FactRight

Due Diligence Reporting

  • Facebook
  • LinkedIn
  • Phone
  • Twitter

Report Center Login >

  • Home
  • ABOUT US
  • Financial Advisory Firms
    • RISK MANAGEMENT SERVICES
    • Report Center
    • Product Coverage
  • PRODUCT SPONSORS
    • Due Diligence Reporting
    • Preparing for FactRight Diligence
  • Resources
    • Report Center
    • FactRight Webinars
    • FAQs
  • Events
  • Weekly Updates
  • FactRight Blog
  • Contact

John Paliotta

John Paliotta

N. John Paliotta

Chief Business Development Officer, Principal

AREAS OF EXPERTISE
• Business Development
• Relationships with BDs and RIAs
• Relationships with Sponsors

Biography

John Paliotta currently serves as Chief Business Development Officer for FactRight. John has nearly 20 years focused on the alts investment industry. Recently he was Vice President Sales Desk Manager for Realty Capital Securities from October of 2011 to December 2016; his responsibilities included oversight of several offices located across the country, managing over 60 internal wholesalers.

Prior to that, from May of 2004 to September of 2011 Mr. Paliotta served with Behringer Harvard as Vice President of Sales. In that role he oversaw the internal sales effort, hybrid wholesalers and was the account manager for several large broker dealers. In 1999 Mr. Paliotta joined Manulife Financial as the Internal Sales Manager for the independent broker dealer channel; his responsibilities included the oversight of 60 internal wholesales.

Education

Mr. Paliotta earned a Bachelor of Science in Business Administration from Oklahoma State University.

Professional Associations and Memberships

  • Member, ADISA 
  • John also holds FINRA Series 7, 63, 65 and 24 licenses.

Recent Blogs from FactRight

  • What a High Home Prices-to-Income Ratio Could Mean for Residential Real Estate Programs
    by steve.s@factright.com (Steve Sims) on January 26, 2023 at 7:18 pm

    Over the past several years, FactRighthas seen a trend in increased demand for residential real estate investment programs (e.g., multifamily, build-to-rent, single family residences).While our offering-level reports provide a market overview at the MSA-level, I wanted to goa few levels higher to the national scale. This blog primarily looks at the relationship of single-family home prices and income in the United States to answer the following question:What are the implications for residentialreal estate programs if housing is overpriced relative to historic norms?  

  • Lapses in Due Diligence and the Collapse of FTX: How Could so Many Have Missed so Much?
    by Jeff.B@factright.com (Jeff Baumgartner) on December 13, 2022 at 9:16 pm

    By now, you may be generally familiar with the recent collapse of FTX, and some of the reasons for its failures are obvious. But by examining FTX side-by-side with perhaps the most infamous investment fraud ever perpetrated, we can discover some keys as to why lapses in due diligence may never be a thing of the past. These two epic failures bear little factual resemblance to one another at first glance, but this post will look more closely at the more transcendent lessons they hold.

  • All Preferred Shares Not Created Equal – Why FactRight Incorporates Scenario Analysis in our Analysis of Preferred Securities
    by kevin@factright.com (Kevin Kirkeby) on November 30, 2022 at 9:21 pm

    It should come as no surprise that the old investment adage about getting what you pay for holds true for preferred stock, too. Despite often being pitched as a bond alternative, especially lately, there are multiple factors beyond dividend yield to consider. Among the features, an investor needs to understand are the liquidity provisions, dividend policy, and preferred shareholder rights. Sponsors tend to get irritable when FactRight stress tests their pro forma model or highlights weak investor protections, dismissing the concerns as implicating scenarios highly unlikely to ever occur. However, sometimes the unlikely or improbable does occur. This post will focus on a real scenario involving several preferred securities that underscores the need for due diligence in these areas.

  • How to Assess Affiliated Transactions in Private Placement Programs
    by kemp@factright.com (Kemp H. Hanley) on October 19, 2022 at 5:37 pm

    Affiliated transactions can be thorny. They raise conflicts of interest and create additional governance challenges and risks. The relative fiduciary duties (or lack thereof) that the manager owes to each side of the transaction complicates the picture. Investors are understandably apprehensive about the conflicts in such deals because there is a higher likelihood that value is being shifted to the affiliated party inappropriately.

  • The 1031 Show Features FactRight's Brandon Raatikka
    by brandon@factright.com (Brandon Raatikka) on September 28, 2022 at 5:00 pm

    One of the most prominent products in the alternative investment space in recent years have been DSTs/1031 Exchanges, which has grown to become an annual $8 billion to $10 billion industry. However, with recent trends in rising interest rates and cap rate compression for many asset classes, due diligence on DST programs in the market has never been more important. With that in mind, FactRight’s chief operating officer (and resident DST expert) Brandon Raatikka joined Ridgegate Financial’s Wallace Smith on the 1031 Show to discuss the importance of 1031 due diligence. The podcast, which you can check out below, covers several topics that broker-dealers and RIAs should consider when evaluating the 1031 space, including the following: The benefits of a third-party due diligence report Trends in the 1031 space An overview of DSTs and key benefits of DST investments Key differences between TICs and DSTs, including the Seven Deadly Sins A primer on 721 UPREITs Areas of focus for evaluating a DST sponsor

Contact

FactRight, LLC

7500 Flying Cloud Drive, Suite 755
Eden Prairie, MN 55344

Call Today: (612) 284-6150
http://www.factright.com/

info@factright.com

FactRight Report Center

Independent risk assessment and third party due diligence reports. Log In >

Looking for Something?

  • Facebook
  • LinkedIn
  • Phone
  • Twitter
  • Home
  • ABOUT US
  • Financial Advisory Firms
  • PRODUCT SPONSORS
  • Resources
  • Events
  • Weekly Updates
  • FactRight Blog
  • Contact

Copyright © 2023 · FactRight, LLC · DISCLAIMER