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Great updates from our 506 South Investment

We love seeing the results from the investments we make. Our partner, Cloud capital has been busy delivering on the business plan for the 506 South investment. These updates show how your investments work hard to improve living conditions for people living in the assets we invest into. It also shows how the 'value add' process works. Work has begun and you can see some progress below: View The 3D Walkthrough Click the image below to view:

June 1st, 2022|

Apex – 152 Apartment Units Forth Worth, Texas

We are very happy to announce that CalTier Fund 1, LP has made another participating investment into a multi-family asset with our new partner Bakerson and Camino Verde Group. This is incredibly exciting for us at CalTier and for our investors because we have had our eye on the Dallas/Forth Worth area for some time now, waiting for the right opportunity that fit our target deal metrics. Bakerson is an experienced operator and has done a fantastic job in finding this asset. Asset Details: 152 units (16 1 Bd/1Ba, 96 2Bd/1Ba, 40 3Bd/1.5Ba) 134,800 SF Constructed 1968 7.5 Acres property ...

May 12th, 2022|

Dara Albright Joins CalTier

We are thrilled to announce that Dara Albright has joined the CalTier Advisory Council. This is a massive win for CalTier as Dara is a leading light in the alternative investment and Fintech space. The team and I could not be more excited to have Dara join the CalTier team. She brings a very fresh and current outlook on the the marketplace and is a massively respected thought leader in the alternative and Fintech investment space. As a member of the advisory council I know she will give us new perspectives and opportunities to grow faster than we had planned! ...

April 26th, 2022|

CalTier Fund 1 Portfolio Update March 2022

2021 and the beginning of 2022 has been incredibly busy and fruitful here at CalTier. The CalTier Fund 1 now has 8 participating investments totaling 1,200 multi-family units in its portfolio and we are working hard to continue to grow this even more. The participating investments span across 5 states in metropolitan areas that we feel have the economic drivers to support continued market growth. We are extremely proud of what we have been able to accomplish over the past year and a half for our investors. Our goal, when starting the fund, was to give investors the chance to ...

March 18th, 2022|

Maximizing Annual IRA Contributions – 2021 & 2022

At CalTier, we are experiencing tremendous growth with investors joining our CalTier Multifamily Fund. We are even more excited that a significant sector of these investors are taking advantage of investing in a tax-efficient manner with our CalTier “No Fee” IRA.* We have received many questions on how to fund an IRA, and what are the annual contribution limits. Today, we will discuss the contribution limits for both 2021 and 2022; the good news is that you can still make a 2021 contribution up until April 15, 2022. Traditional IRAs A traditional IRA allows you to deduct your contribution from ...

March 4th, 2022|

Death of the 60/40 Portfolio Allocation?

The other week we talked about the necessity for an Investor to have the right mindset for investing. As in life, we experience disappointments and failures, but it is how we respond (and learn) from these experiences determine our ultimate growth and successes. “Sometimes we win, sometimes we learn”. Next in the series will be the discussion on having the right mix of asset allocation and diversification in our portfolio to achieve a solid return while minimizing the risks of loss. Lately, many articles are talking about the death of the 60/40 portfolio, a construct of 60% equities and 40% ...

February 23rd, 2022|

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