multifamily assets

  • 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|
  • STRATEGIC-ADVISOR-IRA-WEALTH-MANAGEMENT

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|
  • POWER-OF-THE-CROWD-CROWDFUNDING-INVEST-REALESTATE

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|
  • ASSETS-GLENDALE-PRODUCE-CASH-FLOW-ARIZONA-CROWDFUNDING

Property update: Solano Vista in Glendale, AZ

The project is expected to generate an annualized return of roughly 20%, net IRR, by CalTier Fund I LP partners.     Disclaimer: The realized return on an individual project may vary significantly from your portfolio-level return as a CalTier investor. The CalTier Fund investment in the 352-unit apartment home community in Glendale, AZ, officially closed in early March 2021. This property is being rented as an apartment home community nestled in the heart of Maricopa County. Rose Lane Park, fantastic local eateries, and great shopping venues are just minutes away. During the first half of 2021, Caltier's and its ...

May 5th, 2021|
  • UTAH-BRIGHAM-YOUNG-ASSET-CASH-FLOW-FUND-INVEST

Property update: Apartment acquisition at Brigham Young University

The project is expected to generate an annualized return of roughly 15.1%, net IRR, by CalTier Fund I LP partners. Disclaimer: The realized return on an individual project may vary significantly from your portfolio-level return as a CalTier investor. The CalTier Fund investment in the 194-unit, 1,156-bed student housing complex at Brigham Young University officially closed in late March 2021. The property was sourced off-market through a proprietary relationship with the owner. This property, located adjacent to the 36,000+ student campus, provides students with great amenities and a positive living environment. With extensive renovations, CalTier's partners will raise rents to ...

May 5th, 2021|
  • TEXAS-LAKEWOOD-PROPERTIES-CASHFLOW-CROWDFUNDING-INVEST-PORTFOLIO

Property update: Lakewood Apartment acquisition in Houston, TX

The project is expected to generate an annualized return of roughly 15.3%, net IRR, by CalTier Fund I LP partners.   Disclaimer: The realized return on an individual project may vary significantly from your portfolio-level return as a CalTier investor. The CalTier Fund investment in the 88-unit apartment home community in a suburb of Houston officially closed in late March 2021. The property was sourced off-market through a proprietary relationship with the owner. The submarket continues to show strength in overall occupancy (94%) and rental growth rates. Lakewood sits at the lowest level of the overall comp set for rental ...

May 5th, 2021|