The Carofin Knowledge Base
LIBRARY
EB-5 Considerations
Start Now: EB-5 Source of Funds Requirements
For many EB-5 applicants, most delays aren’t investment-related; they happen because key documents are missing or incomplete. Gathering your financial records...
The Citizenship Game: Investment Visas’ Evolving Landscape
Investment visa programs continue to evolve as powerful tools for countries seeking capital and for high-net-worth individuals pursuing greater security,...
Investor Support
Direct Private Investing and Next Gens
A family business’s ethos is ingrained in the next generation from a very young age. However, the patriarch’s unrelated investments often are foreign to them...
Investors Beware — Assessing CRE Risk/Return
CRE project opportunities, whether you want to get your EB-5 Visa or simply add to your overall investment plan, is like playing chess. Some "moves" (read:...
Industry Trends
Smaller Sells: Strong Returns in Lot-Leased Manufactured Housing
Imagine a real estate investment that aims to deliver strong returns while tackling America’s housing affordability crisis. Lot-leased manufactured housing...
The Citizenship Game: Investment Visas’ Evolving Landscape
Investment visa programs continue to evolve as powerful tools for countries seeking capital and for high-net-worth individuals pursuing greater security,...
Company Analysis
7 Key Questions of DPI
The Direct Private Investments Show https://youtu.be/6-6qAdcHeDc Private investors play a crucial role in providing capital to businesses, supporting their...
What makes a good deal?
Over the years, Bruce Roberts, CEO of Carofin, has evaluated thousands of investment opportunities. He is frequently asked why one gets the thumbs up, where...
Securities Explained
Informed CRE Investing: The Capital Stack
When developers raise capital for a commercial real estate (CRE) project, they rely on multiple funding sources. Understanding where your investment fits...
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...
FEATURED CONTENT
Smaller Sells: Strong Returns in Lot-Leased Manufactured Housing
Imagine a real estate investment that aims to deliver strong returns while tackling America’s housing affordability crisis. Lot-leased manufactured housing (MH) has shed its outdated “trailer park” image to emerge as a high-growth sector attracting both...
EXPERT COLUMNS
Start Now: EB-5 Source of Funds Requirements
For many EB-5 applicants, most delays aren’t investment-related; they happen because key documents are missing or incomplete. Gathering your financial records early can save you months of waiting and stress. In this article, we’ll detail what you need to know to prove...
The Citizenship Game: Investment Visas’ Evolving Landscape
Investment visa programs continue to evolve as powerful tools for countries seeking capital and for high-net-worth individuals pursuing greater security, mobility, and opportunity. They are reshaping global migration patterns, with over 100 nations having enacted...
Direct Private Investing and Next Gens
A family business’s ethos is ingrained in the next generation from a very young age. However, the patriarch’s unrelated investments often are foreign to them – rarely discussed or understood. Without careful records and a focus on education and transition planning...
WHITE PAPERS
VIDEOS
NEWSLETTER
INVESTMENT TERMS
In the interest of accessibility, here are some terms that any investor should be familiary with.
