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Informed CRE Investing: The Capital Stack

Informed CRE Investing: The Capital Stack

by [email protected] | Mar 10, 2025 | (Index) Securities Explained, Securities Explained

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...
RIAs and Private Placements: A Flourishing Investment Category

RIAs and Private Placements: A Flourishing Investment Category

by [email protected] | Jan 29, 2025 | (Index) Industry Reviews, (Index) Personal Considerations for Alternative Investments, Industry Trends

The traditional asset allocation model that Registered Investment Advisors (RIAs) have followed since the mid-twentieth century is undergoing a profound transformation.  Alternative assets are edging closer to “core” investments, including within this broad category,...
Matching CRE Investments to Your Needs

Matching CRE Investments to Your Needs

by [email protected] | Nov 15, 2024 | (Index) Personal Considerations for Alternative Investments, Investor Support

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 help guide your decisions:   Step 1: Define Your Investment Objectives: Pursuing current income or...
Can an EB-5 Investment be Guaranteed?

Can an EB-5 Investment be Guaranteed?

by [email protected] | Nov 6, 2024 | (Static Link) EB-5, EB-5

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 situation.  Carofin advises applicants to rely on their immigration attorneys to clarify what guarantees are...
Understanding CRE Sponsors

Understanding CRE Sponsors

by [email protected] | Oct 16, 2024 | (Index) Personal Considerations for Alternative Investments, (Static Link) EB-5, Investor Support

In commercial real estate (CRE) projects, several key parties are involved, with the sponsor—usually the General Partner (GP)—playing the most pivotal role. Gaining a clear understanding of the different types of sponsors and their responsibilities is essential 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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