Passive investing in commercial real estate (CRE) through top-notch sponsors provides investors with current income opportunities, diversification, and potential equity upside that is not correlated to the stock and bond markets. It may provide asset depreciation and tax-deferred exchange as well. It comes in multiple forms and offers unique benefits. One such is multifamily apartments that...
Two fruits. Both are round, but each delivers an entirely different taste sensation and benefits to your palate. In a recent episode of the Direct Private Investments Show, proudly presented to you by Carofin, Matt Brown interviews Bruce Roberts and Garrick Ruiz about the two primary categories of private investments, debt and equity. This article draws upon the interview to help investors to...
The following outlines the different approaches required for Investors to qualify as Accredited Investors under Rules 506(b) and 506(c). As of September 23, 2013, all Investors participating as Accredited Investors in Regulation D, Rule 506(c) and Rule 506(b) Private Placements must verify that their financial status qualifies them as an Accredited Investor. The manner in which they verify...
The following provides a brief review of the SEC Rules defining the manner of offering private Securities to Accredited Investors Regulation D was established by the SEC in the 1980’s to define, more specifically, a manner of privately offering Securities. Most companies issuing private Securities do so by following one of the Rules within Regulation D. Rule 501 created the Accredited...
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.
