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 ...
An eye on Multi-Family
Family Offices manage much of the world’s wealthiest families’ money. Many family offices have sophisticated analysts and investment teams experienced in the financial markets, so it’s interesting to see how they invest and which markets they are considering going into. In this recent report by Goldman Sachs “Eyes on the Horizon - Family Office Insights” they report some very interesting stats: Of the 166 family offices polled, 30% said they want to focus on residential/multi-family real estate for their client portfolios over the next 12 months.* The report also states: “We have seen a particular focus on multifamily residential, which ...
Portfolio Update June 2023
We have a couple of exciting updates about the CalTier Fund 1 portfolio. As you know, our goal is to build a stable multi-family portfolio of real estate that is both diverse and opportunistic. We feel diversification is key, especially in a market that is prone to ups and downs. We build diversification in the following ways: Varied Locations: 9 states and differing economic profiles Asset Class: A, B, and C class Type: Assets that are existing and cash-flowing, conversions, and even some land and ground-up development Ownership: Participating investments with partners and wholly owned Reflections @ Lakeshore Type: Ground-up development Asset: 36 Units mixed-use In ...
Are Alternative Assets Right for Your Portfolio?
Alternative investments have been steadily growing in popularity over the last several years due to technology and changes in the regulation of securities. The term “alternative assets” can be used to describe the broad range of vehicles available that are designed primarily to mitigate risk and manage volatility. Until recently, they have been considered investment tools for the ultra-wealthy and included such asset classes as private equity and debt, real estate, precious metals, and more. Today, the everyday investor can now invest in many forms of real estate, startups, cryptocurrency, and hundreds of new asset classes. The average investor ...
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 ...
