The Power of a Self Directed IRA
'Tax Efficent'.At first glance, it's hardly an exciting term is it?! But many CalTier investors are enjoying the tax-efficient benefits that a Self Directed IRA (SDIRA) provides. What are they?There are a number of features that many people enjoy with a Self Directed IRA: Diversification - With a Self Directed IRA you can invest in alternative investments like Art, Crypto, Startups and of course Real Estate! Tax Efficiency - Often the gains made within a Self Directed IRA are tax free* Roll Over - You can often 'roll over' your IRA, 401(k) and 401(b) funds to maximize retirement gains Speed ...
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:
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 ...
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! ...
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 ...
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 ...
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