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  • CORTLAND, LATEST ACQUISITION, PORTFOLIO REALESTATE CROWDFUNDING

Cortland Portfolio

Exciting news to close out the year! CalTier Fund 1 is under contract for its latest direct acquisition: a beautiful 45-unit portfolio collection of 3 buildings of apartment homes in the highly sought-after Woodley Park neighborhood of Washington, District of Columbia. Our acquisition team has been working on this deal for months and we are excited to now have it under contract. It has been maintained exceptionally well and is in a very desirable area with high barriers to entry. The neighborhood is ranked among the top ten best areas to live in ...

December 21st, 2023|
  • ALTERNATIVE ASSETS, REAL ESTATE CROWDFUNDING

How Wealth Management Trends Are Shifting

The latest study from Campden Wealth and RBC, as discussed in this CNBC article, reveals an intriguing trend: family offices are increasingly reallocating their investments from traditional stocks to private markets. The article states: "Their stock allocation has come down from 31% the year before, while their private investments increased from 27%. The remaining assets were invested in cash, bonds, alternatives, hedge funds, commodities, real estate, and other investments." This change is noteworthy because, for the first time, investments in private markets have exceeded those in public stocks among these entities. The article, "Family Offices Move Money Out of Stocks ...

December 20th, 2023|
  • PORTFOLIO UPDATE 2023 MULTIFAMILY REALESTATE

A Strong Year For The Portfolio

Now we are coming close to the end of the year and the holiday season is upon us, I thought you would like to see an end-of-year update on the CalTier Fund 1 portfolio. I just got back from visiting a few of these assets with our team and JV partners, and I am happy to report they are all doing well. I have prepared a short video (about 18 minutes long) where I quickly go through each of the assets in the portfolio. (The video is in chapters so you can skip to an asset) PLAY VIDEO https://vimeo.com/894606116 ...

December 14th, 2023|

Can I invest using my credit card?

Currently, we do not accept credit cards. Over the past months, we have observed that many credit card companies have been making changes and updating their processes. Consequently, this has led to instances where certain transactions might experience delays or even cancellations. Unfortunately, we have no control over these occurrences, which could result in charges from your credit card provider. Our understanding is that this issue isn’t just affecting CalTier but also other online platforms.

December 12th, 2023|

Why was my previous distribution amount so low?

Real estate investments, by nature, can vary due to market factors and economic conditions. Returns aren't fixed and can fluctuate based on the overall portfolio's performance. We distribute monthly based on the portfolio's income, not solely on investments made in that specific month. We're actively working to enhance portfolio performance, especially in light of market changes. For more details on our investment approach, check our blog: https://www.caltier.fund/the-multi-family-investment-landscape-a-glimpse-into-potential-future-by-looking-into-the-past/

December 12th, 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