Julie Olsen, CFA, MBA
AREAS OF EXPERTISE
• Publicly-Registered Investments
• Non-Traded REITs
• BDC Market Research
• Ongoing Coverage
• Private Placements
Before joining FactRight in 2021, Julie Olsen spent over a decade providing due diligence to small independent broker-dealers, primarily focusing on non-traded REITs, non-traded BDCs, and Reg D private placements. She brings the broker-dealer long-term perspective along with her analytical, innovative, and continuous improvement mindset to drive quality.
Julie’s financial services career spans a wide variety of experiences that support due diligence and consulting. She gained foundational accounting, tax, and audit knowledge at a top 100 CPA firm, commercial credit analysis skills at a regional bank, and due diligence expertise at the Alliance of Independent Broker-Dealers. At Foothill Securities, she managed the alternative investment product platform, including screening, reviewing, and ongoing monitoring. When Foothill was acquired by Securities America, Julie led communications to support the financial professionals’ transition. She continued in a similar project management role at Advisor Group, leading the communication workstream for several acquisitions and providing executive reporting for the Enterprise Program Management Office.
Julie became a CFA charterholder in 2009 and earned her MBA from the University of Illinois Urbana-Champaign in 2020.
- M.B.A. Strategic Innovation/Business Analytics, University of Illinois Urbana-Champaign
- B.A. Business, Dordt College
- CFA Charterholder
- Member – CFA Institute and CFA Society San Francisco
Recent Blogs from FactRight
- Action Packed Recap from FactRight’s 2024 Annual Due Diligence Conferenceby sarah@factright.com (Sarah Kieser) on October 10, 2024 at 7:14 pm
*Dramatic suspenseful music* Thank you to the 480 industry professionals and wealth managers who ventured to the home of the Batman Building, Nashville, Tennessee for FactRight’s 2024 Annual Due Diligence conference. It was a legendary success, and we, the FactRight staff, are so grateful for your continued support and participation.
- Understanding Master Lease Mechanics in DST Underwritingby Houston Hyde, Mountain Dell Consulting and Brandon Raatikka, FactRight on May 23, 2024 at 8:04 pm
As the DST market has grown over the past several years, the nuances of available programs have proliferated. Given the structural requirements of Revenue Ruling 2004-86, these programs do not behave like traditional real estate investments in certain respects. In our experience working with wealth advisory firms seeking 1031 solutions for their clients, understanding the differences among master lease structures in the market can be a common hurdle. Closely related is how a particular structure may behave differently in various performance scenarios, and how the property underwriting interacts with that structure.
- Highlight Reel from FactRight’s 2024 RIA Spring Due Diligence Conferenceby Kate@FactRight.com (Kate Stephany) on March 13, 2024 at 5:07 pm
With March Madness upon us, what better way to celebrate then to recap some of the shining moments that happened at the FactRight RIA Spring Due Diligence Conference—and what a conference it was!
- Loan Guarantee Fees in Investment Programs: Risk Compensation or Rent Seeking?by kevin@factright.com (Kevin Kirkeby) on November 20, 2023 at 7:53 pm
Company owners and other executives often receive compensation for providing a personal guarantee to a commercial loan their investment program is seeking. The size of this personal guarantee fee varies considerably, as does the level of disclosure. We believe the personal guarantor should be compensated, but it must be commensurate with the risk the guarantor is taking on. Drawing upon FactRight’s experience in reviewing private real estate and other alternative investment programs, this blog post focusses on personal guarantees (rather than corporate guarantees), discusses the typical range of fees, and reviews the factors that influence a reasonable fee amount.
- FactRight Takes Salt Lake Cityby Kate@FactRight.com (Kate Stephany) on September 7, 2023 at 5:11 pm
*Olympic Trumpet flair*