FactRight Due Diligence Blog

Shamrocks & Due Diligence: A Recap of FactRight’s 2025 RIA Due Diligence Conference

Action Packed Recap from FactRight’s 2024 Annual Due Diligence Conference

Understanding Master Lease Mechanics in DST Underwriting

Highlight Reel from FactRight’s 2024 RIA Spring Due Diligence Conference

Loan Guarantee Fees in Investment Programs: Risk Compensation or Rent Seeking?

FactRight Takes Salt Lake City

Navigating the Cap Rate Landscape: How Real Estate Cap Rates Relate to Real Interest Rates

FINRA Regulatory Notice 23-08: Building on Regulatory Notice 10-22 to Develop More Robust Due Diligence of Private Placement Offerings

Not All Units Are Created Equal in Broker-Dealer and RIA-Distributed Investment Programs

Highlights from FactRight's 2023 RIA Spring Due Diligence Conference

Due Diligence Considerations: the Continuum from Conflicts of Interest to Alignment of Interests

What a High Home Prices-to-Income Ratio Could Mean for Residential Real Estate Programs

Lapses in Due Diligence and the Collapse of FTX: How Could so Many Have Missed so Much?

All Preferred Shares Not Created Equal – Why FactRight Incorporates Scenario Analysis in our Analysis of Preferred Securities

How to Assess Affiliated Transactions in Private Placement Programs

The 1031 Show Features FactRight's Brandon Raatikka

FactRight's Annual Due Diligence Conference Takes Music City

What is ESG and Where is it Headed?

Evaluating Cap Rates Through a Due Diligence Lens

How Inflation and Interest Rate Increases Could Impact Real Estate-Focused Alternative Investments

A Guide to Understanding Proposed Changes to the QOZ Program

Investment Committee Best Practices for Wealth Managers

Largest Interval Funds - A Due Diligence Guide

Highlights from FactRight's RIA Spring Due Diligence Conference

Inflationary Pressures on Credit-Focused Alternative Investment Programs

Using Non-Listed REIT Metrics: FFO, AFFO, and MFFO Due Diligence

Financial Statement Due Diligence: GAAP Accounting Preferred

Happy Holidays from FactRight!

How Fed Policy Is Distorting Asset Prices and Alternative Investments

Top Five Ways to Gain an Edge in DST Due Diligence

Art: An Asset Class

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

Evaluating Alternative Investments - Is Chasing Yield Really Worth It?

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

Top Five Attributes of a Successful Alternative Investment Sponsor

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

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

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

Highlights from FactRight's 2021 Spring Due Diligence Conference

NFTs: A New Class of Alternative Investments?

Can UPREITs Allow You To Avoid Paying Capital Gains Tax Indefinitely?

At The Center Of It All: The Pro Forma Model

Private Placement Due Diligence - Evaluating Alignment of Interests in Private Investment Programs

Due Diligence Does Not End at the Signing of the Selling Agreement

FactRight's Kathryn Stephany Promoted to General Counsel

Fulfilling Your Fiduciary Responsibility—So You’re Saying There’s a Chance!

FactRight Appoints Gail Schneck CEO, Announces Ownership Changes

Kevin Kirkeby Promoted to Manager

Why Force Majeure is Impacting Alternative Investments to Industry Events

Additional Relief for Qualified Opportunity Funds and their Investors

Multifamily DST Distributions During a Pandemic

Alternative Ramblings: Pandemic Edition, Part 7

COVID-19 and Multifamily Real Estate: May Update

Alternative Ramblings: Pandemic Edition, Part 6

FactRight Webinar: COVID-19 Update on Publicly-Registered Alternative Investments

Qualified Opportunity Funds in a COVID-19 World—Due Diligence, Government Support, and Tiger King

Alternative Ramblings: Pandemic Edition, Part 5

Alternative Ramblings: Pandemic Edition, Part 4

Pandemic is Affecting the Value Proposition for Public Non-Traded Programs

Alternative Ramblings: Pandemic Edition, Part 3

COVID-19 and Multifamily Real Estate: Early Thoughts

Alternative Ramblings: Pandemic Edition, Part 2

Alternative Ramblings: Pandemic Edition, Part 1

Final QOZ Regulations - Better Late than Never

GAAP Performance: What You Need To Know

Succession Planning: Things to Consider When Passing the Torch

Highlights from FactRight's 6th Annual Due Diligence Conference

Meet the FactRight Team - Jaydee Lindgren

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

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

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

Three Ways to Stay Informed on Alternative Investments

What FactRight's Reading

Interact with FactRight's DST Database

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

Wildfires Impact Interval Funds : A 2019 Q1 Update

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

Our Best Insights on RIAs and Alternative Investments

Effectively Assessing Sponsor Prior Performance: Part 2

Effectively Assessing Sponsor Prior Performance: Part 1

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

Reg A+ Quarter 4 Overview: Waiting for Legislative Upgrades

Interval Fund Market: 2018 in Review

Can Vertical Capital Make Its Liquidity Great Again?

Fees and Metrics for DST Offerings in 2018

Qualified Opportunity Zone Investments Explained in One Chart

Top 10 FactRight Blog Posts in 2018

How We Help RIAs Offer Alternative Investments to Clients - A Case Study

How We Can Help Clients with 1031 Due Diligence - Kalos Case Study

Large Asset Managers Continue to Dominate Interval Fund Market

8 Important Questions Answered by Proposed Regulations on Qualified Opportunity Funds

Thank you for Making FactRight's Annual Conference A Success

The Alternative Investment Imperative for RIAs

Addressing Environmental Risk for DSTs and Other Real Estate Offerings

Dr. Glenn Mueller's 2Q Real Estate Cycle Monitor

Peer Comparisons for Non-traded REITs and BDCs

Why Rising Interest Rates Aren't Fatal to Commercial Real Estate Returns

Reg A+ Quarter 2 Overview: High (and Low) Times

Meet the FactRight Team - Brandon Raatikka

Notes on American Finance Trust's Trading Activity

Interval Fund Market - 2Q 2018 Update

Opportunity Zones and Tax Deferral

Some Thoughts on DST Program Exits

Meet the FactRight Team - Chari Graham

RIAs and Alternative Investments Part 2: Types of Firms

SEC Official Opines on Whether Digital Tokens are Always Securities

Meet the FactRight Team - Scott Smith

SharesPost 100 Fund's Sven Weber Talks Late-Stage Company Investment

FactRight Hires John Paliotta, Expands Executive Team

Best Practices for Investment Committees for Alts

DST Due Diligence in a Hot Market

What We’re Learning About RIAs and Alternative Investments

Meet the FactRight Team – Kathryn Stephany

Tangible Drilling Cost Deductions under Tax Reform

Current Insights on Real Estate Sectors

Meet the FactRight Team – Leah Berend

FactRight’s Take on American Realty Capital New York City REIT’s Proxy Proposals

What’s in Your EBITDA?

Get More Out of Property Visits for DSTs and Other Real Estate Programs

Interval Fund Space Becomes More Crowded As It Expands

What FactRight Does for Fun in Minnesota

Find Clarity Around Private Direct Participation Programs

An Unfortunate Reminder of the Importance of Sponsor Succession Plans

Reg A+ at a Crossroads

The Masters: A Customer Experience Unlike Any Other

FINRA Explains Proposed Outside Business Activities Rule In One Graphic

Three Quick Hits from ADISA’s Spring Conference

What Does BDC Modernization Mean for Investors?

First Capital Investment Corp. Director Goes Out in Blaze of Glory

What to Make of Cash Out Transactions in DSTs

Healthcare REITs Hurt by Changing Government Reimbursements

IPA Discussion All About DSTs

SEC Crackdown on Share Class Selection Abuses

Sector Outlooks (Q4 2017) Insights on Real Estate Sectors

SEC and FINRA Examination Priorities and Alts

Typical Fees and Metrics in DST Offerings

Interval Fund Market Update

FINRA Set to Draw a New Line for Hybrid BDs

Institutions Begin to Call on Retail Investor Next Door

Q4 Caps Off Strong Year for Reg A+

Tax Reform’s Effects on Real Estate Investment Programs

Private Placements Explained: Part 5 (Key Risks)

Private Placements Explained: Part 4 (Fees and Expenses)

Private Placements Explained: Part 3 (Public vs. Private)

Not All REIT Leverage Ratios are Calculated Equal

FactRight 2017 Holiday Due Diligence Report

Private Placements Explained: Part 2 (Waterfalls)

Private Placements Explained: Part 1 (Reg D)

Quick Take on UDF’s Claims Against Kyle Bass

Reg A+ Q3 update

Practice Tips on Reviewing Quarterly Filings

Sector Outlooks (Q3 2017): What You Need to Know

Reads on Real Estate Values from NAREIT

The House GOP Tax Bill and 1031 Exchanges

The Predominance of Covenant-lite Loans

Comparing Non-Traded REITs Through MFFO Payout Ratios

Where are They Now? - AR Global Investment Programs

Reads on ICOs from around the web

Make Capital Markets Great Again?

The SEC Regulates Valuation Expert as Investment Adviser

Signs of Fall: Football, Daylight Savings, and Drilling Programs

Can Third Party Evolve Into Your Party?

What Krueger v. Ameriprise Means for Investment Platforms

A Closer Look at Griffin Capital’s BDC/Credit Fund Reorganization

How to Read a Financial Statement [VIDEO]

Highlights from FactRight’s Fourth Annual Due Diligence Conference

Top Considerations for Analyzing Master Lease Structures in DST Programs

The Power of Benchmarking in Due Diligence Reporting [VIDEO]

The New Corporate Trust Formula

What Tibble v. Edison Means for Ongoing Due Diligence

Cybersecurity for Financial Services Firms

Top Insights from FactRight’s 2Q Commercial Real Estate Sector Research

Four Steps Financial Planners Can Take to Use Alternative Investments Confidently and Prudently

How to Read a Form 10-K [VIDEO]

What are the Costs of a Low Integrity Environment?

Socially Conscious Due Diligence

How to Use a Due Diligence Report [VIDEO]

Interact with FactRight's Reg A+ Database

How One Little Accounting Change May Significantly Alter Non-traded REIT Financial Analysis

6 Implications of Rising Interest Rates on Real Estate Investments

What is Real Estate Due Diligence?

How to Get the Most Out of Onsite Visits [VIDEO]

How Reg A+ Opened Doors for the Marijuana Industry

LA Laker Lessons: What the NBA Can Teach Us About Succession Planning

The F Word: How to Meet Your Fiduciary Responsibility

What is an Alternative Investment? [VIDEO]

The Importance of Ongoing Due Diligence for RIAs

Technology Driven Crowd-Capital Formation: From Crowdfunding to Regulation A+

Why Risk Mitigation is Key to an Effective Investment Strategy

Alternative Investment Due Diligence: Beyond the Numbers

Top 7 Alternative Investment Due Diligence Considerations

Understanding and Improving Your Risk Management Process

The Corporate Ethical Culture: Its Place in a Due Diligence Review

Preferred Shares 101: Key Features and Benefits

How Financial Advisors Can Stand Out in a Congested Marketplace

How RIAs Can Take Advantage of Digital Trends

How Financial Advisors Can Attract and Retain the Right Client Prospects

Five Tips to Maintaining a Strong Client/Advisor Relationship

What Financial Advisors Should Know About High Net Worth Investors

Real Estate and Credit in a Rising Rate Environment

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