Steve Sims
AREAS OF EXPERTISE
• Private Placements
• DSTs
• Alternative Investment Research
Steve Sims joined FactRight in June of 2022. In his role as an Analyst, Steve focuses on coverage of Delaware Statutory Trust (DST) real estate programs and interval funds.
Steve previously worked as a Due Diligence Analyst with an independent broker-dealer based in Chicago. He is versed in a plethora of investment types but has specialized primarily in DSTs since joining the alternative investments industry in 2020. Above all else, Steve values doing things for the benefit of the investor and striving to ask the “right” questions when conducting due diligence.
- Bachelors in Finance, Loyola University Chicago
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!