Company Updates

  • TAX-EFFICIENT-SOLUTION-CROWDFUNDING-MULTIFAMILY

[Webinar replay] CalTier and Alto IRA join forces to offer a brilliant solution to building wealth!

CalTier and Alto IRA have joined forces to provide the everyday investor with a tax-efficient solution to build wealth with commercial real estate. Use Alto's Digital Self-Directed IRA to invest in the Caltier Portfolio Fund and much more..... Check out the webinar replay below to learn more about tax-efficient investing:     *The partnership benefits between CalTier and AltoIRA are based on the 'Pro' account terms. The following fees apply: Account opening fee: $250 Partner Investment fee: $10 You will be charged the account opening fee by Alto of $250 when setting up your account. CalTier will reimburse the ...

September 18th, 2021|
  • MULTIFAMILY-INDUSTRY-PEAK-BENEFITS-CROWDFUDING-FREDDIE-MAC

Multi-Family market set for a record breaking year

According to Freddie Mac, the Multi-Family industry may have a record-setting origination year.   As reported in the Multi-Housing news publication, the Freddie Mac Multi-Family Mid-Year Outlook says that between $385 billion and $410 billion could occur by the end of the year.   We are incredibly excited about such news from Freddie Mac for us and our investor partners, who benefit from Multi-Family growth by being part of the CalTier Fund. As you can see from the table below, almost all unit sizes are seeing a rise in rent growth. The investor activity comes as demand for multi-family housing ...

July 28th, 2021|
  • PARTNERS-HIGH-PERFORMANCE-TEAM-IMPROVEMENT-PARTNERSHIP

Meet some of our Real Estate Partners

A high-performing team needs high-performing team members, and that's precisely what we have at CalTier. Our Real Estate partners are some of the most nationally recognized companies in the industry and provide us with many opportunities the fund invests into. It's one of the elements that sets us apart in the fractional real estate investment market.   Our business plan is to spread investments across our directly owned deals AND partner deals. This allows our investors to benefit from investments they might not otherwise be able to participate in.   We take a lot of time and attention to our ...

July 15th, 2021|
  • TAX-EFFICIENT-REAL-ESTATE-MULTIFAMILY-CROWDFUNDING

Tax Efficient Investing for Real Estate

Matt Belcher talks with James Jones about tax-efficient real estate investing using self-directed IRA's.   Click below to watch the video  

July 9th, 2021|
  • STRATEGIC-ADVISOR-IRA-WEALTH-MANAGEMENT

CalTier Welcomes James Jones as Strategic Advisor!

We are delighted to announce that James Jones is joining CalTier as our Strategic Advisor for Wealth Management and Self Directed IRA's.   This is fantastic news for CalTier and our current and potential investors. James brings years of business, wealth management, and financial services experience to the table and has been a pioneering leader of the Self Directed IRA market.   To say we are excited to have James helping us grow our Self Direct IRA market would be an understatement!   "Aside from James' experience and knowledge in the Self Directed IRA market, he is just one of ...

June 1st, 2021|

14269 Danielson St #450
Poway, CA 92064

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General Disclaimers

*Please read the offering circular in detail for redemption details. Redemptions are not always available.
**Non-accredited investors are subject to limits on the amount invested.
***Investment returns earned include, but are not limited to rental income from a rotating portfolio of properties and the profits from asset sales.

We intend to pay investor distributions each quarter at managerial discretion as properties produce.

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Forward Looking Statements

This webpage may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its industry. These forward-looking statements are based on the beliefs of, assumptions made by, and information currently available to the company’s management. When used in the offering materials, the words “estimate,” “project,” “believe,” “anticipate,” “intend,” “expect” and similar expressions are intended to identify forward-looking statements, which constitute forward looking statements. These statements reflect management’s current views with respect to future events and are subject to risks and uncertainties that could cause the company’s actual results to differ materially from those contained in the forward-looking statements. Investors are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date on which they are made. The company does not undertake any obligation to revise or update these forward-looking statements to reflect events or circumstances after such date or to reflect the occurrence of unanticipated events.

Regulation A Disclaimer

CalTier Inc (and companies) is offering securities through the use of an Offering Statement that the Securities and Exchange Commission (‘SEC”) has qualified under Tier II of Regulation A. While the SEC staff reviews certain forms and filings for compliance with disclosure obligations, the SEC does not evaluate the merits of any offering, nor does it determine if any securities offered are “good” investments. Securities offered via Regulation A through Dalmore Group LLC, registered broker dealer, member of FINRA (www.finra.org) , member of SIPC (www.sipc.org) acting as broker of record. This profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its markets or industry. These statements reflect management’s current views regarding future events based on available information and are subject to risks and uncertainties that could cause the company’s actual results to differ materially. Investors are cautioned not to place undue reliance on these forward-looking statements as they are meant for illustrative purposes, and they do not represent guarantees of future results, levels of activity, performance, or achievements, all of which cannot be made. Moreover, although management believes that the expectations reflected in the forward-looking statements are reasonable, neither CalTier Inc nor anyone acting on its behalf can give any assurance that such expectations will prove to have been correct nor do they have a duty to update any such statements to conform them to actual results. By accessing this site and any pages on this site, you agree to be bound by our Terms of Use and Privacy Policy, as may be amended. Securities by CalTier Inc are offered and distributed pursuant to Regulation A through the Dalmore Group LLC, a registered broker dealer, member of FINRA (www.FINRA.org) and member of SIPC (www.SIPC.org). These Securities being offered are highly speculative, you can lose your investment. Please see the offering circulars: Offering Circular and Offering Circular

In making an investment decision, investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. Regulation A offerings are speculative, illiquid, and involve a high degree of risk, including the possible loss of your entire investment.

Regulation A Offering Requalification

****No money or other consideration is being solicited, and if sent in response, will not be accepted.

No offer to buy the securities can be accepted and no part of the purchase price can be received until the offering statement filed by the company with the sec has been qualified by the sec. Any such offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of acceptance given after the date of qualification.

An indication of interest involves no obligation or commitment of any kind.

An offering statement regarding this offering has been filed with the SEC. You may obtain a copy of the preliminary offering circular that is part of that offering statement by clicking here.

Registered Internet Advisor Disclaimer

Investment advice is provided via an online process by CalTier Advisors LLC (“CTA”). CTA is a Registered Internet Advisor with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Advisory services are provided to investors who become clients of CTA (“Clients”) and agree to the Investment Advisory Agreement when creating an account on the CalTier platform. CTA is paid by CalTier for these services.

Form ADV Part 2A can be viewed here