auto-invest

How does this work?

3 easy steps: 1. You invest in the CalTier Fund and receive units (shares) in a portfolio of cash-flowing apartment buildings. Make a one-time investment or use our auto-invest feature through secure payment gateways with your bank or retirement account, such as a Self-Directed IRA or 401K Roll-Over. You do not need to be an accredited investor to join! 2. Our team makes investments into a portfolio of Multi-Family (apartment) buildings, either directly or with partners. Typically, these properties are institutional-grade and not available to the general public ('often off-market). 3. As the fund receives income from the properties, we ...

August 14th, 2023|

I set up my “Auto Invest” feature, but I want to change the payment method. How can I do this?

Not to worry; you can modify the payment method for this feature at any time. You can do so by following the instructions below: 1. Log into your private dashboard here 2. Navigate to ‘Portfolio’ at the top 3. Navigate to ‘INVESTMENTS’ 4. Scroll to the bottom where you see the button ‘Active’ or ’Enable’ 5. Click the pencil icon 6. Set a payment method for this feature. Once this is set up, your future transactions will be invested via the payment method you choose for this feature.

August 15th, 2023|