How flexible is your redemption plan?
All investors are entitled to a 30-day Money-Back no-questions-asked refund should you decide this is not for you. Additionally, each investor has a 3-month introductory period during which 100% of their investment can be redeemed – subject to limitations as detailed in the offering circular. Redemptions may be requested monthly with 60-day notice. To view our redemption plan in full, please refer to the offering circular.
What kind of fees do investors pay?
As an investor in our fund, your investment goes directly into the purchase and management of the properties. Our general partner is entitled to certain upfront cost and ongoing operations reimbursements including but not limited to a fixed annual management fee of 3% based on the funds assets under management. No other fees are paid by you to participate.
What is a Partner Acquisition?
A Partner Acquisition is an investment in which the fund invests side-by-side with well-established Multi-Family acquisition partners. This strategy provides you with exclusive access to off-market acquisitions in select markets that are poised for economic development and growth nationally with typically 50-200+ units in size.
What Dividend or Returns payments are made and when?
Investment returns include, but are not limited to rental income from a rotating portfolio of properties and the profits from asset sales. Investor distributions will typically be paid each quarter (or more frequently) at the fund’s discretion as properties produce cashflow and income.
What tax documents can I expect to receive?
Your annual detailed tax information will be reported on Form 1099-DIV, if required, and will be provided to you in electronic form by the 31st of January of the year following each taxable year.
Can I make subsequent investments?
Yes! Depending on your status you can make multiple investments into the fund, however, each investment is considered a new transaction – with a minimum of $500 and a max of 10% of your yearly income.
Can I invest through my IRA?
Yes absolutely. Please speak with us to learn how this works or just start the investment process and tell us you will be using your IRA. It's really easy and a lot of our investors do it this way.
How do I contribute to my investment?
Once you have registered on our platform and have already made an initial investment, you can continue to contribute to that investment by ACH, debit card, check, or wire transfer.
What is the required minimum investment amount?
This is what makes our fund so attractive – its low-cost entry point. The minimum amount to begin investing into the fund is $500. If you are not an accredited investor, you can invest the greater of 10% of your annual income or of your net worth every year.
Who are your typical investors?
We wouldn’t say our investors are typical! But those who invest with us have strong interest in diversifying their investment portfolios by adding multi-family, commercial real estate assets. They may not know how best to start doing it and want to begin with a more secure and stress-free option, such as through a crowdsourcing platform like CalTier.
How do I know if this is the right fund for me?
We know that making investment decisions can be time-consuming, but we have made the process as streamlined as possible for you. We recommend that you review all fund materials, do your research on multi-family investment opportunities (we have some great resources here), and speak with our team to see if CalTier is the right platform for your investment portfolio.
What if I am an Accredited Investor?
We do not require any verification or self-accreditation to invest in our fund.
Do I have to be an accredited investor?
No! Absolutely not. Our Reg A + platform allows both accredited and non-accredited investors to invest. Non-accredited investors are limited to 10% of the annual pay or their net worth, whichever is larger.
Who is eligible to invest in the CalTier fund?
What information do I need to begin the registration process?
Investors can complete an online form on the platform by providing name, address, State, and a few other questions. To invest, one just selects method of payment and will be guided through the final steps. You can save and exit at any time and return later if you wish.
What does being a CalTier Realty Fund Partner mean?
When you purchase units in the fund you become a passive limited partner (LP) receiving profit and capital distributions. We do the work for you.
How do I start?
It’s simple. Click Invest Now and you will be guided through the online investment process. To get your investment in motion will likely only take six or so minutes. A member of the CalTier Team is here to help answer your questions should you need.
What is the CalTier Realty Fund? What am I investing in?
CalTier Realty Fund is an LP – a Limited Partnership. When you invest you become our partner. Your investment buys you Units of ownership in the LP. Our fund will be comprised primarily of premium multi-family properties across the U.S. These acquisitions consist of properties directly owned and managed as well as properties co-invested with some of the most well-respected and experienced commercial real estate professionals.