The Carofin Knowledge Base
LIBRARY
EB-5 Considerations
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...
A Century-Old Solution: Manufactured Housing
Henry Ford believed that a growing industrial economy required more than transportation. It required affordable, dependable homes that could be built at...
Investor Support
Beyond Stocks and Bonds: The Case for Collectibles
In an environment marked by elevated equity valuations, persistent inflation concerns, relatively low yields across traditional fixed-income markets, and...
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...
Industry Trends
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...
Alternative Investments: Lot-Lease Manufactured Housing
In today’s investment environment, portfolios demand diversification, durability, and inflation protection. Real estate has long served this role, but within...
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...
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...
FEATURED CONTENT
Beyond Stocks and Bonds: The Case for Collectibles
In an environment marked by elevated equity valuations, persistent inflation concerns, relatively low yields across traditional fixed-income markets, and general uncertainty, investors increasingly seek assets that deliver genuine diversification and long-term capital...
EXPERT COLUMNS
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...
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...
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...
WHITE PAPERS
VIDEOS
NEWSLETTER
INVESTMENT TERMS
In the interest of accessibility, here are some terms that any investor should be familiar with.
