Why Multi-family is our (primary) focus in 2025 and beyond
In today’s uncertain economic environment, marked by fluctuating interest rates, market volatility, and ongoing affordability challenges, investors naturally seek stability and resilience. Amidst these ups and downs, we believe multi-family real estate emerges as a standout asset class, consistently demonstrating its value as a robust investment option. Current economic shifts have significantly widened the affordability gap between renting and homeownership—owning a home is now roughly 25% more expensive monthly than renting, the largest gap seen in 15 years. Coupled with tight lending standards, this trend continues to drive strong and sustained rental demand nationwide. Further supporting multi-family investments, new ...
An eye on Multi-Family
Family Offices manage much of the world’s wealthiest families’ money. Many family offices have sophisticated analysts and investment teams experienced in the financial markets, so it’s interesting to see how they invest and which markets they are considering going into. In this recent report by Goldman Sachs “Eyes on the Horizon - Family Office Insights” they report some very interesting stats: Of the 166 family offices polled, 30% said they want to focus on residential/multi-family real estate for their client portfolios over the next 12 months.* The report also states: “We have seen a particular focus on multifamily residential, which ...
Portfolio Update June 2023
We have a couple of exciting updates about the CalTier Fund 1 portfolio. As you know, our goal is to build a stable multi-family portfolio of real estate that is both diverse and opportunistic. We feel diversification is key, especially in a market that is prone to ups and downs. We build diversification in the following ways: Varied Locations: 9 states and differing economic profiles Asset Class: A, B, and C class Type: Assets that are existing and cash-flowing, conversions, and even some land and ground-up development Ownership: Participating investments with partners and wholly owned Reflections @ Lakeshore Type: Ground-up development Asset: 36 Units mixed-use In ...




