Blueberry Farmer is Anything but Blue Carofin and CFS Announce Successful Financing of Organic Blueberry Farm BREVARD, N.C., June 22, 2022 -- Carofin and Carolina Financial Securities are pleased to announce the firm has successfully raised $2.2M in Participating Preferred Membership Interests for Berry Capital Management, an SPV which provided working capital for a 400-acre organic blueberry...
CFS and Carofin are pleased to announce that they have advised in the placement of $5M for Leste 5P Multifamily US Feeder, LP. Issuer: A real estate limited partnership formed for the purpose of investing in the acquisition of a portfolio of five multifamily apartment properties in Texas and the Southeast U.S. (Website). Opportunity: To invest alongside an experienced sponsor in five Class B/B+...
March 2022 For anyone who thinks that Putin’s invasion of Ukraine represents an isolated incident -- simply a despot extending his buffer zone – rather than a global threat, think again. The next Cold War has begun. A word of caution: the following is a summary from one of Arthur Bavelas’ Family Office Insights webinars that took place on March 17, 2022. The two presenters offer a...
The CARES Act passed in 2020 as a source of relief through liquidity for small businesses or individuals and kept many businesses afloat throughout the height of the pandemic. The SBA (Small Business Administration) has acknowledged that businesses are still struggling with the logistical fallout and changes in consumer behavior, so Carofin will continue to be a resource for the...
This is an interview by Nash Roberts, Carofin’s Vice President of Sales and Syndication, with Janine Firpo, author of “Activate Your Money” and investor in Carofin offerings. In it, Janine shares her ongoing personal journey to align her investment portfolio with her values and make a difference in this world. Key Takeaways: Challenge your worldview by juxtaposing it with very different...
How have different business sectors performed? Last month I reviewed how COVID-19 has affected us personally in our priorities, physical distancing, personal responsibility, etc. I share below how different business sectors have performed according to our research (Googling, really). As before, I’m using the “star system” to rate my predictions - 1 star = NOT, 3 stars = TBD, 5 stars = Score!...
This past March, as COVID-19 was beginning to sucker-punch both the world economy and each of us at the most personal level (our physical survival), I began to offer my thoughts regarding societal influences and investment themes created by our new pandemic-dominated world. Many kindly expressed their appreciation for what, on balance, was meant to be a more forward-looking and constructive...
Vital – Absolutely necessary, essential Capital – Money used for a particular purpose After 25 years supporting financially under-served small to medium-sized American businesses through discrete private financings, we’ve honed the summary description of our businesses to: Meaningful Investments – Vital Capital Last month I addressed what Carofin means by Meaningful Investments. Here I’d like...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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