The Carofin Knowledge Base
LIBRARY
EB-5 Considerations
Can an EB-5 Investment be Guaranteed?
Some promises, we hope, are for forever. However, when it comes to a “guaranteed return” on an EB-5 investment, the answer depends on the specifics of the...
Job Creation: What an EB-5 Investor Should Know
Many EB-5 investors seeking to speed up their Green Card process are aware of the priority processing available for I-526E petitions through a $800,000...
Investor Support
Real Estate — Historical Returns and Investment Benefits
Investing in commercial real estate through a private placement is well worth considering for most high-net-worth individuals once you have reviewed the...
Matching CRE Investments to Your Needs
If you're considering adding commercial real estate (CRE) to your portfolio and have chosen to invest through private placements, the following four steps can...
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
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 the potential long-term impact of recent policy decisions, including the Administration’s tariffs. His...
EXPERT COLUMNS
Real Estate — Historical Returns and Investment Benefits
Investing in commercial real estate through a private placement is well worth considering for most high-net-worth individuals once you have reviewed the fundamental differences between categories and applied your appetite for risk to appropriate security structures....
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 within the “capital stack” will help you assess the level of risk you are assuming. Imagine the capital stack as...
Private Placement Investment Considerations
The following provides general background on, and underscores certain risks to Investors associated with, Private Placements. Private Offerings can be purchased directly from the Issuer of the Security during the Offering period or through an agented, “best efforts”...
WHITE PAPERS
VIDEOS
NEWSLETTER
INVESTMENT TERMS
In the interest of accessibility, here are some terms that any investor should be familiary with.
