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, private placements. This shift reflects the evolving dynamics of public and private markets, the growing scale and performance of...
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 permissible within the EB-5 program. One guarantee that is explicitly prohibited is a return on investment. Under EB-5 regulations,...
Investing in a project within a targeted employment area (TEA) offers two primary advantages for EB-5 investors: a lower investment threshold of US $800,000 AND priority processing of Form 1-526E for rural TEAs by the USCIS. As of March 15, 2022, only the USCIS may determine whether an area qualifies as a TEA, based on its location. Two critical factors are considered: whether the project is...
We get calls every week about another alternative investment opportunity. Maybe you do, too. Before investing in alternative investments, it might help to understand certain limitations and challenges in doing so. Complexity of Alternative Investments: Alternative investments are not cookie-cutter securities. Yes, on the surface, they might appear similar. But each offering can be complex on...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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