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
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...
Understanding CRE Sponsors
In commercial real estate (CRE) projects, several key parties are involved, with the sponsor—usually the General Partner (GP)—playing the most pivotal role....
Industry Trends
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...
Airbus A330 Aircraft for Teardown and Parts Resale
Carofin and Blu Miles announce a new aviation investment vehicle to finance the acquisition of an Airbus A330 aircraft for teardown and parts resale. BREVARD,...
Company Analysis
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...
Be Prepared: An Essential Guide To Private Investing
“Be Prepared” is the Boy Scouts’ official motto. It was constantly drilled into my 11- to 18-year-old brain over 50 years ago as we planned our troop’s many...
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
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”...
EXPERT COLUMNS
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...
Liars Aren’t Trustworthy — Surprise!
Our parent company has decades of experience structuring private credit for investors, so we sourced a few suggestions for those looking to capture high returns by lending money to companies. Several years ago, a small import/export consumer goods company approached...
Considerations for Family Offices in Direct Private Investing
Why Direct Private Investing (DPI)? More and more family offices are including Direct Private Investing in their overall investment portfolio. DPI means investing directly in the equity or debt of a private company (the “issuer”). Thus, the investors have complete...
WHITE PAPERS
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NEWSLETTER
INVESTMENT TERMS
In the interest of accessibility, here are some terms that any investor should be familiary with.
