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If I would like to withdraw in the future, when will I receive my redemption?

We issue redemptions at the end of each month and send them out in batches via physical check through USPS First Class.

August 15th, 2023|

What is the percentage of return?

We get this question all the time, and unfortunately, we cannot give a specific percentage of your return because it can fluctuate depending on how the assets in the portfolio are performing. Based on 2022 performance, CalTier Fund I produced an annualized cash-on-cash return of 6.8%* *Past performance is not a guarantee of current or future performance.

August 15th, 2023|

What if I am not an accredited investor?

You do not have to be an accredited investor to join. It is open to U.S. nationals/international citizens over the age of 18 who can invest in the fund.

August 15th, 2023|

Is there a lock-in period?

We do not have a lock-in period. You can request a withdrawal at any time, but remember that the total amount being returned to you is based on our redemption plan, which you can view on our offering circular here.

August 15th, 2023|

What is the required amount to invest monthly?

The minimum to invest in our fund is $500 for U.S investors and $5,000 for non-U.S. We also have our “Auto Invest” feature, which you can enable for as little as $50 a month, but it is not a requirement.

August 15th, 2023|

How can I enable the “Auto Invest” feature in my account?

After creating your initial investment, you can contribute to your investment monthly by enabling our "Auto Invest" feature. This allows you to create automated transactions via ACH for the amount and date of the month you prefer. 1. Log in to your account 2. Select the option ‘Portfolio’ 3. Choose ‘TRANSACTIONS’ 4. At the bottom right side of the screen, you will see the option “Enable”. Click on that button and you will be able to choose the amount you want to invest monthly. 5. A key step in this process is to click the pencil icon to set a ...

August 14th, 2023|

14269 Danielson St #450
Poway, CA 92064

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General Disclaimers

*Please read the offering circular in detail for redemption details. Redemptions are not always available.
**Non-accredited investors are subject to limits on the amount invested.
***Investment returns earned include, but are not limited to rental income from a rotating portfolio of properties and the profits from asset sales.

We intend to pay investor distributions each quarter at managerial discretion as properties produce.

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Forward Looking Statements

This webpage may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its industry. These forward-looking statements are based on the beliefs of, assumptions made by, and information currently available to the company’s management. When used in the offering materials, the words “estimate,” “project,” “believe,” “anticipate,” “intend,” “expect” and similar expressions are intended to identify forward-looking statements, which constitute forward looking statements. These statements reflect management’s current views with respect to future events and are subject to risks and uncertainties that could cause the company’s actual results to differ materially from those contained in the forward-looking statements. Investors are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date on which they are made. The company does not undertake any obligation to revise or update these forward-looking statements to reflect events or circumstances after such date or to reflect the occurrence of unanticipated events.

Regulation A Disclaimer

CalTier Inc (and companies) is offering securities through the use of an Offering Statement that the Securities and Exchange Commission (‘SEC”) has qualified under Tier II of Regulation A. While the SEC staff reviews certain forms and filings for compliance with disclosure obligations, the SEC does not evaluate the merits of any offering, nor does it determine if any securities offered are “good” investments. Securities offered via Regulation A through Dalmore Group LLC, registered broker dealer, member of FINRA (www.finra.org) , member of SIPC (www.sipc.org) acting as broker of record. This profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its markets or industry. These statements reflect management’s current views regarding future events based on available information and are subject to risks and uncertainties that could cause the company’s actual results to differ materially. Investors are cautioned not to place undue reliance on these forward-looking statements as they are meant for illustrative purposes, and they do not represent guarantees of future results, levels of activity, performance, or achievements, all of which cannot be made. Moreover, although management believes that the expectations reflected in the forward-looking statements are reasonable, neither CalTier Inc nor anyone acting on its behalf can give any assurance that such expectations will prove to have been correct nor do they have a duty to update any such statements to conform them to actual results. By accessing this site and any pages on this site, you agree to be bound by our Terms of Use and Privacy Policy, as may be amended. Securities by CalTier Inc are offered and distributed pursuant to Regulation A through the Dalmore Group LLC, a registered broker dealer, member of FINRA (www.FINRA.org) and member of SIPC (www.SIPC.org). These Securities being offered are highly speculative, you can lose your investment. Please see the offering circulars: Offering Circular and Offering Circular

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.

Regulation A Offering Requalification

****No money or other consideration is being solicited, and if sent in response, will not be accepted.

No offer to buy the securities can be accepted and no part of the purchase price can be received until the offering statement filed by the company with the sec has been qualified by the sec. Any such offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of acceptance given after the date of qualification.

An indication of interest involves no obligation or commitment of any kind.

An offering statement regarding this offering has been filed with the SEC. You may obtain a copy of the preliminary offering circular that is part of that offering statement by clicking here.

Registered Internet Advisor Disclaimer

Investment advice is provided via an online process by CalTier Advisors LLC (“CTA”). CTA is a Registered Internet Advisor with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Advisory services are provided to investors who become clients of CTA (“Clients”) and agree to the Investment Advisory Agreement when creating an account on the CalTier platform. CTA is paid by CalTier for these services.

Form ADV Part 2A can be viewed here