A Strong Year For The Portfolio

Now we are coming close to the end of the year and the holiday season is upon us, I thought you would like to see an end-of-year update on the CalTier Fund 1 portfolio. I just got back from visiting a few of these assets with our team and JV partners, and I am happy to report they are all doing well. I have prepared a short video (about 18 minutes long) where I quickly go through each of the assets in the portfolio. (The video is in chapters so you can skip to an asset) PLAY VIDEO ...

December 14th, 2023|

Portfolio Update October 2023

Finding Consistent Cash-Flow in Today's Market In the current real estate landscape, where market fluctuations can be unpredictable, discovering assets that offer both consistent cash-flow and robust rent growth can be a challenging endeavor. At CalTier, we understand these challenges all too well, which is why we've adopted a meticulous approach to property selection. By collaborating with seasoned real estate partners and conducting a comprehensive review process, we aim to identify properties that can weather the market's ups and downs. The Role of Experienced Real Estate Partners Our success in identifying promising investment opportunities is greatly ...

October 27th, 2023|

Portfolio Update August 2023

We’re pleased to announce the latest real estate update to the CalTier Fund I portfolio. As part of our broader strategy, we continue to look for advantageous opportunities in multi-family properties that fit our value-added real estate strategy of adding value through strategic improvements in renovations, upgrades, amenities, property management, and lease-up solutions. Our portfolio is a combination of directly owned assets or participating investments with our real estate partners. The following are asset updates that follow our overall strategy and why we believe it is sustainable in ever-evolving overall market conditions. All returns are at the asset level, ...

August 30th, 2023|

Unleashing the Power of Real Estate Investing with CalTier

Real estate investing has long been regarded by many as a way to build wealth because it can provide consistent cash flow and long-term upside. However, historically, only accredited investors with significant amounts of capital had access to the best opportunities in this market.  However, CalTier has changed the game and blown open the door for retail investors to get involved. CalTier opens the diversification door to everyone  When attempting to invest in real estate, non-accredited investors frequently face significant obstacles, ranging from high minimum investments to access and knowledge of what is often complicated transactions. CalTier has removed these ...

July 27th, 2023|

March payments are on the way

March payments are on the way! Payments to existing CalTier Fund 1 investors have begun. This is the 18th consecutive monthly distribution the fund has made, and we expect this trend to continue in 2023 and beyond. These payments are from the income produced by the following direct and participating multi-family investments: The Vue The Legend Sundance Bay Income and Growth Portfolio Fund See the full portfolio here.Thanks The CalTier Team ******** Important! You will see "NCPS custodian" (our escrow agent) on your bank statement for the distribution payment for those of you who elected to receive one. If you selected the 'reinvest my distributions' ...

April 5th, 2023|

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 ...

January 25th, 2022|