Multi-Family Portfolio Fund
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Offering Statement Qualified by the SEC
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Maximum Raise $50,000,000
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Equity Investment into assets as LP or GP
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Current Per Unit price $5 per Unit
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Minimum Investment $500 (100 units)
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Non Accredited Investors Permitted
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ACH, Credit Card, Wire and IRA accepted
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Target 8%+ yearly distribution to investors
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Value of fund units can increase as the Assets Under Management (AUM) Increase
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Flexible redemption plan
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3% Asset Management Fee (based on total AUM of fund)
To view the offering circular click here
The CalTier Portfolio Fund (CalTier Fund 1, LP) aims to invest into existing class 'B & C' multi-family assets in the West & South Western United States.
These assets will have an identified 'value-add' aspect to them in that if they are acquired and then improved the rents can be increased to meet the local economic standard.
We look for assets in areas that have fundamental economic drivers such as major infrastructure improvements, large businesses opening operations and more.
The Fund contributes equity as the General Partner to Limited Partner depending on the asset and the best returns possible.
The world is changing and we are looking ahead into the future. While no one can exactly predict that future we have seen that there could be a great opportunity for an income and growth fund providing debt financing on qualifying Multi-Family assets.
The CalTier REIT will work side by side with the CalTier Portfolio Fund and its partners to provide creative financing to select Multi-Family assets.
The fund will be an open ended 'evergreen' fund providing much needed financing to core-plus and value-add assets.
CalTier REIT*
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"Testing the Waters*"
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Maximum Raise $75,000,000
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Acquisition, construction & bridge
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Target 4-6% yearly distribution to investors (paid monthly)
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Debt Investments secured by real estate
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Income and Growth Strategy
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Price Per Unit $5
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Minimum Investment $500 (100 units)
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Non Accredited Investors Permitted
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ACH, Credit Card, Wire and IRA accepted
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Flexible redemption plan
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1% Asset Management Fee
*CalTier Realty, LLC IS “TESTING THE WATERS” UNDER REGULATION A UNDER THE SECURITIES ACT OF 1933. THIS PROCESS ALLOWS COMPANIES TO DETERMINE WHETHER THERE MAY BE INTEREST IN AN EVENTUAL OFFERING OF ITS SECURITIES. THE COMPANY IS NOT UNDER ANY OBLIGATION TO MAKE AN OFFERING UNDER REGULATION A. IT MAY CHOOSE TO MAKE AN OFFERING TO SOME, BUT NOT ALL, OF THE PEOPLE WHO INDICATE AN INTEREST IN INVESTING, AND THAT OFFERING MIGHT NOT BE MADE UNDER REGULATION A. IF THE COMPANY DOES GO AHEAD WITH AN OFFERING, IT WILL ONLY BE ABLE TO MAKE SALES AFTER IT HAS FILED AN OFFERING STATEMENT WITH THE SECURITIES AND EXCHANGE COMMISSION (SEC) AND THE SEC HAS “QUALIFIED” THE OFFERING STATEMENT. THE INFORMATION IN THAT OFFERING STATEMENT WILL BE MORE COMPLETE THAN THE INFORMATION THE COMPANY IS PROVIDING NOW, AND COULD DIFFER IN IMPORTANT WAYS. YOU MUST READ THE DOCUMENTS FILED WITH THE SEC BEFORE INVESTING.