The future of online capital raising and private alternative investments
Recently, I had the pleasure of talking with Etan Butler, Founding Chairman of Dalmore Group. Etan gives some great insights into the future of online capital raising and private alternative investments.Dalmore is considered by many in the industry (myself included) to be one of the leaders in the alternative investment and online capital raising space. They provide compliance, broker-dealer services, strategy, and technology to companies like CalTier. View the video below: As CEO of CalTier, one of my tasks is to align ourselves with partners and service providers who understand the vision of the company and can support us ...
A successful asset inspection: Cortland
I recently returned from visiting the Cortland Portfolio asset in Washington DC with my team. This is always one of my favorite parts of the process because you get to experience the full breadth of what the asset has to offer. View the video below: https://vimeo.com/915315851/90cef5971f?share=copy There are two questions I like the team to ask during this process. "Would I live here?" If we get the chance to talk with the tenants; "What do you like about living here?" I am happy to say that we all answered "yes" to question 1 and after talking with the ...
How Wealth Management Trends Are Shifting
The latest study from Campden Wealth and RBC, as discussed in this CNBC article, reveals an intriguing trend: family offices are increasingly reallocating their investments from traditional stocks to private markets. The article states: "Their stock allocation has come down from 31% the year before, while their private investments increased from 27%. The remaining assets were invested in cash, bonds, alternatives, hedge funds, commodities, real estate, and other investments." This change is noteworthy because, for the first time, investments in private markets have exceeded those in public stocks among these entities. The article, "Family Offices Move Money Out of Stocks ...
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 https://vimeo.com/894606116 ...
CalTier Fund 1 Portfolio Update March 2022
2021 and the beginning of 2022 has been incredibly busy and fruitful here at CalTier. The CalTier Fund 1 now has 8 participating investments totaling 1,200 multi-family units in its portfolio and we are working hard to continue to grow this even more. The participating investments span across 5 states in metropolitan areas that we feel have the economic drivers to support continued market growth. We are extremely proud of what we have been able to accomplish over the past year and a half for our investors. Our goal, when starting the fund, was to give investors the chance to ...