matt

  • alternative investment series b

CalTier Series B – Zermatt Capital Advisors

We’re excited to announce that CalTier has engaged Zermatt Capital Partners, a premier investment banking advisory, to lead our Series B funding round. As highlighted in a recent Reuters article, U.S. household net worth has surged past $168 trillion—creating significant potential within the Alternative Investment Industry. With Zermatt’s help in closing the $5M Series B, we aim to capture this momentum and expand our mission of accessible investment opportunities. Watch below: https://vimeo.com/1029698084?share=copy#t=0 In the video, Zermatt’s Managing Director Keith Schaefer and Partner John Scavo dive into the dynamics driving growth in alternative investments. From the challenges faced by ...

November 14th, 2024|
  • Accredited investor opportunity, Real Estate,

Accredited Investor Convertible Note Webinar Replay

Learn about the convertible note CalTier Inc has open. Please note this is only for Accredited Investors as defined by the SEC. Watch below:   https://vimeo.com/994576565?share=copy   Here are the links to the data mentioned in the presentation: Alternative Investments: KKR sees ‘trillions’ of retail investor dollars moving to alts Charles Schwab & Co. makes iCapital its exclusive alts partner as Rick Wurster tells Wall Street that in 2024 his firm will roll out alternative investments to high rollers Morgan Stanley wealth unit unveils plan to hit growth target Fidelity moves to arm advisors with alts intelligence     ...

August 3rd, 2024|
  • Accredited Investor Opportunities

Accredited Investor CalTier Opportunities

Please read each offering circular and disclosure carefully. Thank you. The Retreat In the video, I say the closing date is May 15th, but I negotiated an extension until June 30th. So, if you want to participate in this opportunity, there is time. You can invest using a Self-Directed IRA if that is something you would like to look into. $10K minimum. Download Deck - The Retreat https://vimeo.com/944469202?share=copy Reflections at Lakeshore We are in the last mile of entitlements, and I am looking forward to breaking ground on this as soon as possible. $25K minimum. Download Deck CalTier Inc ...

May 9th, 2024|
  • liquidity options, reg a, invest in realestate project

Liquidity Options

Here are the links to the specific offerings discussed in the video:   CalTier Fund 1, LP (Real Estate Portfolio Fund) - $500 minimum CalTier Inc Reg A - $189 minimum Reflections at Lakeshore (Development deal for accredited investors) Join us on the live Q&A webinar March 22nd Join me for a live Q&A on March 22nd. Register Here https://vimeo.com/924000971?share=copy      

March 16th, 2024|

14269 Danielson St #450
Poway, CA 92064

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General Disclaimers

*Please read the offering circular in detail
**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