Multi-Family Portfolio 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.

Offering Circular

EDGAR Filing

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, Wire and IRA accepted

  • 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, Wire and IRA accepted

  • 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)

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 ANY SUCH OFFER MAY BE WITHDRAWN OR REVOKED, WITHOUT OBLIGATION OR COMMITMENT OF ANY KIND, AT ANY TIME BEFORE NOTICE OF ACCEPTANCE GIVEN AFTER THE DATE OF QUALIFICATION.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 FROM HERE.

What Our Investors Have to Say

Testimonials may not be representative of all investors and are not a guarantee of future performance.

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

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.***

“Everyone should have access to alternative investments. Not just institutions.”

CalTier CEO & Founder
Matt Belcher

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  • Diversify Your Portfolio

  • Open to Non-Accredited Investors

  • Redemption Flexibility*

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