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 account fee to AltoIRA at least 60 days after a new account opening so long as you invest a minimum of $5,000 into the CalTier Fund 1, LP offering. If your new account meets the minimum investment requirements, Alto will reimburse the account opening fee to you. Additionally, suppose you maintain a minimum of $5,000 per year in the CalTier Fund 1, LP offering. In that case, CalTier will continue to cover the $250 yearly account fee at no cost to you CalTier will also cover the $10 investment fee for CalTier Fund 1, LP investments. CalTier will not cover any other fee, such as wire, account closure, or investments into non-CalTier offerings. You are free, however to make as many of those as you wish. The Pro Account offers optional features with additional fees which CalTier will not be covering: Checkbook one-time fee: $500 (add-on) Outbound wire fee: $25 (if needed for non-CalTier offerings) Account closure: $50 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/1771232/000110465920128011/tm2036596d1_253g2.htm
YOU SHOULD READ THE OFFERING CIRCULAR BEFORE MAKING ANY INVESTMENT. There is no guarantee of success, and there is a potential for loss of your investment.