For accredited investors, we believe that self-storage facilities should be a part of any diversified real asset portfolio. Its low correlation with stocks and other commercial properties enhances diversification, while its income generation can help support total return goals. Self-storage is proving itself to be a strategic real estate investment, far more than simply a niche alternative. ...
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....
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...
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...
In an environment marked by elevated equity valuations, persistent inflation concerns, relatively low yields across traditional fixed-income markets, and general uncertainty, investors increasingly seek assets that deliver genuine diversification and long-term capital appreciation. Collectibles, such as fine art, musical instruments, investment-grade comic books, rare coins, and antiquities have...
Operators and developers of commercial real estate (CRE) who raise capital directly may be missing a valuable opportunity. Engaging an investment banker and broker-dealer may be able to simplify and expedite the process, regardless of the financing tranche needed, by introducing you to multiple investors through a private placement (PP). This article explains private securities and private...
For EB-5 immigrant visa applicants, obtaining permanent residency in the U.S. can mean choosing a commercial real estate (CRE) project in which enough jobs are created to meet USCIS requirements, and the project is finished (and your capital is returned) The process can feel complicated because it can be. But if you take it step by step, you can make choices that fit your goals and increase your...
A family business’s ethos is ingrained in the next generation from a very young age. However, the patriarch’s unrelated investments often are foreign to them – rarely discussed or understood. Without careful records and a focus on education and transition planning relating to these noncore holdings, they can become unexpected liabilities. Consider the example of a Midwest investor who built an...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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