Using a Self-Directed IRA for Real Estate Investments
If you have been following CalTier for any length of time, you have likely seen the term 'self-directed IRA' mentioned several times on our website or in emails. So what is a Self-Directed IRA? Self-directed IRAs (often called SDIRA for short) are self-directed individual retirement accounts that many favor in conjunction with a traditional Roth IRA. The big difference with a self-directed IRA is that these accounts can hold various alternative investments, such as real estate or an investment into a company. A custodian company administers them; however, you decide where the monies are invested as the account owner. ...
CalTier Welcomes James Jones as Strategic Advisor!
We are delighted to announce that James Jones is joining CalTier as our Strategic Advisor for Wealth Management and Self Directed IRA's. This is fantastic news for CalTier and our current and potential investors. James brings years of business, wealth management, and financial services experience to the table and has been a pioneering leader of the Self Directed IRA market. To say we are excited to have James helping us grow our Self Direct IRA market would be an understatement! "Aside from James' experience and knowledge in the Self Directed IRA market, he is just one of ...
Assets for Inflation Protection
Over the last year, we have already seen hard goods such as lumber double and, in some cases, triple in price. If you own a home and have been making improvements, then you know this all too well. It's great for Home Depot, Lowes, and lumber yards but not for our wallets! There have been a lot of talks recently in the press about inflation getting out of control. So what can you do to protect against it, and are there assets that help? In this outstanding Investopedia Article - 9 Assets for Protection Against Inflation, they list the ...
The Power of Many
We all know that 'many hands make light work' and that a 'team is stronger than the individual,' but is that relevant concerning personal finances? We 100% Believe So! The real strength behind the CalTier fund is that it leverages the power of the crowd. The Multi-Family assets we invest in are incredibly desirable to many companies and institutions looking to purchase them. For most people, they are entirely out of reach. Not least because you often have to be an accredited investor and invest a minimum of $250K+ each time. Also, your money can be 'tied up' for ...
Income & Growth?
In most investment circles, one desired goal 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 in Multi-Family is that it allows for income (from rent payments) and growth. It gives you the best of both worlds. Not only that but as our fund grows in size, so too does the value of the units that an investor holds. ...
Property update: Solano Vista in Glendale, AZ
The project is expected to generate an annualized return of roughly 20%, net IRR, by CalTier Fund I LP partners. Disclaimer: The realized return on an individual project may vary significantly from your portfolio-level return as a CalTier investor. The CalTier Fund investment in the 352-unit apartment home community in Glendale, AZ, officially closed in early March 2021. This property is being rented as an apartment home community nestled in the heart of Maricopa County. Rose Lane Park, fantastic local eateries, and great shopping venues are just minutes away. During the first half of 2021, Caltier's and its ...
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