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 ...
Multi-Family market set for a record breaking year
According to Freddie Mac, the Multi-Family industry may have a record-setting origination year. As reported in the Multi-Housing news publication, the Freddie Mac Multi-Family Mid-Year Outlook says that between $385 billion and $410 billion could occur by the end of the year. We are incredibly excited about such news from Freddie Mac for us and our investor partners, who benefit from Multi-Family growth by being part of the CalTier Fund. As you can see from the table below, almost all unit sizes are seeing a rise in rent growth. The investor activity comes as demand for multi-family housing ...
VIDEO – Self Directed IRA’s for Real Estate Investing
Join CalTier Co-Founder Matt Belcher and James Jones of Alto IRA as they discuss using your Self Directed IRA to invest in commercial real estate. 12-minute video. PRESS PLAY BELOW
Assets for Inflation Protection
Over the last year, we have already seen hard goods such as lumber double and, in some cases, triple in price. If you own a home and have been making improvements, then you know this all too well. It's great for Home Depot, Lowes, and lumber yards but not for our wallets! There have been a lot of talks recently in the press about inflation getting out of control. So what can you do to protect against it, and are there assets that help? In this outstanding Investopedia Article - 9 Assets for Protection Against Inflation, they list the ...
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 ...
Income & Growth?
In most investment circles, one desired goal is to have a balanced portfolio that provides income and growth (upside). The income-to-growth ratios can depend on many things, such as your personal goals and often your stage in life. Multi-Family can provide both income and growth. One of the reasons (one of the many!) we love fractionally investing in Multi-Family is that it allows for income (from rent payments) and growth. It gives you the best of both worlds. Not only that but as our fund grows in size, so too does the value of the units that an investor holds. ...
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