AREAS OF EXPERTISE
• Private Placements
• Operational Due Diligence
• Financial Analysis
Matt joined FactRight in 2025 with a primary focus on Sponsor Diligence, Private Real Estate programs, and Tax Advantaged Programs.
Matt entered the independent broker dealer industry in 2012 conducting Diligence on alternative investments for Berthel Fisher and most recently at SFA Partners. He has experience conducting diligence on a full range of alternative investments such as REITs, BDCs, Private Placements, and DSTs, among many others. Matt has worked in the nonprofit fields, the Commercial Mortgage department of a large insurance lender and at a large telecom company. Matt was part of the inaugural IPA Rising Leaders group.
Matt is routinely asked to participate in industry panels and in industry webinars with ADISA, IPA, Blue Vault and many others. He holds the FINRA Series 7, 24, 63 and 65 licenses, as well as his insurance licenses.
Northwest Missouri State University-Bachelors of Arts – Finance.
Recent Blogs from FactRight
- Press Start to Replay: A Look Back at This Year’s Annual Due Diligence Conference
by sarah@factright.com (Sarah Kieser) on September 25, 2025 at 2:46 pm - Shamrocks & Due Diligence: A Recap of FactRight’s 2025 RIA Due Diligence Conference
by Kate@FactRight.com (Kate Stephany) on March 27, 2025 at 6:07 pm - Action Packed Recap from FactRight’s 2024 Annual Due Diligence Conference
by 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 Underwriting
by Houston Hyde, Mountain Dell Consulting and Brandon Raatikka, FactRight on May 23, 2024 at 8:04 pmAs 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 Conference
by Kate@FactRight.com (Kate Stephany) on March 13, 2024 at 5:07 pmWith 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!