Where can I view my tax form once it has been sent out?
All documents, including your tax forms, will be uploaded to your dashboard.
If I would like to withdraw in the future, when will I receive my refund?
We issue refunds at the end of each month and send them out in batches via physical check through USPS First Class.
Can I invest with my IRA account?
Yes! We partner with Alto IRA, but we can also work with other IRA’s. If you choose to invest with your own IRA account, any investments will need to be processed with your IRA first, and we will be more than happy to assist you on our end.
How can I cash out/ withdraw/ redeem my investment?
You can withdraw at any time! Please visit the following link to submit your redemption request here.
How does this work?
You invest in the CalTier Fund and receive units (shares) in a portfolio of cash-flowing apartment buildings. Make a one-time investment or use our auto-invest feature through secure payment gateways with your bank or retirement account, such as a Self-Directed IRA or 401K Roll-Over. You do not need to be an accredited investor to join! Our team makes investments into a portfolio of Multi-Family (apartment) buildings, either directly or with partners. Typically, these properties are institutional-grade and not available to the general public (often off-market). As the fund receives income from the properties, we provide distributions back to your account, ...
How can I resubmit my transaction?
Any investment transaction in "Rejected" status can be resubmitted by the investor. To do so, please log into your password-protected account, select ‘Portfolio’ from the top, and then the ‘TRANSACTION HISTORY’ tab. Click the pencil icon next to the rejected transaction and confirm the resubmission.

