(Index) Personal Considerations for Alternative Investments
EB-5: The Importance of Targeted Employment Areas for EB-5 Investors

EB-5: The Importance of Targeted Employment Areas for EB-5 Investors

Investing in a project within a targeted employment area (TEA) offers two primary advantages for EB-5 investors: a lower investment threshold of US $800,000 AND priority processing of Form 1-526E for rural TEAs by the USCIS. As of March 15, 2022, only the USCIS may determine whether an area qualifies as a TEA, based on its location. Two critical factors are considered: whether the project is...

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Obtaining a Green Card Through an EB-5 Investment

Obtaining a Green Card Through an EB-5 Investment

The EB-5 visa program provides an expedited way for qualified foreign investors to obtain a U.S. Green Card through investments that support job creation. Investors who receive a Green Card through the EB-5 program are permitted to work and live anywhere in the U.S. and can travel to and from the country without a visa. But, before they can apply, they must invest in a job-creating enterprise....

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EB-5 Program: Common Questions and Answers

EB-5 Program: Common Questions and Answers

Understanding the EB-5 visa program can be challenging, but each year, thousands of immigrants living in the U.S. use it to obtain their green cards.  To assist applicants, Carofin, a sponsor of EB-5-eligible investments, provides answers to some of the most common questions.   What is the EB-5 Program? The EB-5 Program, created by the U.S. Congress in 1990 and expanded in 1992, helps foreign...

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Be Prepared: An Essential Guide To Private Investing

Be Prepared: An Essential Guide To Private Investing

“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 —...

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Mastering Private Investing The “Right” Way

Mastering Private Investing The “Right” Way

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...

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Carofin: Important Personal Considerations in Private Placements

Carofin: Important Personal Considerations in Private Placements

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,...

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Demystifying Private Securities: Debt vs. Equity

Demystifying Private Securities: Debt vs. Equity

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...

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INVESTMENT TERMS

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