Accredited Investor Convertible Note Webinar Replay
Learn about the convertible note CalTier Inc has open. Please note this is only for Accredited Investors as defined by the SEC. Watch below: https://vimeo.com/994576565?share=copy Here are the links to the data mentioned in the presentation: Alternative Investments: KKR sees ‘trillions’ of retail investor dollars moving to alts Charles Schwab & Co. makes iCapital its exclusive alts partner as Rick Wurster tells Wall Street that in 2024 his firm will roll out alternative investments to high rollers Morgan Stanley wealth unit unveils plan to hit growth target Fidelity moves to arm advisors with alts intelligence ...
Closing June 30th
We wanted to let you know that the CalTier Inc Reg D Accredited Investor opportunity is closing on June 30th. We created this Reg D offering to provide our accredited investor community with an opportunity to become a shareholder while taking advantage of more bonuses. The bonuses are structured as below: $10K - 8% bonus shares* $12.5K - 10% bonus shares* $20K - 15% bonus shares* $25K - 17% bonus shares* $50K - 20% bonus shares* $100K - 25% bonus shares* $250K - 35% bonus shares* *Please read the PPM and Subscription documents for details Qualifying Bonus shares are automatically ...
March payments are on the way
March payments are on the way! Payments to existing CalTier Fund 1 investors have begun. This is the 18th consecutive monthly distribution the fund has made, and we expect this trend to continue in 2023 and beyond. These payments are from the income produced by the following direct and participating multi-family investments: The Vue The Legend Sundance Bay Income and Growth Portfolio Fund See the full portfolio here.Thanks The CalTier Team ******** Important! You will see "NCPS custodian" (our escrow agent) on your bank statement for the distribution payment for those of you who elected to receive one. If you selected the 'reinvest my distributions' ...
Income & Growth?
In most investment circles, one desired goal is to have a balanced portfolio that provides income and growth (upside). The income-to-growth ratios can depend on many things, such as your personal goals and often your stage in life. Multi-Family can provide both income and growth. One of the reasons (one of the many!) we love fractionally investing in Multi-Family is that it allows for income (from rent payments) and growth. It gives you the best of both worlds. Not only that but as our fund grows in size, so too does the value of the units that an investor holds. ...