Latest News & Articles from CalTier
The 60/40 portfolio is outdated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 …
You are invited – Series B webinar
Here is a little fun quiz for you:
What do Tesla, Amazon, Airbnb, Reddit, and Twitter all have in common?
Obviously, they are all hugely successful, but these globally recognized companies have something else in common. Do you know? Add to Calendar
Join us on the Series B webinar …
What is CalTier REIT I’s Goal?
CalTier REIT I plans to invest in a diversified portfolio of multifamily rental properties in established markets that require minimal improvements. It will focus on newly built core properties, primarily Class B & A assets in prime locations.
The primary investment criteria include stabilized properties that require minimal improvements and offer …
The Role of Alternatives in 2025 and Beyond
A big thank you to Adam Gower Ph.D. and John Scavo for joining us at our Live LinkedIn event last week. The discussion was packed with great insights and valuable topics shared by our speakers on real estate and