CROWDFUNDING

Auto invest into the CalTier Fund is now live and available!

You spoke and we listened.   For a while now one of the top requests from our CalTier investors has been the ability to automatically invest in the fund on a monthly basis. Well, we take great pride in listening to our investors and taking action when it will benefit everyone. So we pushed our tech team to deliver and they have!   You can now set a monthly amount to invest into the CalTier fund using a credit card or bank transfer and each month the system will automatically make that transaction for you.   The screenshots below show ...

September 30th, 2021|
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Real Estate Update – September 2021

It has been a hectic year already here at CalTier. We have been working on improving our technology to make it easier for our investors to get involved in real estate and grow the assets in the fund. As of the time of writing, the CalTier Fund has invested in over 1,000 multi-family units. This is a huge achievement, and we are very proud of the progress we have made for our investors. Below is a summary update on each asset:   Solano Vista - Glendale, Arizona   We invested in Solano Vista at the beginning of 2021 with our ...

September 23rd, 2021|
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[Webinar replay] CalTier and Alto IRA join forces to offer a brilliant solution to building wealth!

CalTier and Alto IRA have joined forces to provide the everyday investor with a tax-efficient solution to build wealth with commercial real estate. Use Alto's Digital Self-Directed IRA to invest in the Caltier Portfolio Fund and much more..... Check out the webinar replay below to learn more about tax-efficient investing:     *The partnership benefits between CalTier and AltoIRA are based on the 'Pro' account terms. The following fees apply: Account opening fee: $250 Partner Investment fee: $10 You will be charged the account opening fee by Alto of $250 when setting up your account. CalTier will reimburse the ...

September 18th, 2021|
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Using a Self-Directed IRA for Real Estate Investments

If you have been following CalTier for any length of time, you have likely seen the term 'self-directed IRA' mentioned several times on our website or in emails.   So what is a Self-Directed IRA? Self-directed IRAs (often called SDIRA for short) are self-directed individual retirement accounts that many favor in conjunction with a traditional Roth IRA. The big difference with a self-directed IRA is that these accounts can hold various alternative investments, such as real estate or an investment into a company. A custodian company administers them; however, you decide where the monies are invested as the account owner. ...

June 10th, 2021|
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CalTier Welcomes James Jones as Strategic Advisor!

We are delighted to announce that James Jones is joining CalTier as our Strategic Advisor for Wealth Management and Self Directed IRA's.   This is fantastic news for CalTier and our current and potential investors. James brings years of business, wealth management, and financial services experience to the table and has been a pioneering leader of the Self Directed IRA market.   To say we are excited to have James helping us grow our Self Direct IRA market would be an understatement!   "Aside from James' experience and knowledge in the Self Directed IRA market, he is just one of ...

June 1st, 2021|
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The Power of Many

We all know that 'many hands make light work' and that a 'team is stronger than the individual,' but is that relevant concerning personal finances? We 100% Believe So! The real strength behind the CalTier fund is that it leverages the power of the crowd. The Multi-Family assets we invest in are incredibly desirable to many companies and institutions looking to purchase them.   For most people, they are entirely out of reach.   Not least because you often have to be an accredited investor and invest a minimum of $250K+ each time. Also, your money can be 'tied up' for ...

May 18th, 2021|