Portfolio and General Investment Information

Can Canadian citizens invest?

Unfortunately, due to rules and regulations within the country, the fund is unavailable at this time. We hope to have this fund available shortly for Canadians.

August 14th, 2023|

Can I invest if I live in Washington?

Unfortunately no. The state of Washington has rules and regulations that make it difficult for investors in that state to invest. We are looking to have this as an option for Washington residents very soon.

August 14th, 2023|

Can I invest in CalTier if I don´t have a SSN?

We require several personal identification details from you to set up your account and conduct the required KYC and AML checks. This includes your SSN. If you are a non-U.S. investor, you are likely not to have a SSN. In those instances, we use other methods to identify you and conduct the required background checks. For non-US citizens, the minimum amount is $5,000. You can review this information on page 9 of our offering circular. Please contact our customer support team at support@caltier.fund if you have further questions.   

August 24th, 2023|

Can I invest in this fund if I’m not a US citizen?

Yes, we accept international investors. For non-US citizens, the minimum amount is $5,000. If you have a US SSN, you should be able to invest the minimum amount of $500. You can review this information on page 9 of our offering circular. Please feel free to contact our customer support team at support@caltier.fund if you have any further questions.   

August 14th, 2023|

Do you only depend on investors’ funds?

We use a mix of equity and debt for purchasing and investing in properties. We absolutely do not only rely on investors' funds to build our portfolio of properties.

August 14th, 2023|

How does CalTier generate income for me?

The Fund generates income from a mix of rental income and the sale of properties across our entire portfolio. We aim to pay monthly distributions based on these two activities to all of our investors based on their percentage ownership in the fund

August 14th, 2023|

Investment strategy?

We invest in multi-family units that fall into the Class B and Class C categories. We intend to use substantially all of the proceeds of this offering to acquire, manage, operate, leverage, and opportunistically sell multi-family rental properties and development projects through the purchase of equity interests in those properties. You can see more here.

August 14th, 2023|

Is there a lock-in period?

We do not have a lock-in period. You can request a withdrawal at any time, but remember that the total amount being returned to you is based on our redemption plan, which you can view on our offering circular here.

August 15th, 2023|

What if I am not an accredited investor?

You do not have to be an accredited investor to join. It is open to U.S. nationals/international citizens over the age of 18 who can invest in the fund.

August 15th, 2023|

What is the percentage of return?

We get this question all the time, and unfortunately, we cannot give a specific percentage of your return because it can fluctuate depending on how the assets in the portfolio are performing.  Based on 2022 performance, CalTier Fund I produced an annualized cash-on-cash return of 6.8%* *Past performance is not a guarantee of current or future performance.

August 15th, 2023|

What is the required amount to invest monthly?

The minimum to invest in our fund is $500 for U.S investors and $5,000 for non-U.S. We also have our “Auto Invest” feature, which you can enable for as little as $50 a month, but it is not a requirement.

August 15th, 2023|

Where are your properties located?

We currently have assets in California, Arizona, Utah, Kansas, and Texas. If you want to learn more about it, you can check out our portfolio here. *Our portfolio consists of investments made directly and participating investments with partners.

August 14th, 2023|

14269 Danielson St #450
Poway, CA 92064

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General Disclaimers

*Please read the offering circular in detail
**Non-accredited investors are subject to limits on the amount invested.
***Investment returns earned include, but are not limited to rental income from a rotating portfolio of properties and the profits from asset sales.

We intend to pay investor distributions each quarter at managerial discretion as properties produce.

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Forward Looking Statements

This webpage may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its industry. These forward-looking statements are based on the beliefs of, assumptions made by, and information currently available to the company’s management. When used in the offering materials, the words “estimate,” “project,” “believe,” “anticipate,” “intend,” “expect” and similar expressions are intended to identify forward-looking statements, which constitute forward looking statements. These statements reflect management’s current views with respect to future events and are subject to risks and uncertainties that could cause the company’s actual results to differ materially from those contained in the forward-looking statements. Investors are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date on which they are made. The company does not undertake any obligation to revise or update these forward-looking statements to reflect events or circumstances after such date or to reflect the occurrence of unanticipated events.

Regulation A Disclaimer

CalTier Inc (and companies) is offering securities through the use of an Offering Statement that the Securities and Exchange Commission (‘SEC”) has qualified under Tier II of Regulation A. While the SEC staff reviews certain forms and filings for compliance with disclosure obligations, the SEC does not evaluate the merits of any offering, nor does it determine if any securities offered are “good” investments. Securities offered via Regulation A through Dalmore Group LLC, registered broker dealer, member of FINRA (www.finra.org) , member of SIPC (www.sipc.org) acting as broker of record. This profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its markets or industry. These statements reflect management’s current views regarding future events based on available information and are subject to risks and uncertainties that could cause the company’s actual results to differ materially. Investors are cautioned not to place undue reliance on these forward-looking statements as they are meant for illustrative purposes, and they do not represent guarantees of future results, levels of activity, performance, or achievements, all of which cannot be made. Moreover, although management believes that the expectations reflected in the forward-looking statements are reasonable, neither CalTier Inc nor anyone acting on its behalf can give any assurance that such expectations will prove to have been correct nor do they have a duty to update any such statements to conform them to actual results. By accessing this site and any pages on this site, you agree to be bound by our Terms of Use and Privacy Policy, as may be amended. Securities by CalTier Inc are offered and distributed pursuant to Regulation A through the Dalmore Group LLC, a registered broker dealer, member of FINRA (www.FINRA.org) and member of SIPC (www.SIPC.org). These Securities being offered are highly speculative, you can lose your investment. Please see the offering circulars: Offering Circular and Offering Circular

In making an investment decision, investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. Regulation A offerings are speculative, illiquid, and involve a high degree of risk, including the possible loss of your entire investment.

Regulation A Offering Requalification

****No money or other consideration is being solicited, and if sent in response, will not be accepted.

No offer to buy the securities can be accepted and no part of the purchase price can be received until the offering statement filed by the company with the sec has been qualified by the sec. Any such offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of acceptance given after the date of qualification.

An indication of interest involves no obligation or commitment of any kind.

An offering statement regarding this offering has been filed with the SEC. You may obtain a copy of the preliminary offering circular that is part of that offering statement by clicking here.

Registered Internet Advisor Disclaimer

Investment advice is provided via an online process by CalTier Advisors LLC (“CTA”). CTA is a Registered Internet Advisor with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Advisory services are provided to investors who become clients of CTA (“Clients”) and agree to the Investment Advisory Agreement when creating an account on the CalTier platform. CTA is paid by CalTier for these services.

Form ADV Part 2A can be viewed here