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Do you have the Right Mindset for Investing in Alternative Assets?

    Last week, I began the CalTier series with “Are Alternative Assets right for your portfolio?” with the premise that the average investor misunderstands alternatives. Rightly or wrongly, they may be hesitant because of potential risks, illiquidity, or lack of access or understanding. This week’s article will address a more basic fundamental, yet perhaps the biggest challenge for both the investor and the Advisor, which is the mindset. In my 30+ years of working with investors, I have learned that most, if not all, investment decisions are made emotionally, not logically. Early on, I remember presenting the new Merrill ...

January 25th, 2022|
  • ALTERNATIVE-ASSETS-IRAS-TAX-EFFICIENCY

Are Alternative Assets Right for Your Portfolio?

  Alternative investments have been steadily growing in popularity over the last several years due to technology and changes in the regulation of securities. The term “alternative assets” can be used to describe the broad range of vehicles available that are designed primarily to mitigate risk and manage volatility. Until recently, they have been considered investment tools for the ultra-wealthy and included such asset classes as private equity and debt, real estate, precious metals, and more. Today, the everyday investor can now invest in many forms of real estate, startups, cryptocurrency, and hundreds of new asset classes. The average investor ...

January 14th, 2022|
  • ASSETS-MULTIFAMILY-PROPERTIES-REALESTATE-CROWDFUNDING

Ready Set go! Here comes 2022! End Of Year Summary

    Can you believe we are already into the first week of 2022? Hopefully, you had time to slow down and relax with loved ones and are ready for what we all hope will be a great year. 2021 was a banner year for CalTier, with a lot of real estate investment activity and incredible growth. We thought we'd share a just few key highlights from 2021: 8 Multi-Family assets totaling 1,200 doors We started off 2021 investing in Solano Vista, a 352-unit property in Glendale, Arizona, which has since sold. More on that is below. We then added ...

January 4th, 2022|
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CalTier is now verified on Verivest [Video interview]

CalTier CEO, Matt Belcher, was recently interviewed by Verivest Founder Lance Pederson. Lance runs www.Verivest.com which provides independent verification of real estate companies. CalTier is now Verivest certified! Watch the interview below.   Lance and Matt discuss investing in multi-family investments and how the democratization of wealth is changing the financial landscape.  

October 21st, 2021|

Auto invest into the CalTier Fund is now live and available!

You spoke and we listened.   For a while now one of the top requests from our CalTier investors has been the ability to automatically invest in the fund on a monthly basis. Well, we take great pride in listening to our investors and taking action when it will benefit everyone. So we pushed our tech team to deliver and they have!   You can now set a monthly amount to invest into the CalTier fund using a credit card or bank transfer and each month the system will automatically make that transaction for you.   The screenshots below show ...

September 30th, 2021|
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New Investment – The Vue – Austin, Texas

New 156 Multi-Family Unit Value-Add Project Austin, TX (1,000+ units and growing!) We are delighted to announce the CalTier Fund has made a new investment with Lionel Partners. This incredibly exciting partnership demonstrates CalTier's strength in providing our investors with a diverse portfolio of cash-flowing assets.   About The Vue The Vue is a 156-unit multi-family property nestled just NNE from the center of Austin, Texas. It was built in 1999 with a unit mix of 70% 2bd & 3bd floor plans. The Vue is located minutes from major retail destinations such as The Domain mixed-use development and multiple employment ...

September 23rd, 2021|

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