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CalTier Realty Fund

Summary

Invest in exclusive Multi-Family Real Estate with Low Fees and Flexible Redemption Plans

CalTier Realty Fund I LP will be opening its doors to investors in more states!

New states to include:
Arizona, Indiana, New Jersey, New York, Texas, and Washington

CLICK HERE TO ENTER YOUR INFORMATION AND INDICATE YOUR INTEREST

We have filed a post-qualification amendment for our offering statement. We will resume sales of our securities, if and when the offering statement has been "re-qualified" by the Securities and Exchange Commission.

NO MONEY OR OTHER CONSIDERATION IS BEING SOLICITED, AND IF SENT IN RESPONSE, WILL NOT BE ACCEPTED. NO OFFER TO BUY THE SECURITIES CAN BE ACCEPTED AND NO PART OF THE PURCHASE PRICE CAN BE RECEIVED UNTIL THE OFFERING STATEMENT FILED BY THE COMPANY WITH THE SEC HAS BEEN QUALIFIED BY THE SEC. ANY SUCH OFFER MAY BE WITHDRAWN OR REVOKED, WITHOUT OBLIGATION OR COMMITMENT OF ANY KIND, AT ANY TIME BEFORE NOTICE OF ACCEPTANCE GIVEN AFTER THE DATE OF QUALIFICATION. AN INDICATION OF INTEREST INVOLVES NO OBLIGATION OR COMMITMENT OF ANY KIND. YOU MAY OBTAIN A COPY OF THE PRELIMINARY OFFERING CIRCULAR THAT IS PART OF THAT OFFERING STATEMENT FROM: https://www.sec.gov/Archives/edgar/data/1771232/000110465920098093/tm2029232d1_partiiandiii.htm

CalTier Realty specializes in Multi-Family Investments Across the United States

Start Investing with $500

When you invest with CalTier Realty, you invest in a diversified Multi-Family portfolio. Multi-Family properties produce steady cash flows while maintaining lower volatility when compared to other real estate types. Multi-Family has proven to be the most resilient property sector during recession periods.2

Click a Target Asset Type Below to View Summary

  • Direct Multi-Family Acquisition*
    Direct Multi-Family Acquisition*

    Projected 15% IRR

    8.5% Cash-on-Cash

    3 Year Exit

    1.6x Equity Multiple

    *These are examples of projected returns for typical target projects. Returns may or may not reflect actual returns from the fund.

  • Partner Multi-Family Acquisition*
    Partner Multi-Family Acquisition*

    Projected 16% IRR

    10% Cash-on-Cash

    5 Year Exit

    1.8x Equity Multiple

    *These are examples of projected returns for typical target projects. Returns may or may not reflect actual returns from the fund.

  • Partner Multi-Family Acquisition*
    Partner Multi-Family Acquisition*

    Projected 15% IRR

    11% Cash-on-Cash

    6 Year Exit

    2x Equity Multiple

    *These are examples of projected returns for typical target projects. Returns may or may not reflect actual returns from the fund.

Why Invest with CalTier Realty?

  • Exclusive Access
    Exclusive Access

    to deals typically available to accredited investors within a private network, now available to you

  • Diverse Portfolio
    Diverse Portfolio

    of direct acquisitions with majority control, blended with institutional-grade partner properties

  • Low Fees
    Low Fees

    set to maximize your fund level returns and generate consistent cash flow for you

  • Redemption Flexibility
    Redemption Flexibility

    to provide you with both short and long term options so you are always in control

invest within your budget

Through a crowd-sourcing model with other peer investors, we enable anyone – not just accredited investors – to enjoy the economic benefits of shared commercial real estate ownership across a portfolio of multi-family properties. For a list of Frequently Asked Questions, click here.

learn more

Matt Belcher
Matt Belcher Managing Partner
Stephanie Sy
Stephanie Sy Director
Travis Hook
Travis Hook Managing Partner
Parker Smith
Parker Smith Managing Partner
Rod Turner
Rod Turner Strategic Partner

Meet the team

Our team and partners have years of experience in finance and real estate. Our role is to work on your behalf and we are pleased to welcome you to the partnership as we build the CalTier Realty Fund together.

GET TO KNOW US

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Comments

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Adrian on September 09
Good day. Is this offer for International Investors or US citizens only?

Matt Belcher - Managing Partner on September 09
Hi Adrian, That's a great question. Yes, our fund is open to international investors. We are currently in reservation mode while we have some updates dating place and being reviewed by the SEC. We are hoping these should be completed shortly (September). So you know, the minimum for international investors is $25,000. We feel that based on tax withholding considerations that is the minimum that makes sense. I am happy to talk with you directly about this. Which country do you reside? Thanks Matt

Logan Kaufman on August 23
If I start putting my Money into CalTier company. You guys will be sending Divendends into your our bank account?

Matt Belcher - Managing Partner on August 26
Hi Logan, Thanks for your message. When dividends are paid they are paid directly to investors. You may have seen on the offering circular that we are targeting an 8% return to investors which could be lower or higher. Us (CalTier) are paid based on the Net Asset Value (NAV) of the fund for a 3% payment. Happy to discuss this in more detail over the phone if you would like? Thank you. Matt

Matt Belcher - Managing Partner on June 24
Hi Jose, Thank you for your message. I had the support check your account and they said they have not recived the funds from you yet. So your account is still pending. Once funds have cleared you will get an email to finish the investment process. Thank you. Matt

Blake Clemmons on June 19
What is the current NAV? When will NAV be updates? Equity or debt investment? What is current dividend yield? How many active cash flowing properties? How many dividend payments have been made? How is this different or better than fundrise? What are liquidity options. I’ve already viewed circular but find its good to ask directly. Thank you.

Matt Belcher - Managing Partner on June 25
Hi Blake, I appreciate the questions. It might be easier to cover some of these on the phone as they are detailed and I can tell you have a pretty deep understanding of everything. However, I will give some info here, and then if you would like to chat please let me know when you can talk on the phone. 1. NAV - It will be calculated quarterly in arrears based on the monies we have in the fund and the value of the assets in the portfolio. 2. The fund is purely an equity investment instrument and we will be either the GP in the deals or the LP, depending on the size and structure. 3. We are still in the 'holding' phase of the fund. We have a minimum trigger of $750,000 which we aim to hit in a couple of months. That was put into place to essentially protect the investors and the integrity of the fund. If we had a lower minimum we wouldn't have been able to invest in the assets that are in our business plan. Hence, wouldn't have made sense. 4. Fundrise. I don't know if we can say we are 'better' than their offerings as there are so many uniques to compare against. It would be really hard to do a like for like comparison. However, I will say some of the strengths of our fund that you might not find elsewhere include: a. We are 100% Multi-family value add focused. We have a deep and far network of partners to be able to access quality deals. You won't see us doing single-family home developments in our fund. We feel very strongly about this asset class and know it very well. While we obviously had no idea COVID would start in 2020 we did see the economy looking like it would weaken from 2020 onwards. That was our personal view and one of the reasons we decided to start the fund to take advantage of discounted assets. We are already starting to see this happen and believe it will continue for a couple of years. b. We have a liquidity mechanism that is 20% of the fund. Meaning, we keep 20% of it parked aside for tools such as the money markets. c. All revenues flow back to the fund. The managers (us) are paid a percentage of what the NAV is. So the intention is that we only get paid if the fund performs. d. We are targetting an 8% return to investors and should we deliver on our plan then the units purchased in the fund will increase. 5. As mentioned above, we are still holding all investments in escrow until we hit our minimum so no assets have been acquired as yet. However, we are constantly looking at deals and as soon as we hit the minimum we will be investing. In fact, CalTier already invests in assets outside of the Reg A fund. Those assets are performing very well even with COVID. Collections and occupancy are still good and our property management teams are working hard to increase these. I really hope that helps Blake? As I said, we might want to jump on a call to dicusss some of these in more detail and I am very happy to do so. Hope you join us on this exciting journey! Thanks Matt

Lavellcross24@gmail.com on June 15
How will this give me a passive income?

Matt Belcher - Managing Partner on June 15
Hi, Thanks for your comment and question. The idea of the fund is to invest into a portfolio of cash-flowing multi-family assets. When those assets produce income that flows back to the fund and then we distribute to you, the investors. As with every investment, there is a risk and I encourage you to read the offering circular here: https://www.sec.gov/Archives/edgar/data/1771232/000114420419047556/tv530766_partiiandiii.htm You can also read more about the fund and how it works on the FAQ's page here https://caltierrealtyfund.com/faq/ If you would like talk on the phone please let me know and we can set that up. We hope you will join us on this journey. Thank you. Matt Belcher Managing Partner CalTier Realty

Offering Circular

Please read the Offering Circular here: Get Offering Circular

THIS WEBPAGE MAY CONTAIN FORWARD-LOOKING STATEMENTS AND INFORMATION RELATING TO, AMONG OTHER THINGS, THE COMPANY, ITS BUSINESS PLAN AND STRATEGY, AND ITS INDUSTRY. THESE FORWARD-LOOKING STATEMENTS ARE BASED ON THE BELIEFS OF, ASSUMPTIONS MADE BY, AND INFORMATION CURRENTLY AVAILABLE TO THE COMPANY’S MANAGEMENT. WHEN USED IN THE OFFERING MATERIALS, THE WORDS “ESTIMATE,” “PROJECT,” “BELIEVE,” “ANTICIPATE,” “INTEND,” “EXPECT” AND SIMILAR EXPRESSIONS ARE INTENDED TO IDENTIFY FORWARD-LOOKING STATEMENTS, WHICH CONSTITUTE FORWARD LOOKING STATEMENTS. THESE STATEMENTS REFLECT MANAGEMENT’S CURRENT VIEWS WITH RESPECT TO FUTURE EVENTS AND ARE SUBJECT TO RISKS AND UNCERTAINTIES THAT COULD CAUSE THE COMPANY’S ACTUAL RESULTS TO DIFFER MATERIALLY FROM THOSE CONTAINED IN THE FORWARD-LOOKING STATEMENTS. INVESTORS ARE CAUTIONED NOT TO PLACE UNDUE RELIANCE ON THESE FORWARD-LOOKING STATEMENTS, WHICH SPEAK ONLY AS OF THE DATE ON WHICH THEY ARE MADE. THE COMPANY DOES NOT UNDERTAKE ANY OBLIGATION TO REVISE OR UPDATE THESE FORWARD-LOOKING STATEMENTS TO REFLECT EVENTS OR CIRCUMSTANCES AFTER SUCH DATE OR TO REFLECT THE OCCURRENCE OF UNANTICIPATED EVENTS.

THE COMPANY 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.

NO MONEY OR OTHER CONSIDERATION IS BEING SOLICITED, AND IF SENT IN RESPONSE, WILL NOT BE ACCEPTED.

NO OFFER TO BUY THE SECURITIES CAN BE ACCEPTED AND NO PART OF THE PURCHASE PRICE CAN BE RECEIVED UNTIL THE OFFERING STATEMENT FILED BY THE COMPANY WITH THE SEC HAS BEEN QUALIFIED BY THE SEC. ANY SUCH OFFER MAY BE WITHDRAWN OR REVOKED, WITHOUT OBLIGATION OR COMMITMENT OF ANY KIND, AT ANY TIME BEFORE NOTICE OF ACCEPTANCE GIVEN AFTER THE DATE OF QUALIFICATION.

AN INDICATION OF INTEREST INVOLVES NO OBLIGATION OR COMMITMENT OF ANY KIND.

AN OFFERING STATEMENT REGARDING THIS OFFERING HAS BEEN FILED WITH THE SEC. YOU MAY OBTAIN A COPY OF THE PRELIMINARY OFFERING CIRCULAR THAT IS PART OF THAT OFFERING STATEMENT FROM: https://www.sec.gov/Archives/edgar/data/1771232/000110465920098093/tm2029232d1_partiiandiii.htm