Frequently Asked Questions2023-02-01T14:17:40-08:00

Frequently Asked Questions

New to investing and want to learn more about some of the basics? Check out our list below of commonly asked questions for our multifamily portfolio fund.

If you’d prefer to speak with a member of our team and walk through any questions you have, please don’t hesitate to contact us with your question or request to schedule a call with our team:


How flexible is your redemption plan?2023-02-01T14:50:48-08:00

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

What tax documents can I expect to receive?2023-02-01T14:50:35-08:00

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.

Do I have to be an accredited investor?2023-02-01T14:56:45-08:00

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.

How do I start?2023-02-01T14:55:59-08:00

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.

What does being a CalTier Realty Fund Partner mean?2023-02-01T14:57:02-08:00

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.

How do I know if this is the right fund for me?2023-02-01T14:53:14-08:00

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.

What is a Partner Acquisition?2023-02-01T14:51:15-08:00

A Partner Acquisition is an investment in which the fund invests side-by-side with wellestablished Multi-Family acquisition partners. This strategy provides you with exclusive access to off-market acquisitions in select markets that are poised for economic development and growth nationally, with typically 50-200+ units in size.

Can I make subsequent investments?2023-02-01T14:50:24-08:00

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.

Who are your typical investors?2023-02-01T14:56:16-08:00

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

Who is eligible to invest in the CalTier fund?2023-02-01T14:49:17-08:00

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.

What if I am an Accredited Investor?2023-02-01T14:52:46-08:00

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

How do I contribute to my investment?2023-02-01T14:51:28-08:00

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.

What is the required minimum investment amount?2023-02-01T14:52:59-08:00

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

What information do I need to begin the registration process?2022-08-05T17:38:24-07:00

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.

What kind of fees do investors pay?2023-02-01T14:49:36-08:00

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.

What Dividend or Returns payments are made and when?2023-02-01T14:51:03-08:00

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.

Can I invest through my IRA?2023-02-01T14:55:46-08:00

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.

What is the CalTier Realty Fund? What am I investing in?2023-02-01T14:53:30-08:00

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.

100% Money Back Guarantee

Still not sure if you should invest? Start with the minimum $500 investment and give our platform a try. If you are not satisfied for any reason, we’ll give you a full refund!

Access — To professionally managed, institutional-grade multi-family investments

Diverse Portfolio — Via direct and partner acquisitions

Qualified Fund — Our fund’s offering circular has been qualified by the Securities and Exchange Commission

Returns — Through rental and sale income from a portfolio of properties.***

“Everyone should have access to the best commercial real estate investments. Not just the 1%.”

CalTier CEO & Founder
Matt Belcher

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  • Diverse Portfolio

  • Open to Non-Accredited Investors

  • $500 Minimum
  • Low Fees*

  • Redemption Flexibility*

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