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  • Charles Schwab Alternatives

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 to its client base. So, what's the big deal with alternative investments? Firstly, if you are not sure what an 'alternative investment' is, have a look at this article. Generally speaking, alternative investments such as commodities, collectibles, and real estate are considered options for balancing an investment portfolio outside your typical ...

May 31st, 2024|

Invest in a Crowdfunding Real Estate Company – Looking Ahead

I am incredibly proud of our achievements with CalTier in the last 24 months. It feels like only yesterday that Parker, Travis, and I sat in a small San Diego office one evening planning how the company will be formed, what products we will invest in, and figuring out all the additional million details. Little did we know what this would grow into! I can, hand on heart, tell you that of all the businesses I have been involved in over twenty years, this one has taken the most effort, but it is the most rewarding by a long way ...

October 6th, 2023|
  • POWER-OF-THE-CROWD-CROWDFUNDING-INVEST-REALESTATE

The Power of Many

We all know that 'many hands make light work' and that a 'team is stronger than the individual,' but is that relevant concerning personal finances? We 100% Believe So! The real strength behind the CalTier fund is that it leverages the power of the crowd. The Multi-Family assets we invest in are incredibly desirable to many companies and institutions looking to purchase them.   For most people, they are entirely out of reach.   Not least because you often have to be an accredited investor and invest a minimum of $250K+ each time. Also, your money can be 'tied up' for ...

May 18th, 2021|