Income & Growth?

In most investment circles one of the desired goals is to have a balanced portfolio that provides income and growth (upside).

The income to growth ratios can depend on many things such as your personal goals and often your stage in life.

Multi-Family can provide both income and growth One of the reasons (one of the many!) we love fractionally investing into Multi-Family is that it provides income (from rent payments) and growth. It gives you best of both worlds. Not only that, as our fund grows in size, so too do the value of the units that an investor holds.

Finding those assets, arranging the debt, negotiating the deal, conducting the rehab, managing the tenants and property and finally the sale is a huge undertaking. So big in fact, it's a massive barrier for most people to do.

This is why we created the CalTier Portfolio Fund. We distribute the monies in the fund across a portfolio of professionally managed Multi-Family assets on your behalf (most often these assets are not even available to non accredited investors) and then pay back the income and growth from the portfolio to investors.

You do not need to be an accredited investor to invest into the fund and can actually start with just $500. You can add to this as you go and also invest from your Self Directed IRA to benefit from the tax advantages that provides.