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....
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...
Do you know who’s behind your EB-5 project? When you invest in U.S. real estate, you’re not just choosing a project, you’re choosing the people, or “sponsors,” who manage it. They work behind the scenes to identify, design, finance, develop, and operate the projects, creating jobs and helping protect your capital along the way. While many parties may be involved, the sponsor’s reputation and...
Investing in hospitality real estate requires a sophisticated grasp of key performance indicators, or KPIs. Three critical metrics offer insights into a hotel’s financial health and operational efficiency: Average Daily Rate (ADR), Occupancy Rate, and Revenue per Available Room (RevPAR). Average Daily Rate (ADR) ADR represents the average revenue earned per occupied room over a specific...
The Direct Private Investments Show https://youtu.be/6-6qAdcHeDc Private investors play a crucial role in providing capital to businesses, supporting their growth and innovation. However, choosing the right opportunity can be difficult. Before getting too deep in the weeds in your analysis, Bruce Roberts, CEO of Carofin, an investment bank, recommends using a framework developed over two decades...
Over the years, Bruce Roberts, CEO of Carofin, has evaluated thousands of investment opportunities. He is frequently asked why one gets the thumbs up, where most others he passes on . What characteristics does he look for? In a recent episode of the Direct Private Investments Show, Bruce drew from 28 years of experience, sharing his insights on what makes a “good deal.” The following article,...
“Be Prepared” is the Boy Scouts’ official motto. It was constantly drilled into my 11- to 18-year-old brain over 50 years ago as we planned our troop’s many camping trips in the hills of eastern Kentucky. And it has stuck with me as the starting point for my countless subsequent adventures. I’m now an investment banker who specializes in raising private equity and debt for young companies, a...
As an accredited investor, you know that direct private investing can be a lucrative way to grow your portfolio. However, with the vast array of investment opportunities available, how do you know which ones to choose? At Carofin, an investment bank, we take a unique approach to evaluating issuers that we believe sets us apart from the competition. We call it "The Lane." The Lane is a...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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