The Carofin Knowledge Base
LIBRARY
EB-5 Considerations
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:...
Private Placements: Real Estate Investing with Benefits
Many individuals invest in real estate directly, but private placement investments furnish advantages not found through other avenues. One advantage is the...
Investor Support
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:...
Private Placements: Real Estate Investing with Benefits
Many individuals invest in real estate directly, but private placement investments furnish advantages not found through other avenues. One advantage is the...
Industry Trends
Ray Dalio on Tariffs, Global Risks, and Implications for Private Investors
Ray Dalio, founder of Bridgewater Associates, appeared on Meet the Press on April 13, 2025, to share his views on the current economic environment and...
RIAs and Private Placements: A Flourishing Investment Category
The traditional asset allocation model that Registered Investment Advisors (RIAs) have followed since the mid-twentieth century is undergoing a profound...
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
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: securities or real estate sectors) are riskier than others. Carofin wants you to be informed in advance before...
EXPERT COLUMNS
Private Placements: Real Estate Investing with Benefits
Many individuals invest in real estate directly, but private placement investments furnish advantages not found through other avenues. One advantage is the ability to invest in private placements tailored to your risk profile, investment horizon, and preference for...
3 Critical Measurements in Hospitality Investments
Investing in hospitality real estate requires a sophisticated grasp of key performance indicators, or KPIs. Three critical metrics offer insights into a hotel’s financial health and operational efficiency: Average Daily Rate (ADR), Occupancy Rate, and Revenue per...
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 opportunities available, how do you know which ones to choose? At Carofin, an investment bank, we take a...
WHITE PAPERS
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NEWSLETTER
INVESTMENT TERMS
In the interest of accessibility, here are some terms that any investor should be familiary with.
