What tax documents can I expect to receive?
Your annual detailed tax information will be reported on a K-1 if required, and we aim to deliver it to you in electronic form by the 31st of January of the year following each taxable year.
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 a 60-day notice. Please refer to the offering circular to view our redemption plan in full
What kind of fees do investors pay?
As an investor in our fund, your investment goes directly into purchasing and managing the properties. Our general partner is entitled to specific upfront costs and ongoing operations reimbursements, including but not limited to a fixed annual management fee of 3% based on the fund's assets under management. No other fees are paid by you to participate.
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 cash flow and income.
How do I start?
It's simple. Click Invest Now, and you will be guided through the online investment process. Getting 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 it.
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.
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Email Us: hello@caltier.fund
Call Us: 619-630-1234