Alternatives on Yahoo
When things go mainstream, one probably has to stop and take notice. Over the last year, we have seen extensive media coverage about the major players moving into alternatives, especially offering these to 'retail investors'. We started CalTier for this very reason. To give retail investors easy access to alternative investments like real estate. Bernstein Private Wealth Management Strategist Roosevelt Bowman, said in his interview with Yahoo Finance: "And I would say mainly we're focused in the credit space, but there's certainly great opportunity in real estate equity and debt as well." We agree. He also mentions Multi-Family.....interesting..... Did ...
Closing June 30th
We wanted to let you know that the CalTier Inc Reg D Accredited Investor opportunity is closing on June 30th. We created this Reg D offering to provide our accredited investor community with an opportunity to become a shareholder while taking advantage of more bonuses. The bonuses are structured as below: $10K - 8% bonus shares* $12.5K - 10% bonus shares* $20K - 15% bonus shares* $25K - 17% bonus shares* $50K - 20% bonus shares* $100K - 25% bonus shares* $250K - 35% bonus shares* *Please read the PPM and Subscription documents for details Qualifying Bonus shares are automatically ...
Charles Schwab and Alternatives
We have recently sent out several media pieces that talk about 'alternatives' in the market. Some included names such as SoFi and Morgan Stanley, which are adding alternative investments to their platforms. Charles Schwab just announced that it is making iCapital its exclusive partner to offer alternative investments to its client base. So, what's the big deal with alternative investments? Firstly, if you are not sure what an 'alternative investment' is, have a look at this article. Generally speaking, alternative investments such as commodities, collectibles, and real estate are considered options for balancing an investment portfolio outside your typical ...
Lakewood – Real Estate Update
Below is another solid update for the Lakewood apartments in Houston, Texas, which is part of the CalTier Fund 1 portfolio of participating investments. At the end of last quarter, Lakewood was 90.9% occupied and 91.6% pre-leased. While these numbers are very good, the property had several unexpected and abrupt move-outs in Q4 last year. This, paired with the slower leasing of the season, resulted in lower occupancy numbers than would be ideal. However, in response, the team has increased its focus on occupancy and is now seeing positive trends in leasing traffic. The property’s increase in income contributed to ...
Class A, Class B and Class C Property Explained
Our investors often ask about the difference between Class A, Class B, and Class C properties. While there are some boundaries between these three real estate classifications, there are no official guidelines. We’ll go into the details below, but in a very simple sense: Class A properties are investment-grade, high-quality properties that are extremely desirable and attract high-income renters. Class B properties are one step down from Class A, generally older, and typically need more work and upgrades, but they have more potential to add value. Class C properties need significant renovations and improvements and typically offer the greatest upside ...
Tools to make real estate investing easy
We recognize the common hurdles for many in real estate investment, such as the significant time commitment, substantial initial capital often needed, and finding accessible opportunities. These challenges often discourage many from participating in real estate investing. To combat these issues, CalTier offers a set of solutions aimed at making real estate investment more attainable: Low Entry Point: Investors can start with as little as $500 and subsequently invest additional amounts starting from $50. Diversified Portfolio: CalTier’s current fund comprises a variety of cash-flowing real estate assets, providing investors with immediate diversification. Flexibility: While ...
