Our Funds

CalTier is an equity crowdfunding platform that opens the door to professionally managed institutional-grade multi-family investments not typically available to the retail investor. We identify, negotiate, invest and manage these multi-family assets on your behalf so you don’t have to.

Multi-Family Portfolio Fund

  • Offering Statement Qualified by the SEC

  • Maximum Raise of $50,000,000

  • Equity Investment into assets such as a LP or GP

  • Current Per Unit price is $5

  • Minimum Investment is $500 (100 units)

  • Non Accredited Investors Permitted
  • ACH, Credit Card, Wire and IRA accepted
  • Target 8%+ yearly distribution to investors

  • The value of fund units can increase as the Assets Under Management (AUM) Increase

  • Flexible redemption plan
  • 3% Asset Management Fee (based on total AUM of fund)

The CalTier Portfolio Fund (CalTier Fund 1, LP) aims to invest in existing class ‘B & C’ multi-family assets in the West & South Western United States.

These assets will have an identified ‘value-add’ aspect to them in that if they are acquired and then improved, the rents can be increased to meet the local economic standard.

We look for assets in areas that have fundamental economic drivers such as major infrastructure improvements, large businesses opening operations and more.

The Fund contributes equity as the General Partner to Limited Partner depending on the asset and the best returns possible.

  • Offering Statement Qualified by the SEC

  • Maximum Raise of $50,000,000

  • Equity Investment into assets such as a LP or GP

  • Current Per Unit price is $5

  • Minimum Investment is $500 (100 units)

  • Non Accredited Investors Permitted
  • ACH, Credit Card, Wire and IRA accepted
  • Target 8%+ yearly distribution to investors

  • The value of fund units can increase as the Assets Under Management (AUM) Increase

  • Flexible redemption plan
  • 3% Asset Management Fee (based on total AUM of fund)

To view the offering circular, click here.

CalTier REIT

The world is changing, and we are looking ahead into the future. While no one can exactly predict the future, we have seen that there could be an excellent opportunity for an income and growth fund providing debt financing on qualifying Multi-Family assets.

The CalTier REIT will work side-by-side with the CalTier Portfolio Fund and its partners to provide creative financing to select Multi-Family assets.

The fund will be an open-ended ‘evergreen’ fund providing much needed financing to core-plus and value-add assets.

  • “Testing the Waters”****

  • Maximum Raise of $75,000,000

  • Acquisition, construction & bridge
  • Target 4-6% yearly distribution to investors (paid monthly)
  • Debt Investments secured by real estate
  • Income and Growth Strategy

  • Price Per Unit of $5

  • Minimum Investment is $500 (100 units)

  • Non-Accredited Investors Permitted

  • ACH, Credit Card, Wire and IRA accepted
  • Flexible redemption plan
  • 1% Asset Management Fee

  • “Testing the Waters”****

  • Maximum Raise of $75,000,000

  • Acquisition, construction & bridge
  • Target 4-6% yearly distribution to investors (paid monthly)
  • Debt Investments secured by real estate
  • Income and Growth Strategy

  • Price Per Unit of $5

  • Minimum Investment is $500 (100 units)

  • Non-Accredited Investors Permitted

  • ACH, Credit Card, Wire and IRA accepted
  • Flexible redemption plan
  • 1% Asset Management Fee

****CALTIER INC. IS “TESTING THE WATERS” UNDER REGULATION A UNDER THE SECURITIES ACT OF 1933. THIS PROCESS ALLOWS COMPANIES TO DETERMINE WHETHER THERE MAY BE INTEREST IN AN EVENTUAL OFFERING OF ITS SECURITIES. THE COMPANY IS NOT UNDER ANY OBLIGATION TO MAKE AN OFFERING UNDER REGULATION A. IT MAY CHOOSE TO MAKE AN OFFERING TO SOME, BUT NOT ALL, OF THE PEOPLE WHO INDICATE AN INTEREST IN INVESTING, AND THAT OFFERING MIGHT NOT BE MADE UNDER REGULATION A. IF THE COMPANY DOES GO AHEAD WITH AN OFFERING, IT WILL ONLY BE ABLE TO MAKE SALES AFTER IT HAS FILED AN OFFERING STATEMENT WITH THE SECURITIES AND EXCHANGE COMMISSION (SEC) AND THE SEC HAS “QUALIFIED” THE OFFERING STATEMENT. THE INFORMATION IN THAT OFFERING STATEMENT WILL BE MORE COMPLETE THAN THE INFORMATION THE COMPANY IS PROVIDING NOW, AND COULD DIFFER IN IMPORTANT WAYS. YOU MUST READ THE DOCUMENTS FILED WITH THE SEC BEFORE INVESTING.

What Our Investors Have to Say

It’s about time alternative investments are available to non-accredited investors. Diversification is important. I can buy lottery tickets, gamble, and buy risky stocks but not invest in a private equity fund managed by professionals? The logic never made sense. We should be able to invest our money how we want!

Ed Wikstrom

I’m invested now… my experience with the team has been excellent!

Wannie

I recently spoke to the CalTier investor relations team. After learning more about the CalTier fund and its structure, I became interested to invest with the team and have already invested with them!

Anees Ayaz

I love investing with CalTier because it is easy. The dividends have come in consistently and I am very happy with the courteous customer service! Thank you very much.

Ken

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!

Learn More

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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