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
Family Offices — Circa 2026
Those who visit Florence cannot help but notice the imprint of its most famous family. More than five centuries after the height of the Renaissance, the...
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,...
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
Family Offices — Circa 2026
Those who visit Florence cannot help but notice the imprint of its most famous family. More than five centuries after the height of the Renaissance, the Medici legacy remains visible in landmarks such as the Bargello Museum, Palazzo Medici Riccardi, Palazzo Vecchio,...
EXPERT COLUMNS
Carofin’s Due Diligence Checklist
When conducting Carofin’s and its affiliate's due diligence on a prospective issuer (and consequent private offering), Carofin’s investment bankers and analysts follow a process that has been codified over the last 30 years. The following Due Diligence Checklist is...
Blue Sky Laws: History and Application to Private Investments
If you’re thinking of crooning “Blue Skies,” you’d be in the right state of mind. That’s because each state has its own state Securities laws, or “Blue Sky” laws, that further protect Investors from Securities fraud. Here’s a brief overview of what those laws do...
Due Diligence for Private Business Investment Opportunities
The following outlines the importance placed upon careful, independent Investor analysis of private market investments. “Due diligence” is a process whereby Investors evaluating a potential investment conduct independent analysis and verification of the information...
WHITE PAPERS
VIDEOS
NEWSLETTER
INVESTMENT TERMS
In the interest of accessibility, here are some terms that any investor should be familiar with.
