The Carofin Knowledge Base
LIBRARY
EB-5 Considerations
When an EB-5 Project Encounters Financial Distress
A Practical Perspective for Investors and Advisors EB-5 investors make substantial commitments by investing capital in a U.S. business or real estate...
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...
Investor Support
The Move to Rural EB-5 Investments
If you are thinking about making an EB-5 investment, you may have noticed that many of them focus on real estate: large hotel projects, apartment buildings,...
Self-Storage: A Smart Place to Invest
For accredited investors, we believe that self-storage facilities should be a part of any diversified real asset portfolio. Its low correlation with stocks...
Industry Trends
Evaluating a Self-Storage Investment
Self-storage succeeds because it solves everyday needs tied to how people live and move. But those considerations, and the opportunity to solve them...
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...
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
When an EB-5 Project Encounters Financial Distress
A Practical Perspective for Investors and Advisors EB-5 investors make substantial commitments by investing capital in a U.S. business or real estate project to secure their visas. They pursue permanent residency while making private investments that carry the...
EXPERT COLUMNS
Understanding Investment Risks in Direct Private Investments
On a recent episode of the Direct Private Investments Show, we dove into a discussion with industry experts, Bruce Smith and Josh Greene, examining some of the risks associated with private placements. From investment-related risks to industry risks, management...
Direct Private Investments: Why Invest in Them?
Investing directly in private companies can give you more control over your investments, help small businesses across the nation, and add balance to your traditional investment-heavy portfolio. And it might also provide tax benefits. Here are two things I hope you...
WHITE PAPERS
VIDEOS
NEWSLETTER
INVESTMENT TERMS
In the interest of accessibility, here are some terms that any investor should be familiar with.
