ALTERNATIVES

Are U.S Treasury Bonds Better Than Real Estate?

Many online and financial publications are advocating investment in short-term U.S. Treasury bonds. It's not surprising, as many of them are offering around a 5% yield, depending on the duration. 5% isn't bad for just putting your money in a safe place! But is it better than investing in real estate? We don't think it's a case of 'better' because most financial analysts and experts suggest you should have a balanced portfolio with a mix of investments. While the current short-term bond market is an interesting option, there are a couple of things to consider: Term When the term is ...

December 2nd, 2023|
  • FUNDING, INVEST IN CROWDFUNDING COMPANY, ROUND OF FUNDING OPEN

Community Round of Funding

There have been some questions about our latest community round of funding for CalTier Inc which is currently open. Here are a few clarifications on the details: 1. Accreditation You do not need to be accredited to invest. 2. Bonus shares Bonus shares are applied at the time of investing to your account if your investment qualifies* (please see note below). 3. Where is this hosted? This offering is a 'Regulation CF' offering. It is hosted by Rialto Markets a FINRA member Broker Dealer. They host the website and investment process. You will not be able to invest using your ...

October 19th, 2023|

Why is ‘value add’ so important when real estate investing during a recession or downturn?

When a recession hits, and interest rates rise, the cost of goods and services go up, and over time, this reduces the value of money. So you can buy less for the same money. Real estate is often considered one smart way to offset the effects of inflation. Here are a few reasons why: 1. Rental Income Growth: Inflation is often accompanied by rising rent growth, which works in favor of multi-family investors and owners. As the general price level increases, property owners can adjust their rental prices accordingly, boosting their cash flow and overall returns for investors. 2. Fixed-Rate ...

September 20th, 2023|
  • BLACSTONE-STRATEGY-ALTERNATIVES-INVESTMENT

A Blackstone Investment Strategy You Can Use

Blackstone, a towering force in the field of alternative asset management, ranks among the globe's biggest investors in Real Estate. According to their website, they have a real estate AUM (Assets Under Management) of $585 Billion.* That's an eye-watering number, no doubt! Their vast real estate holdings stretch worldwide, but what catches the eye is the substantial portion of their portfolio invested in the Multi-Family sector. This is no random choice, as there are compelling reasons behind it that make Multi-Family attractive to institutional investors. If investing in Multi-Family properties makes sense for the world's leading asset manager, why shouldn't it ...

August 9th, 2023|
  • Investments, TEXAS, AVENUE GROVE, REALESTATE, MULTIFAMILY REVENUE

CalTier’s latest investment with our real estate partner, Midway

Avenue Grove, a 270-unit apartment complex in Houston's most active urban greenspace with a globally recognized park. Learn all about this asset and how Midway got involved by clicking below:   https://vimeo.com/815758664   If you want to see the whole interview you can click here.   About Midway Midway is an investment company based in Houston, Texas. Midway has been in business for over 50 years with extensive experience in multi-family, hospitality, office, retail, industrial, and more recently, creating revitalized mixed-use districts. With much of Midway’s leadership being born and raised in Houston, Midway has a strong connection to ...

April 7th, 2023|

Do you have the Right Mindset for Investing in Alternative Assets?

    Last week, I began the CalTier series with “Are Alternative Assets right for your portfolio?” with the premise that the average investor misunderstands alternatives. Rightly or wrongly, they may be hesitant because of potential risks, illiquidity, or lack of access or understanding. This week’s article will address a more basic fundamental, yet perhaps the biggest challenge for both the investor and the Advisor, which is the mindset. In my 30+ years of working with investors, I have learned that most, if not all, investment decisions are made emotionally, not logically. Early on, I remember presenting the new Merrill ...

January 25th, 2022|