REIT2024-08-16T08:31:18-07:00

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

High Yields

Projected annual returns of 6-10%, driven by steady rental income and property appreciation.

Liquidity

Options for liquidity provide flexibility for investors.

Diversified Portfolio

Our focus is on Class A and B multi-family properties in high-demand urban centers, which help to mitigate risks and enhance stability. REITs offer 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.

Types of Investments

Class A and B Multifamily 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 provides low 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 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?2024-08-16T08:05:00-07:00

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?2024-08-16T08:03:15-07:00

Options for quarterly liquidity provide flexibility for investors.

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.

What are the expected returns?2024-08-16T08:02:20-07:00

Projected annual returns of 6-10%, driven by rental income and property appreciation.

How do I invest?2024-08-16T08:01:51-07:00

The steps to investing in the CalTier REIT I, including how to get started and what the minimum investment requirements are:

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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.

CalTier REIT

The world is changing, and we are looking ahead into the future. While no one can exactly predict the future, we have seen that there could be an excellent opportunity for an income and growth fund providing debt financing on qualifying Multi-Family assets.

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.

The fund will be an open-ended ‘evergreen’ fund providing much needed financing to core-plus and value-add assets.

  • “Testing the Waters”****

  • Maximum Raise of $75,000,000

  • Acquisition, construction & bridge
  • Target 4-6% 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

  • “Testing the Waters”****

  • Maximum Raise of $75,000,000

  • Acquisition, construction & bridge
  • Target 4-6% 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

****CALTIER INC. IS “TESTING THE WATERS” UNDER REGULATION A UNDER THE SECURITIES ACT OF 1933. THIS PROCESS ALLOWS COMPANIES TO DETERMINE WHETHER THERE MAY BE INTEREST IN AN EVENTUAL OFFERING OF ITS SECURITIES. THE COMPANY IS NOT UNDER ANY OBLIGATION TO MAKE AN OFFERING UNDER REGULATION A. IT MAY CHOOSE TO MAKE AN OFFERING TO SOME, BUT NOT ALL, OF THE PEOPLE WHO INDICATE AN INTEREST IN INVESTING, AND THAT OFFERING MIGHT NOT BE MADE UNDER REGULATION A. IF THE COMPANY DOES GO AHEAD WITH AN OFFERING, IT WILL ONLY BE ABLE TO MAKE SALES AFTER IT HAS FILED AN OFFERING STATEMENT WITH THE SECURITIES AND EXCHANGE COMMISSION (SEC) AND THE SEC HAS “QUALIFIED” THE OFFERING STATEMENT. THE INFORMATION IN THAT OFFERING STATEMENT WILL BE MORE COMPLETE THAN THE INFORMATION THE COMPANY IS PROVIDING NOW, AND COULD DIFFER IN IMPORTANT WAYS. YOU MUST READ THE DOCUMENTS FILED WITH THE SEC BEFORE INVESTING.

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 the best alternative investments. Not just instituations.”

CalTier CEO & Founder
Matt Belcher

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  • Diversify Your Portfolio

  • Open to Non-Accredited Investors

  • $500 Minimum

  • Redemption Flexibility*

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14269 Danielson St #450
Poway, CA 92064

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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.

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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