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
Seven Questions Before Investing in a Private Company
By: Bruce V. Roberts, CEO, Carofin Private markets now capture more capital annually than the public markets. In 2023, private vehicles raised more than $1.3...
The Enduring Value of Fine Art
We live in uncertain times and find more investors are looking beyond stocks and bonds for returns. They find more than financial returns in tangible assets...
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
Seven Questions Before Investing in a Private Company
By: Bruce V. Roberts, CEO, Carofin Private markets now capture more capital annually than the public markets. In 2023, private vehicles raised more than $1.3 trillion in committed capital, compared with about $139 billion raised through public equity issuances,...
EXPERT COLUMNS
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 profitably, are local. For investors, the strength of a self-storage opportunity depends far more on neighborhood-level...
The Enduring Value of Fine Art
We live in uncertain times and find more investors are looking beyond stocks and bonds for returns. They find more than financial returns in tangible assets like fine art and other collectibles. These don’t just hang on walls or sit in display cases. They tell...
Behind the Scenes – Choosing an EB-5 Sponsor
Do you know who’s behind your EB-5 project? When you invest in U.S. real estate, you’re not just choosing a project, you’re choosing the people, or “sponsors,” who manage it. They work behind the scenes to identify, design, finance, develop, and operate the projects,...
WHITE PAPERS
VIDEOS
NEWSLETTER
INVESTMENT TERMS
In the interest of accessibility, here are some terms that any investor should be familiar with.
