If you're considering adding commercial real estate (CRE) to your portfolio and have chosen to invest through private placements, the following four steps can help guide your decisions: Step 1: Define Your Investment Objectives: Pursuing current income or capital gains? Decide whether you are seeking to generate income or capital gains from your CRE investment. This decision will help...
In commercial real estate (CRE) projects, several key parties are involved, with the sponsor—usually the General Partner (GP)—playing the most pivotal role. Gaining a clear understanding of the different types of sponsors and their responsibilities is essential for making well-informed investment decisions. Sponsor Roles and Varieties The GP is tasked with finding, acquiring, developing,...
“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 —...
Welcome to the Direct Private Investments Show, proudly presented by Carofin. In today’s episode, we are discussing the potential benefits and challenges of direct private investments in the alternative investment space. Joining us is Bruce Roberts, CEO and founder of Carofin. What are Direct Private Investments?...
When planning to go grocery shopping, the odds of producing a memorable feast go up sharply when you’ve planned ahead. A recipe, whether for meal prep or investing, can increase your chances of success. As more and more people seek alternative ways to grow their wealth, direct private investments offer exciting opportunities for accredited investors to “enhance their diet” by selecting...
Carofin, a leading institution in direct private investments, sheds light on personal factors which should influence investors’ decisions about investing directly in private companies. In a recent interview, Matt Brown spoke with experts Garrick Ruiz and Nash Roberts, who shared their insights on what investors should consider when evaluating private investment opportunities. Garrick Ruiz,...
In a recent episode of the Direct Private Investments Show presented by Carofin, Matt Brown and Bruce Roberts, a seasoned investor in both private equity and lending markets, demystify the world of private securities. This article explores the key differences between debt and equity and is featured in our latest video, Demystifying Private Securities: Debt vs. Equity. Before diving into the...
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,...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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