All investors are entitled to a 30-day Money-Back no-questions-asked refund should you decide this is not for you. Additionally, each investor has a 3-month introductory period during which
100% of their investment can be redeemed – subject to limitations as detailed in the offering circular. Redemptions may be requested monthly with a 60-day notice. Please refer to the offering circular to view our redemption plan in full

Your annual detailed tax information will be reported on a K-1 if required, and we aim to deliver it to you in electronic form by the 31st of January of the year following each taxable year.

No! Absolutely not. Our Reg A + platform allows both accredited and non-accredited investors to invest. Non-accredited investors are limited to 10% of the annual payment or their net worth, whichever is larger.

It’s simple. Click Invest Now, and you will be guided through the online investment process. Getting your investment in motion will likely only take six or so minutes. A member of the CalTier Team is here to help answer your questions should you need it.

You become a passive limited partner (LP), receiving profit and capital distributions when you purchase units in the fund. We do the work for you.

We know that making investment decisions can be time-consuming, but we have made the process as streamlined as possible for you. We recommend that you review all fund materials, research multi-family investment opportunities (we have some great resources here), and speak with our team to see if CalTier is the right platform for your investment portfolio.

Yes! Depending on your status, you can make multiple investments into the fund. However, each investment is considered a new transaction – with a minimum of $500 and a max of 10% of your yearly income.

We wouldn’t say our investors are typical! But those who invest with us are intensely interested in diversifying their investment portfolios by adding multi-family, commercial real estate assets. They may need to learn how best to start doing it and want to begin with a more secure and stress-free option, such as through a crowdsourcing platform like CalTier

Anyone, regardless of wealth level, whether a U.S. national or international citizen over the age of 18, can invest in the fund.

We accept investors worldwide, except for Canada.

We do not require any verification or self-accreditation to invest in our fund.

Once registered on our platform and have already made an initial investment, you can continue contributing to that investment by ACH, debit card, check, or wire transfer.

This is what makes our fund so attractive – its low-cost entry point. The minimum amount to begin investing into the fund is $500. If you are not an accredited investor, you can invest more than 10% of your annual income or your net worth every year

Investors can complete an online form on the platform by providing name, address, State, and a few other questions. To invest, one just selects method of payment and will be guided through the final steps. You can save and exit at any time and return later if you wish.

As an investor in our fund, your investment goes directly into purchasing and managing the properties. Our general partner is entitled to specific upfront costs and ongoing operations reimbursements, including but not limited to a fixed annual management fee of 3% based on the fund’s assets under management. No other fees are paid by you to participate.

Investment returns include but are not limited to rental income from a rotating portfolio of properties and the profits from asset sales. Investor distributions will typically be paid each quarter (or more frequently) at the fund’s discretion as properties produce cash flow and income.

Yes absolutely. Please speak with us to learn how this works, or just start the investment process and tell us you will use your IRA. It’s straightforward, and many of our investors do it this way.

CalTier Realty Fund is an LP – a Limited Partnership. When you invest, you become our partner. Your investment buys you Units of ownership in the LP. Our fund will be comprised primarily of premium multi-family properties across the U.S. These acquisitions consist of properties directly owned and managed as well as properties co-invested with some of the most well-respected and experienced commercial real estate professionals.