Another Milestone Achieved
Last month, CalTier Fund 1, LP paid out the 24th consecutive monthly distribution to investors. This achievement was a massive milestone for the fund, the entire team at CalTier, and our stellar real estate partners. For those invested with us already, you will find October's distribution reflected in your account (the 25th consecutive), and based on this payment, the fund is producing an annualized cash-on-cash return of 6.6%*. When we launched CalTier Fund 1 in November 2019 we set out to build a robust portfolio of real estate assets that we believed could withstand ups and downs in the market. ...
September 2023 Distributions
September payments are on the way to current CalTier Fund 1, LP investors. This is the 24th consecutive monthly distribution the fund has made to investors. While past performance is not a guarantee of future returns we are truly happy with the fund's progress. We think this proves that our strategy to focus on multifamily properties that could gain value is a good one. These payments are from the income produced by direct and participating multi-family investments. Not all Real Estate is created equal and while every investment is subject to market fluctuations we see that well-positioned multi-family assets are better aligned to withstand ...
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 ...
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' ...
Property update: Lakewood Apartment acquisition in Houston, TX
The project is expected to generate an annualized return of roughly 15.3%, 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 88-unit apartment home community in a suburb of Houston officially closed in late March 2021. The property was sourced off-market through a proprietary relationship with the owner. The submarket continues to show strength in overall occupancy (94%) and rental growth rates. Lakewood sits at the lowest level of the overall comp set for rental ...
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 ...
