Learn about the convertible note CalTier Inc has open. Please note this is only for Accredited Investors as defined by the SEC.
Watch below:
Here are the links to the data mentioned in the presentation:
Alternative Investments:
- KKR sees ‘trillions’ of retail investor dollars moving to alts
- Charles Schwab & Co. makes iCapital its exclusive alts partner as Rick Wurster tells Wall Street that in 2024 his firm will roll out alternative investments to high rollers
- Morgan Stanley wealth unit unveils plan to hit growth target
- Fidelity moves to arm advisors with alts intelligence
THIS PRESENTATION INCLUDES OR MAY INCLUDE CERTAIN STATEMENTS, ESTIMATES, AND FORWARD-LOOKING PROJECTIONS WITH RESPECT TO THE ANTICIPATED FUTURE PERFORMANCE OF THE COMPANY. SUCH STATEMENTS, ESTIMATES, AND FORWARD-LOOKING PROJECTIONS REFLECT VARIOUS ASSUMPTIONS OF THE MANAGER THAT MAY OR MAY NOT PROVE TO BE CORRECT OR THAT MAY INVOLVE VARIOUS UNCERTAINTIES. NO REPRESENTATION IS MADE, AND NO ASSURANCE CAN BE GIVEN, THAT THE COMPANY CAN OR WILL ATTAIN THE MANAGER’S PROJECTED RESULTS. ACTUAL RESULTS MAY VARY, PERHAPS MATERIALLY, FROM SUCH PROJECTIONS.
IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. REGULATION A OFFERINGS ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT.
The links below are sources that are referenced in the presentation:
- https://caia.org/blog/2022/04/06/state-alternative-investments-2022
- https://www.mckinsey.com/~/media/mckinsey/industries/private%20equity%20and%20principal%20investors/our%20insights/mckinseys%20private%20markets%20annual%20review/2022/mckinseys-private-markets-annual-review-private-markets-rally-to-new-heights-vf.pdf
- https://www.bcg.com/publications/2022/standing-still-not-an-option
- https://www.technavio.com/report/crowdfunding-market-industry-service-analysis&nowebp
- https://www.globenewswire.com/en/news-release/2022/04/20/2425273/0/en/43-Billion-Global-Crowdfunding-Market-is-Expected-to-Grow-at-a-CAGR-of-over-16-50-During-2022-2028-Vantage-Market-Research.html
- https://www.bankrate.com/personal-finance/smart-money/americans-and-financial-apps-survey-0218/#:~:text=Among%20smartphone%20users%20in%20the%20U.S.%2C%20nearly%20two-thirds,including%20those%20from%20traditional%20banks%20and%20fintech%20players.
- https://goldinvestnet.com/self-directed-iras-sdiras-what-why-who-and-how/#:~:text=Sixty-two%20percent%20ofSDIRA%20investors%20report%20that%20they%20either,Institutional%20investor%20demand%20for%20alternatives%20is%20similarly%20growing
- https://fortune.com/ranking/impact20/2020/acorns/.
- https://www.thepennyhoarder.com/investing/stash-app-review
- https://robinhood.com/
- https://fundrise.com/about
- https://www.tdameritrade.com/about-us.html
- https://www.economist.com/finance-and-economics/2020/02/20/why-morgan-stanley-wants-to-buy-etrade
- https://www.cnbc.com/2021/05/05/fidelity-adds-4point1-million-new-clients-in-the-first-quarter-of-2021.html
- https://investorjunkie.com/reviews/diversyfund
- https://fortune.com/2021/11/03/real-estate-tech-startup-cadre-multifamily-apartment-sales/
- https://investorjunkie.com/reviews/realty-mogul
- https://americanira.com/2022/08/31/self-directed-ira-statistics/#:~:text=The%20total%20value%20of%20IRAs,IRAs%20across%20the%20United%20States