PORTFOLIO PERFORMANCE

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|

14269 Danielson St #450
Poway, CA 92064

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Disclaimers

*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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Form ADV Part 2A can be viewed here