Latest News & Articles from CalTier
The Rise of Alternatives: How Retail Investors Are Finally Getting In
Wayne Gretzky once said, “I skate to where the puck is going, not where it has been.” The same mindset now applies to the world of investing. As global markets navigate inflation, rising interest rates, and public equity volatility, a growing segment of investors—both institutional and individual—are heading …
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.
The 60/40 portfolio is outdated
You may have seen in the press recently BlackRock Chairman & CEO, Larry Fink is challenging the 73 year old investing principle of the 60/40 portfolio.
In fact in his 2025 annual letter to investors he says
Diversification has been called the “only free lunch.” It was the motivating idea …
A 20% tax deduction? Potentially yes…
One of the potential benefits of investing in a REIT is the QBI deduction that can allow some people to deduct up to 20% dividend income. You read that right, 20%!
What is the QBI Deduction?
QBI (Qualified Business Income) deduction was established by the Tax Cuts and Jobs Act …
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 …
Understanding the 721 Exchange: How to Potentially Defer Taxes on your Real Estate
Understanding the 721 Exchange: How to Potentially Defer Taxes and Boost Your Real Estate Portfolio
Please note this content is for informational purposes only. Please always consult your tax advisor.
Many in the real estate world have heard about something called a “721 Exchange.” It might …
CalTier REIT I is open!
We’re excited to announce that CalTier REIT I is now live!
Is BlackRock’s Recent Success Just a One-Time Occurrence or More Success for Private Equity is Anticipated?
The most recent reports on Blackstone’s performance are attracting a lot of attention, and for good reason. A 149% yearly increase in fee-related annual performance revenues is impressive. When you add in the $41.3 billion in new private equity investments and the $352 billion in total private equity assets, it …