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
Four Steps Financial Planners Can Take to Use Alternative Investments Confidently and Prudently
by Mario Nardone on August 17, 2017 at 9:01 am
Financial planners tend to enjoy (or at least prefer) spending time with their clients, helping detangle and re-organize many facets of their finances, and encouraging them to live enriched and fulfilling lives, to borrow oft-cited adjectives from their corporate missions. Running a holistic practice and maintaining expertise on a broad swath of topics from insurance to taxes can leave little room on their calendars for investment due diligence, yet many advisors lose sleep over whether or not they are fulfilling their fiduciary duty in this aspect of their practice. […]
How to Read a Form 10-K [VIDEO]
by Jacob Mohs on August 15, 2017 at 8:17 pm
Clients frequently ask us how they can make proper use of the wealth of information available in SEC filings. One of the key filings that we use in our due diligence reviews is a Form 10-K, which contains the annual report filed by companies. These documents contain a wealth of disclosures, but there are three sections that are absolutely key to understanding the company and the progress it is making.&nbs […]
What are the Costs of a Low Integrity Environment?
by Kristy Grant-Hart on August 10, 2017 at 6:49 pm
Fines. Loss of share value. Firings. Public shame.&nbs […]
Socially Conscious Due Diligence
by firstname.lastname@example.org (Kemp H. Hanley) on August 8, 2017 at 11:00 am
Socially conscious investing has captured increased buzz recently. Generally, it involves investing in companies that are committed to environmental, social, and governance (ESG) causes, or else avoiding companies that engage in “sin” industries. As can be expected, iShares, Vanguard and others have developed funds that target the socially responsible investor. According to the United States Forum for Sustainable and Responsible Investments, ESG currently captures $1 for every $6 under professional management in the United States. According University of Oxford researchers: […]
How to Use a Due Diligence Report [VIDEO]
by email@example.com (Brandon Raatikka) on August 4, 2017 at 9:17 pm
In this video, Brandon Raatikka walks through how to use a third party due diligence report while evaluating an alternative investment option.&nbs […]
Interact with FactRight's Reg A+ Database
by firstname.lastname@example.org (Brandon Raatikka) on August 2, 2017 at 8:39 pm
According to FactRight's tracking, the SEC qualified 21 Reg A+ Tier 2 offerings in the second quarter of 2017, maintaining a brisk pace by the standards of Reg A+’s relatively short history. Approximately 45% of the 96 Tier 2 offerings qualified since late 2015 (not later withdrawn or used for merger purposes) have been qualified in just the first half of this year. […]
How One Little Accounting Change May Significantly Alter Non-traded REIT Financial Analysis
by Jacob Heidkamp on July 28, 2017 at 10:05 pm
The Financial Accounting Standards Board (FASB) recently updated the definition of a business, which has implications for financial statements and the analysis of REITs. Accounting Standard Update 2017-01, released in January 2017 and effective Q4 2017, creates a framework to evaluate whether a property acquisition is classified as a business combination or an asset acquisition. Companies may elect early adoption prior to Q4 2017, as Griffin Capital Essential Asset REIT II, and Steadfast Apartment REIT III (STAR III) have already done. […]
6 Implications of Rising Interest Rates on Real Estate Investments
by email@example.com (Scott Smith) on July 25, 2017 at 9:51 pm
Rising interest rates do not automatically result in lower real estate values or dividends. Rather, how rates affect real estate returns is complex and depends upon a myriad of factors. Property performance trends have been historically resilient during times of rising interest rates.&nbs […]
What is Real Estate Due Diligence?
by firstname.lastname@example.org (Scott Smith) on July 21, 2017 at 6:46 pm
Many investors approach the real estate due diligence process less seriously than they should. Even sophisticated investors can be guilty of doing this. Broker dealers and registered investment advisors can help protect impulsive (or know-it-all) clients from themselves by becoming more informed about the importance of doing due diligence before investing in real estate ventures.&nbs […]
How to Get the Most Out of Onsite Visits [VIDEO]
by email@example.com (Chari Graham) on July 19, 2017 at 8:30 pm
At FactRight, we believe that onsite visits are critically important to our due diligence process. That is why we conduct an onsite visit in virtually all of our due diligence projects. Luckily, there are steps you can take to ensure an effective onsite visit. […]