CalTier REIT I2025-03-13T13:18:41-07:00

CalTier REIT I

Focused on generating stable cash flow and long-term appreciation by investing primarily in Class A and B multi-family assets in established markets across the United States.

Introducing the CalTier REIT I

CalTier Multi-Family REIT I focuses on generating stable cash flow and long-term appreciation by investing primarily in Class A and B multi-family assets in established markets across the United States. As a Real Estate Investment Trust (REIT), CalTier provides a pathway for investors to gain exposure to premium real estate properties without the complexities and capital requirements of direct property ownership. Our strategic focus on high-demand urban centers in states like California and Texas allow us to capitalize on market opportunities and deliver consistent returns.

REITs typically offer several benefits, including high dividend yields, portfolio diversification, and liquidity. By pooling funds from multiple investors, REITs can acquire and manage high-quality properties that might otherwise be inaccessible to individual investors.

CalTier Multi-Family REIT I Highlights

Target Yields

Target annual returns are typically driven by steady rental income and property appreciation.

Potential Share Repurchase

The company may repurchase shares at the then current share NAV

Diversified Portfolio

Our focus is on Class A and B multi-family properties in high-demand urban centers, which may help to mitigate risks and enhance stability. REITs offer the potential for diversification by allowing investors to spread their investment across various property types and locations.

Monthly Dividend Payouts

Regular monthly payouts to investors can provide a steady income stream. REITs are required to pay out at least 90% of their taxable income as dividends. Please see disclosure below.

Types of Investments

Class A and B Multi-family Properties. Investments in properties that are stabilized and require minimal improvements, focusing on steady cash flow and reducing operational risks.

Opportunistic Commercial Real Estate

Investments in other commercial real estate types on an opportunistic basis, including properties that offer strong potential for appreciation and income.

Our Selection Criteria

Location

Focus on high-demand urban centers in states like California, Texas, Florida, Virginia, Arizona, and Utah. These locations are chosen based on market demand, economic growth, and rental income potential.

Property Quality

Targeting recently built and well-maintained core Class A and B properties selected based on condition, tenant stability, and market demand.

Tenant Demographics

Focus on properties with high tenant demand and stable occupancy rates, providing opportunity for consistent rental income and lower vacancy risks.

Managing Risk

Our diversified portfolio and strategic property selection aim to mitigate market risks. By investing in multiple properties across different locations, we aim to reduce the impact of market fluctuations.

Efficient property management has the potential to lower operational risks. We employ experienced property managers and implement best practices to maintain high occupancy rates and tenant satisfaction.

High tenant demand and stable occupancy rates may reduce tenant risks. We select properties in markets with strong economic fundamentals and high rental demand to provide the opportunity for consistent income.

Frequently Asked Questions (FAQ)

What are the offering disclaimers?2024-11-21T06:18:44-08:00

Legal and Financial Disclaimers:

Investing in real estate involves risks, including the potential loss of capital. Investors should carefully consider their financial situation and consult with their financial advisor before investing.

By law and IRS regulation, REITs must pay out 90% or more of their taxable profits to shareholders in the form of dividends. REIT investors who receive these dividends are taxed as if they are ordinary income.

How is liquidity managed?2025-02-28T16:36:18-08:00

  •  The Company will limit the total number of Shares repurchased during any calendar quarter to 5% of the number of Shares outstanding as of the beginning of the calendar quarter
  • The Board may, at any time, amend, suspend or terminate the Company’s share repurchase plan, and such amendment, suspension or termination may be implemented immediately.
  • Depending on the holding period, shares may be repurchased at a discount of the repurchase NAV (6 months to 1 year: 90% of NAV; 1 year to 2 years: 95% of NAV)
When do I receive dividends?2024-08-16T08:02:42-07:00

We aim to pay dividends monthly to provide a steady income stream for investors.

How do I invest?2024-09-10T09:25:04-07:00

To begin your investment in the CalTier REIT I, scroll down and click on the “Reserve Your Investment Here” button at the bottom of this page.

Please note that we are “Testing the Waters” and not accepting live investments at this time in our REIT I. When you click the button to reserve your investment and sign up, we will notify you when this offering is live and accepting investment.

What is a REIT?2024-08-16T08:00:44-07:00

A Real Estate Investment Trust (REIT) is a company that owns, operates, or finances income-producing real estate. REITs provide a way for individual investors to earn a share of the income produced through commercial real estate ownership without actually having to buy, manage, or finance any properties themselves.

Summary on terms

The CalTier REIT will work side-by-side with the CalTier Portfolio Fund and its partners to provide creative financing to select Multi-Family assets.

  • “Testing the Waters”****

  • Maximum Raise of $75,000,000

  • Acquisition, construction & bridge

  • Target 6-10% yearly distribution to investors (paid monthly)

  • Debt Investments secured by real estate
  • Income and Growth Strategy

  • Price Per Unit of $5

  • Minimum Investment is $500 (100 units)

  • Non-Accredited Investors Permitted

  • ACH, Credit Card, Wire and IRA accepted
  • Flexible redemption plan
  • 1% Asset Management Fee

  • Maximum Raise of $500,000,000

  • Acquisition, construction & bridge
  • Debt Investments secured by real estate
  • Income and Growth Strategy

  • Price Per Unit of $10

  • Minimum Investment is $5,000

  • Accredited Investors Permitted

  • ACH, Wire and IRA accepted

  • Flexible redemption plan
  • 1% Asset Management Fee

Distributions are not guaranteed. The actual amount and timing of distributions to the Company’s stockholders will be determined by the Board based on the Company’s financial condition and other factors it deems relevant.

Securities of CalTier REIT I, Inc. are offered through North Capital Private Securities, a member of FINRA/SIPC. Private investments are highly speculative, illiquid, may involve a complete loss of capital, and are not suitable for all investors.

14269 Danielson St #450
Poway, CA 92064

Funds

Resources

Company

© 2024 CalTier Inc | Privacy Policy | Diversity

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.

Google Play and the Google Play logo are registered trademarks of Google LLC. Apple, the Apple logo and iPhone are registered trademarks of Apple Inc.

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