Build Your Retirement Savings With Real Estate
Commercial Real Estate has been a popular nontraditional asset class for people looking to grow their retirement funds. It has shown to be resilient to market fluctuations and can have significant tax advantages.
(CalTier, Alto IRA and You!)
Make Your Money Work Hard For Your Retirement
CalTier (and related parties) has partnered with ALTO IRA to offer a unique platform that allows you to invest directly from your Self-Directed IRA account Into real estate. The best part? CalTier Fund 1 LP covers your Alto IRA account fees*
*The partnership benefits between CalTier (and parties) and AltoIRA are based on the ‘Pro’ account terms.A minimum of $5,000 is required for CalTier to cover these fees. 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 Fund 1 will reimburse the account fee to AltoIRA at least 60 days after a new account opening so long as you invest a minimum of $5,000 into the CalTier Fund 1, LP offering. If your new account meets the minimum investment requirements, Alto will reimburse the account opening fee to you. Additionally, if you maintain a minimum of $5,000 per year in the CalTier Fund 1, LP offering then CalTier Fund 1 will continue to cover the $250 yearly account fee at no cost to you
CalTier Fund 1 will also cover the $10 investment fee for CalTier Fund 1, LP investments. CalTier Fund 1 will not cover any other fee such as wire, account closure or investments into non CalTier offerings. You are free however to make as many of those as you wish.
The Pro Account offers optional features with additional fees which CalTier Fund 1 will not be covering:
- Checkbook one time fee: $500 (add-on)
- Outbound wire fee: $25 (if needed for non-CalTier offerings)
- Account closure: $50
Benefits of a Self Directed IRA
Our partnership with Alto IRA gives you access to The CalTier IRA and all its benefits.
Control
With a Self Direct IRA (SDIRA) you control where your money is invested.
Options Beyond the Stock Market
SDIRA allows more flexibility to be able to invest into asset classes such as real estate.
Tax Advantages
Using your SDIRA can have significant tax advantages.
Legacy building
You can leave your SDIRA to one or several of your loved ones.
Key Reasons to Join
Access professionally managed, often institutional grade, multi-family investments which are not always available to retail investors.
Learn More about CalTier Fund 1
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.***
