Carofin

Many EB-5 investors seeking to speed up their Green Card process are aware of the priority processing available for I-526E petitions through a $800,000 investment in a rural Targeted Employment Area (TEA). Most such investments are made in New Commercial... https://lnkd.in/dRW58Zvg #TEA #EB-5 #Visaprogram #NCE #regionalcenter #USCIS

Private investors are increasingly lending money to seek greater returns on their fixed-income investments than the U.S. Treasury and public bond markets offer. At the same time, smaller companies (SMB’s) must turn to other financing sources to fill the void left by commercial banks who have largely retreated from SMB lending. Credit analysis by any lender remains an essential part of making a... https://lnkd.in/g9fUdGc #3Cs #collateral #chaaracter #financialanalysis #credit #privatelending

Bruce Roberts, the CEO and founder of Carofin, speaks on the topic of direct private investments, explaining that direct private investments fall under the umbrella of alternative investments, which include real estate, commodities, and private securities. He highlights the benefits of investing in private markets, such as their inefficiency, the opportunity to invest in meaningful companies, and the potential for high returns. Bruce also discusses the challenges including the need for investors to rely on their own research or to draw upon Carofin’s deep experience in this field. #privateinvestments #privatelending #duediligence #inefficientmarkets #meaningfulinvestments https://lnkd.in/dnRTAV5H

Have you ever observed someone who is always busy? He comes into the office early and leaves late, but he never seems to deliver projects on time? It’s likely that psychologists have a name for this “syndrome.” When you’re considering whether a management team... https://lnkd.in/gqAs2tq3 #revenuesources #businessmodel #processflow #directinvesting #delinquent #loancovenants #termsheet #currentobligations

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. Click here to learn more about the process. #greencard #immigrationattorneys #RIAs #privateinvesting #eb5visa #immigration #i526petitionhttps://lnkd.in/dWTegXj4

Thorough investment analysis should be preceded by an abbreviated process described in the following “Five Elements.” Once this framework is understood, a private investor can determine whether a more in-depth and time-consuming investigation is warranted. More... #privateinvesting #capitalraising #privatesecurity #repayment #issuer #SPV #valuation #ROI https://lnkd.in/ge5X3_V

Over the years, Bruce Roberts, CEO of Carofin, has evaluated thousands of investment opportunities. He frequently is asked why one gets the thumbs up, where most others he passes on. What characteristics does he look for? https://lnkd.in/euDe6iXS #privateinvesting #scalability #financialmanagement #financialcontrols #management #privateplacements #brokerdealer

This paper introduces “The Lane” – a fundamentals-based investor guide for identifying and better understanding the basic elements of a business, and, it follows, whether an investment in that company is a better private investment alternative. Applying the Lane’s simple framework to investment analysis and due diligence helps organize what is, arguably, the most demanding type of investment... https://lnkd.in/gecQtUBb #investorguide #investmentanalysis #privateplacement #businesschallenges #duediligence #accreditedinvestor

We all have challenges to overcome. But, when it comes to private investments, understanding the challenges a business must overcome in order to capture a market opportunity is fundamental when considering an investment in that company. In our series of articles... https://lnkd.in/gvRVPdd #businesschallenges #entrepreneur #raisingcapital #privatedebt #privatesecurity

With over $3 trillion in the private investment market, accredited investors have a wide variety of alternative investments from which to choose. When selected properly, these securities can provide an attractive complement to more traditional investment portfolios. However, to consistently achieve the best investment performance, it is important that three things are in alignment: Right... https://lnkd.in/gmVFC3N #directinvesting #accreditedinvestor #suitability #diversifying #illiquidity #risktolerance #timehorizon