FactRight specializes in third party due diligence and risk management consulting for the alternative investment community. Our forensic accounting, risk mitigation, and investment professionals are experts in investigating and explaining investment sponsors and their offerings.
Whether you are looking to meet compliance regulations, connect a product to an audience, or just explore the possibilities of alternative investments, our industry expertise will help you build stronger, more valuable client relationships.
A Note from Scott
“When you choose FactRight to be your partner in the alternative investment community, you’ll get best-in-class service from the team who puts relationships first. Our specialized offerings are unique in the industry and have been trusted by successful financial advisory firms for over a decade. We are constantly working to create clarity out of complexity and to provide easy access to the most detailed reports available.
To this end, we’ve recently reworked our entire website; I invite you to look around. I hope you’ll learn something new about us and reach out with any questions or opportunities for us to work together.”
Recent Blogs from FactRight
How RIAs Warming to Annuities Could Be a Positive Sign for Distribution of Alts
by firstname.lastname@example.org (Scott Smith) on March 12, 2019 at 5:07 pm
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. […]
Reg A+ Quarter 4 Overview: Waiting for Legislative Upgrades
by email@example.com (Brandon Raatikka) on February 28, 2019 at 8:48 pm
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 purposes) as last year—75. […]
Interval Fund Market: 2018 in Review
by firstname.lastname@example.org (Jacob Mohs) on February 19, 2019 at 7:00 pm
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. […]
Can Vertical Capital Make Its Liquidity Great Again?
by Jacob Heidkamp on February 4, 2019 at 7:15 pm
Recently, Vertical Capital Income Fund filed a definitive proxy through which the board of directors is seeking shareholder approval for eliminating the fund’s fundamental policy of making quarterly repurchase offers for a minimum of 5% of the total outstanding shares at NAV. This post will explore the implications of such a path, and briefly consider alternatives that might meet shareholder liquidity needs and better preserve shareholder value. &nbs […]
Fees and Metrics for DST Offerings in 2018
by email@example.com (Brandon Raatikka) on January 22, 2019 at 6:43 pm
Real estate-related Delaware statutory trust offerings raised nearly $2.5 billion in 2018, one of the strongest annual tallies in the 1031 retail syndication market’s 15+ year history, according to Mountain Dell Consulting. In the past year, FactRight has reviewed a great deal of these offerings for clients. Here are the medians for key metrics from DST offerings that FactRight saw in 2018: […]