Why Multi-family is our (primary) focus in 2025 and beyond
In today’s uncertain economic environment, marked by fluctuating interest rates, market volatility, and ongoing affordability challenges, investors naturally seek stability and resilience. Amidst these ups and downs, we believe multi-family real estate emerges as a standout asset class, consistently demonstrating its value as a robust investment option. Current economic shifts have significantly widened the affordability gap between renting and homeownership—owning a home is now roughly 25% more expensive monthly than renting, the largest gap seen in 15 years. Coupled with tight lending standards, this trend continues to drive strong and sustained rental demand nationwide. Further supporting multi-family investments, new ...
The Steady Decline of Public Companies
The steady decline of public companies and the growing trend of businesses choosing to stay private is a fascinating trend to look at. As a growth company founder, I find it particularly interesting because it serves as both a temperature check on the broader economy and an opportunity for self-reflection — especially when evaluating the long-term direction and capital strategy of our business. These trends raise important questions: “Why are so many companies staying private?” “As a founder, what is their business plan for longevity?” Let’s look at a few of the underlying details: 📉 Fewer Public Companies Than Ever ...
Redefining Wealth: CalTier’s Vision for Opening Up Alternative Investments for Everyone
We are on a mission to open the doors to wealth-building opportunities once reserved for institutions and the ultra wealthy. With the rise of accessibility to alternative investments, the playing field is leveling, and we’re leading the charge to make these powerful financial tools accessible to all. Why Alternative Investments Matter Alternative investments are reshaping the way we think about wealth management. Here’s why they can be critical for today’s investors: Enhanced Diversification: Alternative assets like real estate, private equity, and hedge funds often move independently of traditional markets like stocks and bonds. This independence offers a vital layer of ...
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 ...
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 ...
Protected: CalTier Shareholder Update Q2 2024
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