The Carofin Knowledge Base

LIBRARY

EB-5 Considerations

Investor Support

Industry Trends

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

The Allure of Private Securities

With public markets offering fewer listed companies and private strategies often delivering stronger net returns than their public counterparts, many advisors...

FEATURED CONTENT

Aviation’s Yard Sale: Landing on Aircraft Parts

Aviation’s Yard Sale: Landing on Aircraft Parts

Investors considering aviation typically focus on aircraft manufacturers or airlines. Yet much of the industry’s durability and recurring cash flow resides in the aircraft parts and maintenance aftermarket that keeps global fleets flying. This segment of the aerospace...

read more

EXPERT COLUMNS

Operators and Developers: Why Private Placements?

Operators and Developers: Why Private Placements?

Operators and developers of commercial real estate (CRE) who raise capital directly may be missing a valuable opportunity. Engaging an investment banker and broker-dealer may be able to simplify and expedite the process, regardless of the financing tranche needed, by...

read more
The Allure of Private Securities

The Allure of Private Securities

With public markets offering fewer listed companies and private strategies often delivering stronger net returns than their public counterparts, many advisors are adopting a 50/30/20 model in clients’ portfolios, with 20 percent allocated to alternatives. ¹² As this...

read more
4 Steps for Smarter EB-5 Real Estate Investing

4 Steps for Smarter EB-5 Real Estate Investing

For EB-5 immigrant visa applicants, obtaining permanent residency in the U.S. can mean choosing a commercial real estate (CRE) project in which enough jobs are created to meet USCIS requirements, and the project is finished (and your capital is returned) The process...

read more

WHITE PAPERS

VIDEOS

NEWSLETTER

INVESTMENT TERMS

In the interest of accessibility, here are some terms that any investor should be familiar with.