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 ...
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' ...
[Webinar replay] CalTier and Alto IRA join forces to offer a brilliant solution to building wealth!
CalTier and Alto IRA have joined forces to provide the everyday investor with a tax-efficient solution to build wealth with commercial real estate. Use Alto's Digital Self-Directed IRA to invest in the Caltier Portfolio Fund and much more..... Check out the webinar replay below to learn more about tax-efficient investing: *The partnership benefits between CalTier and AltoIRA are based on the 'Pro' account terms. The following fees apply: Account opening fee: $250 Partner Investment fee: $10 You will be charged the account opening fee by Alto of $250 when setting up your account. CalTier will reimburse the ...
Tax Efficient Investing for Real Estate
Matt Belcher talks with James Jones about tax-efficient real estate investing using self-directed IRA's. Click below to watch the video
VIDEO – Self Directed IRA’s for Real Estate Investing
Join CalTier Co-Founder Matt Belcher and James Jones of Alto IRA as they discuss using your Self Directed IRA to invest in commercial real estate. 12-minute video. PRESS PLAY BELOW
Is Real Estate Part of your Retirement Plan?
It is generally agreed that a balanced portfolio is a sensible strategy for most folks planning their finances for retirement. But what does this usually look like? Typically, most people have some mix of directly owned stocks or through a mutual fund or EFT, bonds, and perhaps some other asset classes. Real Estate is considered a solid alternative to adding to the mix. Why? It often performs as well as the S&P 500 (historically, this has been the case, as seen in this Fool.com article) but doesn't tend to fluctuate as stocks do. So there is a little more confidence and ...
