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Family Offices — Circa 2026

Family Offices — Circa 2026

Those who visit Florence cannot help but notice the imprint of its most famous family. More than five centuries after the height of the Renaissance, the Medici legacy remains visible in landmarks such as the Bargello Museum, Palazzo Medici Riccardi, Palazzo Vecchio, and Pitti Palace. More than architectural treasures, these buildings reflect how one family's wealth helped shape a city,...

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The Move to Rural EB-5 Investments

The Move to Rural EB-5 Investments

If you are thinking about making an EB-5 investment, you may have noticed that many of them focus on real estate: large hotel projects, apartment buildings, or mixed-use developments in growing cities. Those have been the most common choices for years. But these days, rural America offers a wider range of EB-5 opportunities in a variety of industries. Notably, rural EB-5 projects offer important...

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Self-Storage: A Smart Place to Invest

Self-Storage: A Smart Place to Invest

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.  ...

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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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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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Behind the Scenes – Choosing an EB-5 Sponsor

Behind the Scenes – Choosing an EB-5 Sponsor

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...

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Beyond Stocks and Bonds: The Case for Collectibles

Beyond Stocks and Bonds: The Case for Collectibles

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...

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Operators and Developers: Why Private Placements?

Operators and Developers: Why Private Placements?

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...

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INVESTMENT TERMS

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