IRAS

  • TAX-EFFICIENT-REAL-ESTATE-MULTIFAMILY-CROWDFUNDING

Tax Efficient Investing for Real Estate

Matt Belcher talks with James Jones about tax-efficient real estate investing using self-directed IRA's.   Click below to watch the video  

July 9th, 2021|
  • SELF-DIRECTED-IRAS-TAX-ADVANTAGES-ROTH-IRA

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|

14269 Danielson St #450
Poway, CA 92064

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*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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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.

An offering statement regarding this offering has been filed with the sec. The sec has qualified that offering statement, which only means that the company may make sales of the securities described by the offering statement. It does not mean that the sec has approved, passed upon the merits or passed upon the accuracy or completeness of the information in the offering statement. You may obtain a copy of the offering circular that is part of that offering statement from:

https://www.sec.gov/Archives/edgar/data/1771232/000110465923028038/tm238315d1_253g2.htm

YOU SHOULD READ THE OFFERING CIRCULAR BEFORE MAKING ANY INVESTMENT.

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