We are on a mission to open the doors to wealth-building opportunities once reserved for institutions and the ultra wealthy. With the rise of accessibility to alternative investments, the playing field is leveling, and we’re leading the charge to make these powerful financial tools accessible to all.
Why Alternative Investments Matter
Alternative investments are reshaping the way we think about wealth management. Here’s why they can be critical for today’s investors:
- Enhanced Diversification: Alternative assets like real estate, private equity, and hedge funds often move independently of traditional markets like stocks and bonds. This independence offers a vital layer of protection against market volatility, ensuring more stable returns even in uncertain times.
- Higher Return Potential: Historically, private markets have outperformed public markets. From private equity to real estate, alternative investments provide access to opportunities that deliver potential strong, long-term gains.
- Inflation Hedge: Real assets such as real estate and infrastructure naturally increase in value over time, making them effective hedges against inflation. By investing in these assets, your wealth grows alongside the economy.
- Income Generation: Many alternatives, including multifamily real estate, generate steady income streams through rents, dividends, or interest payments. These returns can significantly enhance your overall portfolio yield.
- Access to Exclusive Opportunities: Firms like BlackRock and Charles Schwab are already embracing alternative investments for their clients, signaling a shift toward wider adoption. With platforms like CalTier, these once-exclusive opportunities are now available to everyday investors.
The growing appeal of alternative investments lies in their ability to protect and grow wealth in ways that traditional investments cannot. At CalTier, we’re here to make these opportunities accessible, transparent, and profitable for everyone.
The Giants are pushing Alternatives
If you need more proof that alternatives are a massively growing trend, you only need to look at what some of the largest financial services companies are doing. Many are expanding their platforms through strategic partnerships or directly to give their investor communities access to alternatives like real estate.
KKR sees ‘trillions’ of retail investor dollars moving to alts
Morgan Stanley wealth unit unveils plan to hit growth target
Fidelity moves to arm advisors with alts intelligence
A $67T and $264B market
The United States leads the world in private wealth, holding $67 trillion in liquid investable assets, which accounts for 32% of global wealth. With 5.5 million high-net-worth individuals (HNWIs), representing 37% of the global millionaire population, the U.S. continues to grow as a wealth hub. Over the past decade, the number of millionaires in the country has risen by 62%, significantly outpacing the global growth rate of 38%. This financial power positions the U.S. as a critical player in both traditional and emerging investment markets.
Meanwhile, the global crowdfunding market is projected to grow by $264.09 billion between 2022 and 2027, with a compound annual growth rate (CAGR) of 15.86%. This rapid expansion is fueled by the increasing use of social media as a cost-effective promotional tool, enabling campaigns to reach wider audiences. The Asia-Pacific (APAC) region is expected to lead this growth, contributing 62% of the market expansion.
The convergence of these two trends presents unique opportunities. Wealthy investors in the U.S. are increasingly turning to alternative investment platforms like crowdfunding to diversify their portfolios and support innovative projects. Crowdfunding, in turn, provides a democratized way for entrepreneurs to access a vast pool of potential investors, fostering innovation and economic growth.
The intersection of America’s substantial private wealth and the global rise of crowdfunding highlights a synergistic potential. This relationship creates new avenues for impactful investments from HNWIs while addressing funding challenges for startups and other ventures. Together, these forces promote a more vibrant and inclusive global economy. With its dominance in both private wealth and growing interest in crowdfunding, the U.S. plays a pivotal role in shaping the future of investment and innovation.**
Our Mission and Growth
Our journey began with a simple belief: everyone deserves the chance to grow their wealth. With 32,000 registered users and counting, CalTier has created a community of investors who share our vision. The numbers speak for themselves:
- 32,000 registered users
- Average Investment per Investor: $3,490
Our goal is to grow these numbers to:
- 100,000 registered users users
- Average investment per user $10K
With these numbers, we believe we can achieve a real estate portfolio worth $7 billion in total within 36 months. Lofty goals? ABSOLUTELY!
How We’re Making It Happen
Our user-friendly platform is designed with simplicity and transparency in mind. From flexible investment options to robust regulatory oversight, CalTier makes it easy for everyone to participate in alternative investments. Our key differentiators include:
- Ease of Use: Whether you’re a seasoned investor or just starting out, our platform is built to guide you every step of the way.
- Diverse Portfolio: With multifamily real estate investments across growing markets, we provide opportunities that balance risk and reward.
- Compliance and Trust: With stringent regulatory oversight and providing access to all investors, not just accredited.
Through our $5 million Series B round, we aim to supercharge our platform with new funds, enhanced technology, and expanded user acquisition.
Join the Movement
The future of investing is here, and it’s accessible to everyone. Alternative investments are no longer reserved for the ultra-wealthy—they’re essential to any diversified portfolio. With $67 trillion in liquid private wealth and a global crowdfunding market projected to grow to $264 billion by 2027, the time to act is now.
View the Series B here to learn more and invest. The minimum is only $5,000, and there are bonus shares available for larger investment amounts.
*Valuation
The Subscriber acknowledges that the price of the Securities was set by the Company on the basis of the Company’s internal valuation, and no warranties are made as to value. The Subscriber further acknowledges that future offerings of Securities may be made at lower valuations, with the result that the Subscriber’s investment will bear a lower valuation.
Any valuation of our Company at this stage is difficult to assess. Unlike listed companies that are valued publicly through market-driven stock prices, the valuation of private companies, especially startups, is difficult to assess. As a result, if you invest in this offering, you risk overpaying for your investment.
THIS PRESENTATION INCLUDES OR MAY INCLUDE CERTAIN STATEMENTS, ESTIMATES, AND FORWARD-LOOKING PROJECTIONS WITH RESPECT TO THE ANTICIPATED FUTURE PERFORMANCE OF THE COMPANY. SUCH STATEMENTS, ESTIMATES, AND FORWARD-LOOKING PROJECTIONS REFLECT VARIOUS ASSUMPTIONS OF THE MANAGER THAT MAY OR MAY NOT PROVE TO BE CORRECT OR THAT MAY INVOLVE VARIOUS UNCERTAINTIES. NO REPRESENTATION IS MADE, AND NO ASSURANCE CAN BE GIVEN, THAT THE COMPANY CAN OR WILL ATTAIN THE MANAGER’S PROJECTED RESULTS. ACTUAL RESULTS MAY VARY, PERHAPS MATERIALLY, FROM SUCH PROJECTIONS.
