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...
Investors considering aviation typically focus on aircraft manufacturers or airlines. Yet much of the industry’s durability and recurring cash flow resides in the aircraft parts and maintenance aftermarket that keeps global fleets flying. This segment of the aerospace economy includes manufacturers, aftermarket distributors, and maintenance, repair, and overhaul providers, all operating under...
In today’s investment environment, portfolios demand diversification, durability, and inflation protection. Real estate has long served this role, but within it, lot-leased manufactured housing communities (MHCs) offer distinct advantages. For family offices and RIAs in particular, they represent a compelling and often overlooked real estate alternative. Manufactured Housing Communities...
Imagine a real estate investment that aims to deliver strong returns while tackling America’s housing affordability crisis. Lot-leased manufactured housing communities (MHC) have shed their outdated “trailer park” image to emerge as a high-growth sector attracting both high-net-worth, family office, and institutional investors. Today, over 21 million Americans live in manufactured homes....
Investment visa programs continue to evolve as powerful tools for countries seeking capital and for high-net-worth individuals pursuing greater security, mobility, and opportunity. They are reshaping global migration patterns, with over 100 nations having enacted legislation and several introducing innovative visa models. As regulatory scrutiny increases, successful programs will strike a...
Ray Dalio, founder of Bridgewater Associates, appeared on Meet the Press on April 13, 2025, to share his views on the current economic environment and the potential long-term impact of recent policy decisions, including the Administration’s tariffs. His comments provide valuable context for private investors, particularly as they navigate rising uncertainty both in the U.S. and abroad....
The traditional asset allocation model that Registered Investment Advisors (RIAs) have followed since the mid-twentieth century is undergoing a profound transformation. Alternative assets are edging closer to “core” investments, including, within this broad category, private placements. This shift reflects the evolving dynamics of public and private markets, the growing scale and performance...
Carofin and Blu Miles announce a new aviation investment vehicle to finance the acquisition of an Airbus A330 aircraft for teardown and parts resale. BREVARD, N.C. and BOYTON BEACH, Fla., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Carofin, a Carolina Financial Group company, and Blu Miles Aviation Services, a leading aviation management consultancy, have announced the successful funding of a...
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