Passive investing in commercial real estate (CRE) through top-notch sponsors provides investors with current income opportunities, diversification, and potential equity upside that is not correlated to the stock and bond markets. It may provide asset depreciation...
Bespoke Direct Private Investments.
Innovative Business Financing.
What Can Carofin Do For You?
Meaningful Investments
Vital Capital
More than $1.1 billion placed in the past 29 years
by Carofin, LLC and Carolina Financial Securities, LLC
What our customers are saying
“I’m pleased to see Carofin taking action needed to encourage the company to perform, just having a nice idea isn’t enough. I’m glad to have you guys watching out!“
“I think I’m deep enough in the weeds of data now – and using the Carofin Portal really helps me a lot in providing me updates on an ongoing basis…“
“Carofin took the time to understand my business and company in depth, which allowed them to tailor securities that perfectly fit our needs.”
How We Work
- We enhance your control, help reduce portfolio volatility, broaden industry exposure, and potentially increase returns through diverse private investments.
- By introducing your company to communities of targeted investors, we help your company grow, navigate financial challenges, or even acquire businesses.
- For institutional owners in particular, we can help fill out a financing round with access to our select investors, deep experience on both sides of the balance sheet, and institutional-quality resources and capabilities.
- Notably, we’ve developed proprietary infrastructure to track financing progress, ensure compliance, and support administrative requirements to achieve our clients’ funding and investment objectives.
Accredited Investors Looking to Diversify
If you’re seeking exclusive investment opportunities or looking to enhance your portfolio, we’d like to talk, whether you’re looking for private debt or equity transactions.
Businesses Raising Operating Capital
Have you been pass over by larger institutions in your pursuit of financing? If you’re in the market for a tailored financing solution, we’d like to see if we can be of help.
Commercial Real Estate Participants Seeking Capital
Capitalizing an acquisition, development, or a new fund? Monetizing your portfolio? If you are looking for customized solutions to accomplish your goals, we’d like to speak with you.
Who We’re For
Insights and Updates
Mosaic Distributors (“Chella”) Interview
Josh Greene, Carofin's investment banker, interviews Chella's Founder and CEO, Chris Kolodziejski. Chella is all about enhancing your brows and eyes with Makeup. Our primary customers? People who frequent spas and salons. Here's Chella's robust distribution...
Carofin Closes $2.5MM in Southeast Blueberry Farm Transaction
BREVARD, N.C., June 29, 2023 -- Carofin and Carolina Financial Securities are proud to announce the closing of yet another investment in a blueberry farm in the Southeast, building upon last year’s successful raise for a similar farm. Funded through the single...