Posts by Ridgegate Financial
Newsletter | August 2022
A Conversation with Dr. Arthur Laffer | After-Tax Income as Incentive | Wallace Smith, ChFC® I recently had the pleasure of meeting Dr. Arthur Laffer after a talk he gave…
Read MoreThe 3 Things to Look for in a DST Sponsor
Wallace: What are the important things you’re looking at when looking at a sponsor versus an offering? Brandon: Well, I would say sponsored due diligence is really critical and it’s…
Read MoreWhat is Due Diligence? Why is it Important?
Wallace: Let’s go back to the basics. You know, we’ve talked about it a little bit, but what is due diligence? Why is it important for clients? Brandon: Yeah, so…
Read MoreWhat is a 721 UpREIT?
Wallace: We’ve seen a lot more 721 UPREITs being introduced and available. It’s like any of the big companies are trying to position themselves to have one. Could you talk…
Read MoreThe Key Differences Between TICs and DSTs
Wallace: Can you describe a tenant in common investment, then? I know there used to be a lot of those before the DSTs. Brandon: Yeah, so essentially a tenant in…
Read MoreThe Key Benefits of DST Investments
Wallace: So the key benefits of somebody buying a DST as opposed to buying another property. I know a lot of folks will say, “Well, that’s my property. I know…
Read MoreWhat is a DST? What Kind of Properties Can be in a DST?
Wallace: You know, let’s go over some real basics. Describe what is a Delaware Statutory Trust. Pretty basic question. Brandon: Well, yeah. So, I mean, it’s essentially a wrapper or…
Read MoreWhat’s Happening in the 1031 Exchange Space
Wallace: The DST industry. I mean, we’ve never seen anything like what’s going on right now. I think we should be … We’re projected now to be double, at least,…
Read MoreWhy Do a 3rd Party Report and FactRight’s Process
Wallace: So the due diligence. Almost every product we see out there has a third party report. It’s strange, occasionally one comes through where they haven’t decided to do one.…
Read MoreSpotlight: FactRight and Brandon Raatikka
Wallace: Let’s chat a little bit about FactRight. Can give me some background on the company. Brandon: Yeah. So FactRight is known as a third party due diligence firm. So…
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