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

Wildfires Impact Interval Funds : A 2019 Q1 Update

by Jacob Mohs

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

Second Round of Regulations Add Some Clarity Around Qualified Opportunity Fund Investments

by Russell Putnam

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

Our Best Insights on RIAs and Alternative Investments

by Scott Smith

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

Effectively Assessing Sponsor Prior Performance: Part 2

by Kemp H. Hanley

In a previous post, we looked at the challenges in assessing a sponsor’s track record, and regulatory and industry approaches to promoting consistent and accurate prior performance information. Today, we’ll discuss strategies for how to interpret sponsor track record information, including what[...]

Filed Under: Due Diligence, Best Practices

Effectively Assessing Sponsor Prior Performance: Part 1

by Kemp H. Hanley

Ultimately, an assessment of an investment sponsor’s track record is about answering the question, has the sponsor done what they said they were going to do? This straightforward inquiry sounds like it should inspire an equally simple answer. 

Filed Under: Due Diligence, Best Practices

How RIAs Warming to Annuities Could Be a Positive Sign for Distribution of Alts

by Scott Smith

The other day, I was reading an article on RIABiz that’s worth discussing here on FactRight’s blog, as it hits on themes that are analogous to alternatives investments, even though it’s not an article about alternatives at all.

Filed Under: RIAs

Reg A+ Quarter 4 Overview: Waiting for Legislative Upgrades

by Brandon Raatikka

After the second quarter posted the lowest number of new issuance qualifications during a quarter since Regulation A was reformed, qualifications bounced back in the third and fourth quarters. Overall, 2018 had the same number of Reg A+ qualifications (not used for merger or other limited[...]

Filed Under: Regulation A+

Interval Fund Market: 2018 in Review

by Jacob Mohs

The interval fund market reached new heights in 2018, setting records for total net assets and new fund launches. This post will examine key metrics from last year that illustrate the growing popularity of the space with managers and investors.

Filed Under: Interval Funds