FactRight, LLC

FactRight Returns! Day 2 of the FactRight Due Diligence Conference was action packed, featuring alternative investment presentations and more of FactRight's analysis on the the key considerations for those products. The program emphasized education, with panels addressing challenges and opportunities with real estate development programs, and legislative and regulatory matters impacting broker dealers and RIAs. Thanks to all our panelists for sharing their perspectives. The day rounded out with a lively networking reception and exhibition hall highlighting more than 60 presenting and exhibit sponsors.

The FactRight Bat Signal shined bright on the first day of the FactRight Due Diligence Conference as we welcomed almost 480 individuals to the premier source of alternative investment due diligence, including more than 200 wealth managers! Highlights included an update on market conditions, several alternative investment product presentations, FactRight's signature analysis sessions, and a festive reception at the Country Music Hall of Fame and Museum.

Holy Due Diligence, Batman! The FactRight Team headed to Nashville this week, home of the AT&T Batman Building, and the 2024 FactRight Annual Due Diligence Conference. An adventure based on the premier source of alternative investment due diligence awaits!!

The FactRight Due Diligence Conference is just seven weeks away! The event will feature: - Over 25 product presentations featuring a variety of structures and strategies, including REITs, Interval Funds, Private Real Estate, DSTs, QOZs, Oil and Gas, etc. - FactRight’s signature closed-door due diligence sessions with discussion of the material risks and strengths associated with each product presented - Industry-relevant educational panels and presentations focused on market conditions, technology solutions, and regulatory developments impacting Wealth Managers - Networking opportunities with approximately 200 broker dealers, RIAs, and family offices If you’re in the alternative investment industry and would like to join us in Nashville, click here to learn more https://lnkd.in/gQbrWJyv.

Are you looking for some due diligence perspective on alternative investments? On June 27th FactRight Co-President Jacob Heidkamp will be chatting with Y Street Capital's Robby Butler on Professional Due Diligence "The Questions You Don't Ask." Register below to attend this live Webinar.

This week marks the 40th anniversary of Prince’s Purple Rain. ?As the Minnesota Artist said in that film, “Purify yourself in the waters of Lake Minnetonka.” Well, Team FactRight did just that! ??? We took a brief respite from reviewing alternative investments to celebrate the summer solstice with a memorable boat cruise on Lake Minnetonka, welcoming the new season together as a team. It was a fantastic afternoon of camaraderie and enjoying the stunning views! #SummerSolstice #LakeMinnetonka #FactRight

Registration is open for our 2024 Annual Due Diligence Conference in Nashville! Click here to Learn More.

In case you missed our blog post last week on master lease mechanics in DST underwriting, you can now read it on the DI Wire.

Base rent, breakpoints, and excess uncontrollable expenses—DST master lease structures aren’t always easy to fully comprehend. Mountain Dell Consulting’s Houston Hyde and FactRight’s Brandon Raatikka provide the keys to unlock a new understanding of master leases in the context of financial underwriting in our newest blog post. Click below to learn more.

Dearly beloved…we are gathered here today…to get through this thing called alternative investment due diligence! The FactRight team recently completed a site inspection of Paisley Park, Prince’s home and recording studio. Our analysts found that the property had sufficient parking for a Little Red Corvette, noted that rent increases were a Sign O’ the Times, and confirmed that the senior loan does not mature until When Doves Cry. Our review of the income statement showed that the property was operating…in the Purple Rain. FactRight concluded that the investment was suitable for Delirious investors who want to party like it's 1999!