matt

  • Avenue Grove, Houston Texas

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|
  • ALTERNATIVES-401K-INVESTMENT-CROWDFUNDING-RETIREMENT-ACCOUNT

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 - ...

April 7th, 2023|

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|

14269 Danielson St #450
Poway, CA 92064

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*Please read the offering circular in detail for redemption details. Redemptions are not always available.
**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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