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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|

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|

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|