Alternative Investment Categories

14 May 2018·

Below is a listing of the various categories of private Alternative Investments which comprise Carofin Offerings:

CategoryDescriptionTargeted Investment Characteristics
Structured Fixed IncomePromissory Notes supported by Collateral having liquidation value projected to exceed the Principal and interest associated with the NotesCurrent income
Venture EquityEquity issuance by young companies which have not generated positive Operating Cash Flow. These companies have significant projected growth and valuable patents and other intellectual property. Industries include life science and information technologies.Very significant capital gains, 40%+ IRR
Private EquityGrowth or restructuring Capital for companies which have Positive Cash Flow, typically in non-tech industry sectors, though with steady projected growth.Strong capital gains, 30%+
Project EquityEquity to finance a specific property. Project construction and subsequent operating risks are the primary risks associated with project finance. Strong current income after construction (12%+) w/ capital gain potential, 25%+ IRR
Real Estate EquityFinance of new properties or refinance of existing properties. Often the purchase of distressed real estate is involved.Strong current income after construction (12%+) w/ capital gain potential, 25%+ IRR
EnergyOil and natural gas development, transmission/transportation or refining. Can be debt or equity financing.Strong current income after construction (12%+) w/ capital gain potential, 25%+ IRR

For more detail regarding either debt or equity Offerings, please read “Private Placements: Debt Investment Overview,” or “Equity Investment Basics.”