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
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
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, or mixed-use developments in growing cities. Those have been the most common choices for years. But these days,...
EXPERT COLUMNS
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 and other commercial properties enhances diversification, while its income generation can help support total...
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...
Accredited Investor Questionnaire
The following form is one of the Private Placement Closing Documents to be executed by an Investor. It certifies that the Investor is Accredited. With a Regulation D “Accredited Investor Questionnaire,” an investor represents to an issuer of securities that the...
WHITE PAPERS
VIDEOS
NEWSLETTER
INVESTMENT TERMS
In the interest of accessibility, here are some terms that any investor should be familiar with.
