CalTier’s latest investment with our real estate partner, Midway
Avenue Grove, a 270-unit apartment complex in Houston's most active urban greenspace with a globally recognized park. Learn all about this asset and how Midway got involved by clicking below: https://vimeo.com/815758664 If you want to see the whole interview you can click here. About Midway Midway is an investment company based in Houston, Texas. Midway has been in business for over 50 years with extensive experience in multi-family, hospitality, office, retail, industrial, and more recently, creating revitalized mixed-use districts. With much of Midway’s leadership being born and raised in Houston, Midway has a strong connection to ...
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 ...
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 ...
