-dealers, registered investment advisors, product sponsors, and financial services industry associations. Prior to starting Advertising Regulatory Consulting,[...]

Filed Under: Due Diligence, Best Business Practices

Key Due Diligence Considerations for UPREIT Exit Transactions for 1031 DST Programs

by Brandon Raatikka

Many sponsors of DST programs are including section 721 UPREIT options in their potential exit strategies. Several factors are likely contributing to this evolution.

Filed Under: Due Diligence, REITs, Real Estate, Best Business Practices