Latest News & Articles from CalTier
Closing June 30th
Charles Schwab and Alternatives
We have recently sent out several media pieces that talk about ‘alternatives’ in the market.
Some included names such as SoFi and Morgan Stanley, which are adding alternative investments to their platforms. Charles Schwab just announced that it is making iCapital its exclusive partner to offer alternative investments …
Accredited Investor CalTier Opportunities
Please read each offering circular and disclosure carefully. Thank you.
The Retreat
In the video, I say the closing date is May 15th, but I negotiated an extension until June 30th. So, if you want to participate in this opportunity, there is time. You can invest using a Self-Directed IRA if that …
Lakewood – Real Estate Update
Below is another solid update for the Lakewood apartments in Houston, Texas, which is part of the CalTier Fund 1 portfolio of participating investments.
At the end of last quarter, Lakewood was 90.9% occupied and 91.6% pre-leased. While these numbers are very good, the property had several unexpected and …
Class A, Class B and Class C Property Explained
Our investors often ask about the difference between Class A, Class B, and Class C properties. While there are some boundaries between these three real estate classifications, there are no official guidelines.
We’ll go into the details below, but in a very simple sense:
Tools to make real estate investing easy
We recognize the common hurdles for many in real estate investment, such as the significant time commitment, substantial initial capital often needed, and finding accessible opportunities.
These challenges often discourage many from participating in real estate investing. To combat these issues, CalTier offers a set of solutions aimed at making real …
APEX – Real Estate Update
Below is a great update for the APEX apartments in Fort Worth, Texas, which is part of the CalTier Fund 1 portfolio of participating assets.
Occupancy has remained near 95% since late 2023, and the property management team is working diligently to improve collections.
To date, renovations have been …
Q&A webinar
If you missed the live Q&A webinar, watch/listen/read below.
We had some fantastic questions from the community about our various funds, general questions on ‘how this works’, real estate as a whole, and more.
Here is some of what we talked about last time:
We already …
What Are Alternative Investments? Definition and Examples
CalTier does not provide investment advice. This is purely for informational purposes only.
Alternative investments have the capability to offset market volatility and inflation by diversifying your portfolio beyond traditional investment classes like stocks and bonds. While they come with risk like any investment, alternative …










