Latest News & Articles from CalTier
Hickory Point – Newport News, Virginia
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 Ritz Banc Group (RBG).
RBG represents another solid partner on the East Coast, specifically in the Virginia/Washington DC region. They have years of experience in Multifamily and …
Portfolio Allocation – Why Alternative Investments?
According to this Fidelity research report, “Institutions have historically held higher average allocations to alternatives than advisors (23% vs. 6%).“.
23% to 6%, that’s a massive difference.
They go on to say some of the reasons why “….given barriers to entry such as manager access, perceived costs, liquidity considerations, and high …
January Distributions Are On Their Way
For those who have already invested with us, you will find January’s distribution reflected in your account (the 28th consecutive). Log into your account and click on ‘Portfolio’ at the top to see your investment.
If you are not invested with us yet and have …
The Future of Multifamily Apartment Investing: Insights and Opportunities – NMHC Insights
While no one has the ability to predict the future, there are ways to gain reasonable insights based on history and trends that affect the market you are analyzing.
The National Apartment Association and National Multifamily Housing Council’s (NMHC) insights report (view the report here
Tools to make investing in real estate easier
You might have seen recently we sent out a short survey to our investment community. Thank you to all those who were able to give your feedback. It is invaluable to us to hear from you.
A staggering 83% said they found the re-invest feature of most value and 16.7% the …
Cortland Portfolio
Exciting news to close out the year!
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How Wealth Management Trends Are Shifting
The latest study from Campden Wealth and RBC, as discussed in this CNBC article, reveals an intriguing trend: family offices are increasingly reallocating their investments from traditional stocks to private markets.
The article states: “Their stock allocation has come down from 31% the year before, while their …
A Strong Year For The Portfolio
Are U.S Treasury Bonds Better Than Real Estate?
Many online and financial publications are advocating investment in short-term U.S. Treasury bonds. It’s not surprising, as many of them are offering around a 5% yield, depending on the duration.
5% isn’t bad for just putting your money in a safe place!
But is it better than investing in real estate? We …
November Distributions Are On Thier Way
For those invested with us already, you will find November’s distribution reflected in your account (the 26th consecutive), and based on this payment, the fund is producing a year-to-date (January to November) return of 6.1%*.
If you are not invested with us yet and …