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.
Can I invest using my 401k?
Absolutely! To initiate the process, you must rollover your 401K to a plan administrator that allows investing in funds like ours. As you may know, we partner with Alto IRA, which can help you with this. We highly recommend reading our IRA and 401K Roll Over Process, which has all the information needed if you choose to proceed. Once you take a look at this page, if you need a plan administrator and would like to create an account with our partner Alto, we will be more than happy to forward your request to one of our experts, who can ...
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.
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.
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 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, ...

