The Carofin Knowledge Base

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Multifamily Real Estate Investing

Passive investing in commercial real estate (CRE) through top-notch sponsors provides investors with current income opportunities, diversification, and...

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Company Analysis

Securities Explained

Evaluating Venture-Stage Deals

Introduction Deciding whether to invest in a new venture is often challenging due to the many unknowns.  In the following article, our CEO, Bruce Roberts,...

FEATURED CONTENT

First Principles (#2):  What Opportunity is being pursued?

First Principles (#2): What Opportunity is being pursued?

Consistency is critical in our business. When it comes to investment analysis, this “First Principle” – “What primary business opportunity is the issuer pursuing?” – is the first question successful investors apply in their consistent approach to company analyses....

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EXPERT COLUMNS

Evaluating Venture-Stage Deals

Evaluating Venture-Stage Deals

Introduction Deciding whether to invest in a new venture is often challenging due to the many unknowns.  In the following article, our CEO, Bruce Roberts, expands on the subject, drawing upon his decades of experience working with early stage enterprises. Defining...

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Direct Private Investments: Why Invest in Them?

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...

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Private Placement Investment Considerations

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”...

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NEWSLETTER

INVESTMENT TERMS

In the interest of accessibility, here are some terms that any investor should be familiary with.