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Start Now: EB-5 Source of Funds Requirements

Start Now: EB-5 Source of Funds Requirements

by [email protected] | Aug 20, 2025 | (Index) Personal Considerations for Alternative Investments, EB-5 Investment Visas, Featured

For many EB-5 applicants, most delays aren’t investment-related; they happen because key documents are missing or incomplete. Gathering your financial records early can save you months of waiting and stress. In this article, we’ll detail what you need to know to prove...
The Citizenship Game: Investment Visas’ Evolving Landscape

The Citizenship Game: Investment Visas’ Evolving Landscape

by [email protected] | Aug 13, 2025 | (Index) Industry Reviews, Columns, EB-5 Investment Visas, Industry Trends

Investment visa programs continue to evolve as powerful tools for countries seeking capital and for high-net-worth individuals pursuing greater security, mobility, and opportunity. They are reshaping global migration patterns, with over 100 nations having enacted...
Direct Private Investing and Next Gens

Direct Private Investing and Next Gens

by [email protected] | Aug 6, 2025 | (Index) Personal Considerations for Alternative Investments, Columns, Investor Support

A family business’s ethos is ingrained in the next generation from a very young age. However, the patriarch’s unrelated investments often are foreign to them – rarely discussed or understood. Without careful records and a focus on education and transition planning...
Investors Beware — Assessing CRE Risk/Return

Investors Beware — Assessing CRE Risk/Return

by [email protected] | May 28, 2025 | (Index) Personal Considerations for Alternative Investments, Columns, EB-5 Investment Visas, Investor Support

CRE project opportunities, whether you want to get your EB-5 Visa or simply add to your overall investment plan, is like playing chess.  Some “moves” (read: securities or real estate sectors) are riskier than others.  Carofin wants you to be informed in...
Private Placements: Real Estate Investing with Benefits

Private Placements: Real Estate Investing with Benefits

by [email protected] | May 21, 2025 | (Index) Personal Considerations for Alternative Investments, EB-5 Investment Visas, Investor Support

Many individuals invest in real estate directly, but private placement investments furnish advantages not found through other avenues. One advantage is the ability to invest in private placements tailored to your risk profile, investment horizon, and preference for...
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© Copyright 2024 Carofin, LLC. All Rights Reserved

PRIVATE PLACEMENTS ARE HIGH RISK AND ILLIQUID INVESTMENTS. AS WITH OTHER INVESTMENTS, YOU CAN LOSE SOME OR ALL OF YOUR INVESTMENT.

Securities offered through Carofin, LLC. Carofin, LLC and Carolina Financial Securities, LLC are affiliated Broker-Dealers, Members of FINRA/SIPC, and subsidiaries of Carolina Financial Group, LLC. For more information on the services we offer and details associated with such services, please see our Customer Relationship Summary.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Craig Gilmore at 828.393.0088 x 520 and/or [email protected]

The information contained herein is for informational purposes only and is not intended for further distribution. The information does not constitute a complete description of any investment or investment performance. This webpage is in no way a solicitation nor is it an offer to sell securities nor is it advice or recommendation regarding any investment. The information is not directed to any person who is not believed to qualify under the definition of an Accredited Investor under the rules of Regulation D of the 1933 Securities and Exchange Act. No security listed on this webpage or otherwise offered through Carofin, LLC may be purchased without prior receipt of a complete Private Placement Memorandum or other official offers of sale.

Carolina Financial Securities and Carofin only offer one type of alternative investment, those sold as private placements. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance nor should it be interpreted that FINRA, the SEC or any other securities regulator approves of any of these securities. Additionally, there are no warranties expressed or implied as to accuracy, completeness, or results obtained from any information provided on this website. Investing in private securities transactions bears risk, in part due to the following factors: there is no secondary market for the securities; there is credit risk; where there is collateral as security for the investment, its value may be impaired if it is sold.

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