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Seven Questions Before Investing in a Private Company

Seven Questions Before Investing in a Private Company

By: Bruce V. Roberts, CEO, Carofin Private markets now capture more capital annually than the public markets. In 2023, private vehicles raised more than $1.3 trillion in committed capital, compared with about $139 billion raised through public equity issuances, according to the Preqin Global Private Capital Report 2024. At the same time, privately backed companies vastly outnumber public ones....

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Evaluating a Self-Storage Investment

Evaluating a Self-Storage Investment

Self-storage succeeds because it solves everyday needs tied to how people live and move. But those considerations, and the opportunity to solve them profitably, are local. For investors, the strength of a self-storage opportunity depends far more on neighborhood-level fundamentals than on national trends or industry dynamics. Sound investments in the sector begin with a clear understanding of...

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The Enduring Value of Fine Art

The Enduring Value of Fine Art

We live in uncertain times and find more investors are looking beyond stocks and bonds for returns. They find more than financial returns in tangible assets like fine art and other collectibles. These don’t just hang on walls or sit in display cases. They tell stories, carry cultural weight, and, importantly, also may appreciate over long periods. As global wealth has grown, the collectibles...

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INVESTMENT TERMS

In the interest of accessibility, here are some terms that any investor should be familiary with.