Alternatives on Yahoo
When things go mainstream, one probably has to stop and take notice. Over the last year, we have seen extensive media coverage about the major players moving into alternatives, especially offering these to 'retail investors'. We started CalTier for this very reason. To give retail investors easy access to alternative investments like real estate. Bernstein Private Wealth Management Strategist Roosevelt Bowman, said in his interview with Yahoo Finance: "And I would say mainly we're focused in the credit space, but there's certainly great opportunity in real estate equity and debt as well." We agree. He also mentions Multi-Family.....interesting..... Did ...
Charles Schwab and Alternatives
We have recently sent out several media pieces that talk about 'alternatives' in the market. Some included names such as SoFi and Morgan Stanley, which are adding alternative investments to their platforms. Charles Schwab just announced that it is making iCapital its exclusive partner to offer alternative investments to its client base. So, what's the big deal with alternative investments? Firstly, if you are not sure what an 'alternative investment' is, have a look at this article. Generally speaking, alternative investments such as commodities, collectibles, and real estate are considered options for balancing an investment portfolio outside your typical ...
What Are Alternative Investments? Definition and Examples
CalTier does not provide investment advice. This is purely for informational purposes only.Alternative investments have the capability to offset market volatility and inflation by diversifying your portfolio beyond traditional investment classes like stocks and bonds. While they come with risk like any investment, alternative investments aren’t tied to the performance of the stock or bond markets, so they’re especially attractive during times of increased market volatility. In this article, you'll find: The definition of alternative investments Types of alternative investments The pros and cons of alternative investments How to invest in alternative investments Tax implications What Are Alternative Investments? Alternative ...
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 ...
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 ...
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 ...
