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 capital gains? Decide whether you are seeking to generate income or capital gains from your CRE investment. This decision will help...
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,...
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 investment in a rural Targeted Employment Area (TEA). Most such investments are made in New Commercial Enterprises (NCEs). To meet USCIS requirements, each NCE must create and sustain at least 10 permanent, full-time jobs per investor. ...
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” process managed by a FINRA-registered Broker-Dealer acting as a Placement Agent. Under U.S. law, other than the Issuer, only...
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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