Distributions have been paid
Happy 2025! We hope you had a wonderful holiday break and new year. What better way to start the new year than with another distribution?! For those invested with CalTier Fund I, the December distribution is being processed and will be reflected in your account in the next few days. This marks the 39th consecutive monthly distribution we have paid to CalTier Fund 1 investors! Distributions are paid from the income generated by the real estate portfolio in CalTier Fund I—assets like your participating investment in Sabine Lofts - a one-of-a-kind 198-unit loft-style multi-family community minutes from downtown ...
Redefining Wealth: CalTier’s Vision for Opening Up Alternative Investments for Everyone
We are on a mission to open the doors to wealth-building opportunities once reserved for institutions and the ultra wealthy. With the rise of accessibility to alternative investments, the playing field is leveling, and we’re leading the charge to make these powerful financial tools accessible to all. Why Alternative Investments Matter Alternative investments are reshaping the way we think about wealth management. Here’s why they can be critical for today’s investors: Enhanced Diversification: Alternative assets like real estate, private equity, and hedge funds often move independently of traditional markets like stocks and bonds. This independence offers a vital layer of ...
Portfolio Update Q3
We are pleased to provide you with the Q3 real estate portfolio update. While there has been some chatter in the press about commercial real estate, we are seeing strong fundamentals, specifically in multi-family. In this update: Summary Real Estate Commentary Joint Venture Partner Investments Direct Investments Please note that prior performance is not a guarantee of future performance, and all commentary should not be considered investment advice. Summary Real Estate Commentary Steady Demand and Rent Growth Despite economic fluctuations, the multi-family market continues to demonstrate robust demand. Nationally, rent growth improved to 2% year-over-year in the third ...
Alternatives on Yahoo
When things go mainstream, one probably has to stop and take notice. Over the last year, we have seen extensive media coverage about the major players moving into alternatives, especially offering these to 'retail investors'. We started CalTier for this very reason. To give retail investors easy access to alternative investments like real estate. Bernstein Private Wealth Management Strategist Roosevelt Bowman, said in his interview with Yahoo Finance: "And I would say mainly we're focused in the credit space, but there's certainly great opportunity in real estate equity and debt as well." We agree. He also mentions Multi-Family.....interesting..... Did ...
Closing June 30th
We wanted to let you know that the CalTier Inc Reg D Accredited Investor opportunity is closing on June 30th. We created this Reg D offering to provide our accredited investor community with an opportunity to become a shareholder while taking advantage of more bonuses. The bonuses are structured as below: $10K - 8% bonus shares* $12.5K - 10% bonus shares* $20K - 15% bonus shares* $25K - 17% bonus shares* $50K - 20% bonus shares* $100K - 25% bonus shares* $250K - 35% bonus shares* *Please read the PPM and Subscription documents for details Qualifying Bonus shares are automatically ...
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 had a ton of questions that a lot of people put into the registration form, so thank you so much for that. We encourage everybody to read all of our disclaimers, especially our offering circulars, regarding the offerings that we offer here on our Caltier platform. We are going to be ...
