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August 31st, 2023|

Is Wall Street Gearing up for Real Estate Bargains?

In this week’s financial news, an article from The Wall Street Journal* titled “Wall Street Is Ready to Scoop Up Commercial Real Estate on the Cheap” struck a chord with us. That’s a bold statement, but it’s a telling one also. The article mentioned that many funds and institutions on Wall Street are raising capital now to the tune of $Billions in preparation to purchase quality real estate at discounted prices. But this isn't the first time Wall Street has prepared in this way. Remember, in 2008, according to this SeekingAlpha article, most commercial real estate value was down by ...

August 17th, 2023|

An eye on Multi-Family

Family Offices manage much of the world’s wealthiest families’ money. Many family offices have sophisticated analysts and investment teams experienced in the financial markets, so it’s interesting to see how they invest and which markets they are considering going into. In this recent report by Goldman Sachs “Eyes on the Horizon - Family Office Insights” they report some very interesting stats: Of the 166 family offices polled, 30% said they want to focus on residential/multi-family real estate for their client portfolios over the next 12 months.* The report also states: “We have seen a particular focus on multifamily residential, which ...

July 14th, 2023|

Portfolio Update June 2023

We have a couple of exciting updates about the CalTier Fund 1 portfolio. As you know, our goal is to build a stable multi-family portfolio of real estate that is both diverse and opportunistic.

 We feel diversification is key, especially in a market that is prone to ups and downs. We build diversification in the following ways: 

Varied Locations: 9 states and differing economic profiles Asset Class: A, B, and C class Type: Assets that are existing and cash-flowing, conversions, and even some land and ground-up development Ownership: Participating investments with partners and wholly owned Reflections @ Lakeshore   Type: Ground-up development Asset: 36 Units mixed-use In ...

July 11th, 2023|