ANNUALIZED RETURN

  • MULTIFAMILY-INVESTMENT-UPDATES-MAY-CROWDFUNDING

Why do we love Multi-Family? May 2023

If you have been following us for any length of time, you probably know that we are extremely optimistic about the investment potential in commercial-grade, multi-family (apartment buildings) real estate, particularly when there is potential for value-add (hint: it’s all in the value- add!) There are undoubtedly other real estate assets apart from multi-family out there that do very well in terms of investments. So why do we put so much emphasis on multi-family right now? When developing the CalTier platform, we wanted to start with an asset class that included a number of characteristics: Positive cash flow with potential ...

May 15th, 2023|
  • MULTIFAMILY INVESTMENT REALESTATE DIVIDENDS RETURN ON INVESTMENT

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' ...

April 5th, 2023|
  • ASSETS-GLENDALE-PRODUCE-CASH-FLOW-ARIZONA-CROWDFUNDING

Property update: Solano Vista in Glendale, AZ

The project is expected to generate an annualized return of roughly 20%, net IRR, by CalTier Fund I LP partners.     Disclaimer: The realized return on an individual project may vary significantly from your portfolio-level return as a CalTier investor. The CalTier Fund investment in the 352-unit apartment home community in Glendale, AZ, officially closed in early March 2021. This property is being rented as an apartment home community nestled in the heart of Maricopa County. Rose Lane Park, fantastic local eateries, and great shopping venues are just minutes away. During the first half of 2021, Caltier's and its ...

May 5th, 2021|
  • RETIRMENT-SELF-DIRECTED-IRA-REALESTATE-RETIRE-EARLY

Is Real Estate Part of your Retirement Plan?

It is generally agreed that a balanced portfolio is a sensible strategy for most folks planning their finances for retirement. But what does this usually look like? Typically, most people have some mix of directly owned stocks or through a mutual fund or EFT, bonds, and perhaps some other asset classes. Real Estate is considered a solid alternative to adding to the mix. Why? It often performs as well as the S&P 500 (historically, this has been the case, as seen in this Fool.com article) but doesn't tend to fluctuate as stocks do. So there is a little more confidence and ...

April 4th, 2021|

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