The Carofin Knowledge Base
LIBRARY
Investor Support
Multifamily Real Estate Investing
Passive investing in commercial real estate (CRE) through top-notch sponsors provides investors with current income opportunities, diversification, and...
Be Prepared: An Essential Guide To Private Investing
“Be Prepared” is the Boy Scouts’ official motto. It was constantly drilled into my 11- to 18-year-old brain over 50 years ago as we planned our troop’s many...
Industry Trends
Mosaic Distributors (“Chella”) Interview
Josh Greene, Carofin's investment banker, interviews Chella's Founder and CEO, Chris Kolodziejski. Chella is all about enhancing your brows and eyes with...
Carofin Closes $2.5MM in Southeast Blueberry Farm Transaction
BREVARD, N.C., June 29, 2023 -- Carofin and Carolina Financial Securities are proud to announce the closing of yet another investment in a blueberry farm in...
Company Analysis
Be Prepared: An Essential Guide To Private Investing
“Be Prepared” is the Boy Scouts’ official motto. It was constantly drilled into my 11- to 18-year-old brain over 50 years ago as we planned our troop’s many...
A Clearer Path to Private Investing: Carofin’s Unique Approach to Evaluating Issuers
As an accredited investor, you know that direct private investing can be a lucrative way to grow your portfolio. However, with the vast array of investment...
Securities Explained
Understanding Securities Structures in Direct Private Investments
Two fruits. Both are round, but each delivers an entirely different taste sensation and benefits to your palate. In a recent episode of the Direct Private...
Evaluating Venture-Stage Deals
Introduction Deciding whether to invest in a new venture is often challenging due to the many unknowns. In the following article, our CEO, Bruce Roberts,...
FEATURED CONTENT
Multifamily Real Estate Investing
Passive investing in commercial real estate (CRE) through top-notch sponsors provides investors with current income opportunities, diversification, and potential equity upside that is not correlated to the stock and bond markets. It may provide asset depreciation...
EXPERT COLUMNS
Understanding Securities Structures in Direct Private Investments
Two fruits. Both are round, but each delivers an entirely different taste sensation and benefits to your palate. In a recent episode of the Direct Private Investments Show, proudly presented to you by Carofin, Matt Brown interviews Bruce Roberts and Garrick Ruiz about...
What do you mean by “Private Equity?”
Investors are increasingly drawn to alternative investments[i] to make them less vulnerable to market volatility and to achieve “absolute returns” (investment returns more directly tied to the underlying company’s financial performance). Within alternative...
Accredited Investor Verification Guidelines
The following outlines the different approaches required for Investors to qualify as Accredited Investors under Rules 506(b) and 506(c). As of September 23, 2013, all Investors participating as Accredited Investors in Regulation D, Rule 506(c) and Rule 506(b) Private...
WHITE PAPERS
VIDEOS
NEWSLETTER
INVESTMENT TERMS
In the interest of accessibility, here are some terms that any investor should be familiary with.
