Are there any fees?
Yes. There is a 3% asset management fee based on the total AUM in the fund, much like in public funds. There is no fee for you to invest. There are also some other fees related to the real estate. Please see the Offering Circular here: Offering Circular.
How often are payouts made?
We pay distributions monthly to the bank details you enter on file in our secure platform.
Who are your typical investors?
We wouldn’t say our investors are typical! But those who invest with us are strongly interested in diversifying their investment portfolios by adding multi-family and commercial real estate assets. They may be just starting out or be experienced investors who do not know how to start but are looking for a hands-off, professionally-managed, diversified approach. They can begin with a more secure and stress-free option for investing in real estate through a crowdsourcing platform like CalTier. Our investors span the gamut from accredited to nonaccredited, making investments from $500 to $1 million. The common thread is that investors are looking ...
How is the CalTier fund structured?
CalTier Realty Fund 1, LP, is a Limited Partnership. When you invest in our fund, you purchase shares as a Limited Partner (LP). The income and proceeds that come back to the fund are distributed to the investors accordingly based on their share ownership.
How do I know this is the right fund for me?
We know that many factors come into play when making an investment decision, so we encourage you to do your research. When and if you are ready, we have made the investment process as streamlined as possible for you. You can review all fund materials and resources here. While we can’t advise you on investments, we can provide you with as much information as possible. If you have questions, you can speak with a team member.
How can I add a beneficiary to my account?
Unfortunately, with the laws and regulations regarding investment inheritance being so complex, we do not have the option to add a beneficiary to your account at this time. To make sure that your investment ownership transfers to whomever you wish, please contact your trust/custodian/family lawyer to make sure that this is reflected in your will and testament. One option that you do have is to add a user to your account. They would be given access to your account, allowing account maintenance updates but not investments or withdrawals (those will always require your authorization). A user must be 18 years ...
