Are there any fees?
Yes. There is a 3% asset management fee based on the total AUM in the fund, much like in public funds. There is no fee for you to invest. There are also some other fees related to the real estate. Please see the Offering Circular here: Offering Circular.
Can I invest using my credit card?
Currently, we do not accept credit cards. Over the past months, we have observed that many credit card companies have been making changes and updating their processes. Consequently, this has led to instances where certain transactions might experience delays or even cancellations. Unfortunately, we have no control over these occurrences, which could result in charges from your credit card provider. Our understanding is that this issue isn’t just affecting CalTier but also other online platforms.
Can I split my initial investment amount into 2 payments?
Not at this time. However, we suggest you invest using ACH directly to your bank account if that helps.
Do I select the properties to invest in?
Your investment is spread across a portfolio of properties. There is no need for you to select individual properties.
Does my name show as an owner?
No, your name is not on the property's deed; instead, you are purchasing a stake in a fund that owns the property.
How can I invest monthly/quarterly/weekly?
Once you make your initial investment, you can invest as little as $50 monthly. This is set on the platform, and you can change it anytime. Click here for complete instructions on how to do it.
How do I know this is the right fund for me?
We know that many factors come into play when making an investment decision, so we encourage you to do your research. When and if you are ready, we have made the investment process as streamlined as possible for you. You can review all fund materials and resources here. While we can’t advise you on investments, we can provide you with as much information as possible. If you have questions, you can speak with a team member.
How is the CalTier fund structured?
CalTier Realty Fund 1, LP, is a Limited Partnership. When you invest in our fund, you purchase shares as a Limited Partner (LP). The income and proceeds that come back to the fund are distributed to the investors accordingly based on their share ownership.
How often are payouts made?
We pay distributions monthly to the bank details you enter on file in our secure platform.
What are the fees?
Yes, there are fees. There is a 3% asset management fee based on the total AUM in the fund, much like in public funds. There is no fee for you to invest. There are also some other fees related to the real estate.
What is the minimum amount to invest?
The minimum amount to begin investing in the fund for U.S. investors is $500 and $5,000 for international investors. You cannot invest more than 10% of your annual income or net worth if you are not an accredited investor.
Who are your typical investors?
We wouldn’t say our investors are typical! But those who invest with us are strongly interested in diversifying their investment portfolios by adding multi-family and commercial real estate assets. They may be just starting out or be experienced investors who do not know how to start but are looking for a hands-off, professionally-managed, diversified approach. They can begin with a more secure and stress-free option for investing in real estate through a crowdsourcing platform like CalTier. Our investors span the gamut from accredited to nonaccredited, making investments from $500 to $1 million. The common thread is that investors are looking ...
Who is eligible to invest in 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 and the state of Washington. This is subject to change depending on international regulations and laws.
