CalTier

CalTier

Investment Management

Poway, California 1,618 followers

CalTier is a leading online investment platform that opens the door to alternative investments.

About us

CalTier is a leading online investment platform that opens the door to alternative investments not typically available to retail investors, such as cash-flowing real estate. Diversify your portfolio; you can start with only $500. Non-Accredited Investors Accepted. ***** CalTier is a FinTech company changing how people worldwide invest in Real Estate. We believe everyone should be able to invest in institutional-grade real estate. CTR has extensive relationships across the United States with those who have access to institutional-grade, often off-market, real estate opportunities.

Website
http://www.caltier.fund
Industry
Investment Management
Company size
11-50 employees
Headquarters
Poway, California
Type
Privately Held
Founded
2019
Specialties
Fintech, real estate, crowdfunding, multi-family, and alternative investments

Locations

Employees at CalTier

Updates

  • CalTier reposted this

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    1,618 followers

    $60 trillion in alternatives by 2032? You read that right.....gulp! That is an eye-watering number, but Bain & Company suggests it in its recent analysis, "Avoiding Wipeout: How to Ride the Wave of Private Markets." They say: “Wealth and asset managers are now favoring private markets because the business models that have dominated asset management for years have nearly run their course,” said Markus Habbel, global head of Bain’s Wealth & Asset Management practice. “Private assets constitute a much larger market than public assets and offer potentially higher yields, diversification, and in cases such as real estate—a hedge against inflation. Our research shows there are five key areas firms must focus on if they wish to adapt.” They go on to say: "Similarly, rising contributions from retail investors will cause the retail AUM share to rise from 16% in 2022 to 22% in 2032. Individuals are drawn to the alternative asset market by the prospect of diversification and higher returns and are therefore willing to tolerate lower liquidity,” said Habbel. “In response to this demand, leading companies have launched innovative offerings such as intermittent liquidity products for retail investors.” These market drivers are why we are building out our alternative investment platform. What do you think? Is the market going to be this big by 2032? See the original report here https://lnkd.in/gRKW4f8j

    Private market assets to grow at more than twice the rate of public assets, reaching up to $65 trillion by 2032, Bain & Company finds

    bain.com

  • View organization page for CalTier, graphic

    1,618 followers

    $60 trillion in alternatives by 2032? You read that right.....gulp! That is an eye-watering number, but Bain & Company suggests it in its recent analysis, "Avoiding Wipeout: How to Ride the Wave of Private Markets." They say: “Wealth and asset managers are now favoring private markets because the business models that have dominated asset management for years have nearly run their course,” said Markus Habbel, global head of Bain’s Wealth & Asset Management practice. “Private assets constitute a much larger market than public assets and offer potentially higher yields, diversification, and in cases such as real estate—a hedge against inflation. Our research shows there are five key areas firms must focus on if they wish to adapt.” They go on to say: "Similarly, rising contributions from retail investors will cause the retail AUM share to rise from 16% in 2022 to 22% in 2032. Individuals are drawn to the alternative asset market by the prospect of diversification and higher returns and are therefore willing to tolerate lower liquidity,” said Habbel. “In response to this demand, leading companies have launched innovative offerings such as intermittent liquidity products for retail investors.” These market drivers are why we are building out our alternative investment platform. What do you think? Is the market going to be this big by 2032? See the original report here https://lnkd.in/gRKW4f8j

    Private market assets to grow at more than twice the rate of public assets, reaching up to $65 trillion by 2032, Bain & Company finds

    bain.com

  • View organization page for CalTier, graphic

    1,618 followers

    According to the Courier Journal, overspending and not budgeting are common issues during summer vacations. Do you relate? Check the whole article here: https://lnkd.in/er4JvS3a #summerspending #overbudgetholidays #budget #CalTier IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. REGULATION A OFFERINGS ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. CalTier Inc (and companies) is offering securities through the use of an Offering Statement that the Securities and Exchange Commission ('SEC") has qualified under Tier II of Regulation A. While the SEC staff reviews certain forms and filings for compliance with disclosure obligations, the SEC does not evaluate the merits of any offering, nor does it determine if any securities offered are "good" investments. Securities offered via Regulation A through Dalmore Group LLC, registered broker dealer, member of FINRA (www.finra.org) , member of SIPC (www.sipc.org) acting as broker of record. This profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its markets or industry. These statements reflect management’s current views regarding future events based on available information and are subject to risks and uncertainties that could cause the company’s actual results to differ materially. Investors are cautioned not to place undue reliance on these forward-looking statements as they are meant for illustrative purposes, and they do not represent guarantees of future results, levels of activity, performance, or achievements, all of which cannot be made. Moreover, although management believes that the expectations reflected in the forward-looking statements are reasonable, neither [insert firm name] nor anyone acting on its behalf can give any assurance that such expectations will prove to have been correct nor do they have a duty to update any such statements to conform them to actual results. By accessing this site and any pages on this site, you agree to be bound by our Terms of Use and Privacy Policy, as may be amended. Securities by (issuer name) are offered and distributed pursuant to Regulation A through the Dalmore Group LLC, a registered broker dealer, member of FINRA (www.FINRA.org) and member of SIPC (www.SIPC.org). These Securities being offered are highly speculative, you can lose your investment. Please see the Offering Circulars here: https://lnkd.in/envbrmGP

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    1,618 followers

    Here are some insights from one of our founders, Travis H., on how the upcoming presidential election could affect the real estate market, specifically multi-family. Read them here: https://lnkd.in/epSyFxiW (Please note that this is for informational purposes only and not investment advice!) #realestate #presidentialelections #CalTier IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. REGULATION A OFFERINGS ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. CalTier Inc (and companies) is offering securities through the use of an Offering Statement that the Securities and Exchange Commission ('SEC") has qualified under Tier II of Regulation A. While the SEC staff reviews certain forms and filings for compliance with disclosure obligations, the SEC does not evaluate the merits of any offering, nor does it determine if any securities offered are "good" investments. Securities offered via Regulation A through Dalmore Group LLC, registered broker dealer, member of FINRA (www.finra.org) , member of SIPC (www.sipc.org) acting as broker of record. This profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its markets or industry. These statements reflect management’s current views regarding future events based on available information and are subject to risks and uncertainties that could cause the company’s actual results to differ materially. Investors are cautioned not to place undue reliance on these forward-looking statements as they are meant for illustrative purposes, and they do not represent guarantees of future results, levels of activity, performance, or achievements, all of which cannot be made. Moreover, although management believes that the expectations reflected in the forward-looking statements are reasonable, neither [insert firm name] nor anyone acting on its behalf can give any assurance that such expectations will prove to have been correct nor do they have a duty to update any such statements to conform them to actual results. By accessing this site and any pages on this site, you agree to be bound by our Terms of Use and Privacy Policy, as may be amended. Securities by (issuer name) are offered and distributed pursuant to Regulation A through the Dalmore Group LLC, a registered broker dealer, member of FINRA (www.FINRA.org) and member of SIPC (www.SIPC.org). These Securities being offered are highly speculative, you can lose your investment. Please see the Offering Circulars here: Offering Circular https://lnkd.in/envbrmGP

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    1,618 followers

    📈 Hedge Funds, what does it take to invest in them? Often, you have to be an accredited investor or an institutional investor to invest in hedge funds. For individuals, that means having a net worth of at least $1,000,000 — not including your primary residence. Check SEC website for more information on accredited investors: https://lnkd.in/gMdpqmeY Always consult with your financial advisor before making any investment decision. #HedgeFunds #ActiveInvesting #RealEstate #CalTier IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. REGULATION A OFFERINGS ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. CalTier Inc (and companies) is offering securities through the use of an Offering Statement that the Securities and Exchange Commission ('SEC") has qualified under Tier II of Regulation A. While the SEC staff reviews certain forms and filings for compliance with disclosure obligations, the SEC does not evaluate the merits of any offering, nor does it determine if any securities offered are "good" investments. Securities offered via Regulation A through Dalmore Group LLC, registered broker dealer, member of FINRA (www.finra.org) , member of SIPC (www.sipc.org) acting as broker of record. This profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its markets or industry. By accessing this site and any pages on this site, you agree to be bound by our Terms of Use and Privacy Policy, as may be amended. Securities by (issuer name) are offered and distributed pursuant to Regulation A through the Dalmore Group LLC, a registered broker dealer, member of FINRA (www.FINRA.org) and member of SIPC (www.SIPC.org). These Securities being offered are highly speculative, you can lose your investment. Please see the Offering Circular here: https://lnkd.in/gNpYbxRK and https://lnkd.in/gqRmH7BK

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    1,618 followers

    Real estate can be a complex topic. Add in crowdfunding, and now you have a mix of concepts that can be difficult to understand! Here is the guide we created to help you understand how real estate and crowdfunding work together. https://lnkd.in/e4hMwTuz #realestateguide #realestatecrowdfunding #CalTier #Investonline IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. REGULATION A OFFERINGS ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. CalTier Inc (and companies) is offering securities through the use of an Offering Statement that the Securities and Exchange Commission ('SEC") has qualified under Tier II of Regulation A. While the SEC staff reviews certain forms and filings for compliance with disclosure obligations, the SEC does not evaluate the merits of any offering, nor does it determine if any securities offered are "good" investments. Securities offered via Regulation A through Dalmore Group LLC, registered broker dealer, member of FINRA (www.finra.org) , member of SIPC (www.sipc.org) acting as broker of record. This profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its markets or industry. These statements reflect management’s current views regarding future events based on available information and are subject to risks and uncertainties that could cause the company’s actual results to differ materially. Investors are cautioned not to place undue reliance on these forward-looking statements as they are meant for illustrative purposes, and they do not represent guarantees of future results, levels of activity, performance, or achievements, all of which cannot be made. Moreover, although management believes that the expectations reflected in the forward-looking statements are reasonable, neither [insert firm name] nor anyone acting on its behalf can give any assurance that such expectations will prove to have been correct nor do they have a duty to update any such statements to conform them to actual results. By accessing this site and any pages on this site, you agree to be bound by our Terms of Use and Privacy Policy, as may be amended. Securities by (issuer name) are offered and distributed pursuant to Regulation A through the Dalmore Group LLC, a registered broker dealer, member of FINRA (www.FINRA.org) and member of SIPC (www.SIPC.org). These Securities being offered are highly speculative, you can lose your investment. Please see the Offering Circulars here: Offering Circular https://lnkd.in/envbrmGP

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    1,618 followers

    🎨 Collectibles: From art to vintage cars, rare items can appreciate in value over time. Collectibles are rare items like art, vintage wines, coins, NFTs, stamps, classic cars, and memorabilia. Their value can increase with time based on their limited availability or popularity. Though the returns can be high, the value of collectibles is often unpredictable. Successful collectibles investors usually have deep experience with niche markets, too. For instance, a wine connoisseur might start a wine collection, or a literature buff might buy rare folios. #Collectibles #NicheInvesting #CalTier #OnlineInvesting IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. REGULATION A OFFERINGS ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. CalTier Inc (and companies) is offering securities through the use of an Offering Statement that the Securities and Exchange Commission ('SEC") has qualified under Tier II of Regulation A. While the SEC staff reviews certain forms and filings for compliance with disclosure obligations, the SEC does not evaluate the merits of any offering, nor does it determine if any securities offered are "good" investments. Securities offered via Regulation A through Dalmore Group LLC, registered broker dealer, member of FINRA (www.finra.org) , member of SIPC (www.sipc.org) acting as broker of record. This profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its markets or industry. By accessing this site and any pages on this site, you agree to be bound by our Terms of Use and Privacy Policy, as may be amended. Securities by (issuer name) are offered and distributed pursuant to Regulation A through the Dalmore Group LLC, a registered broker dealer, member of FINRA (www.FINRA.org) and member of SIPC (www.SIPC.org). These Securities being offered are highly speculative, you can lose your investment. Please see the Offering Circular here: https://lnkd.in/gNpYbxRK and https://lnkd.in/gqRmH7BK

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    1,618 followers

    🔍 Alternative investments are outside traditional categories like stocks, bonds, and cash. They cover various assets, such as hedge funds, precious metals, art, private equity, venture capital, and real estate. Jump in and check it out: https://lnkd.in/gWgCVMJj #InvestSmart #PortfolioDiversification #CalTier IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. REGULATION A OFFERINGS ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. CalTier Inc (and companies) is offering securities through the use of an Offering Statement that the Securities and Exchange Commission ('SEC") has qualified under Tier II of Regulation A. While the SEC staff reviews certain forms and filings for compliance with disclosure obligations, the SEC does not evaluate the merits of any offering, nor does it determine if any securities offered are "good" investments. Securities offered via Regulation A through Dalmore Group LLC, registered broker dealer, member of FINRA (www.finra.org) , member of SIPC (www.sipc.org) acting as broker of record. This profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its markets or industry. These statements reflect management’s current views regarding future events based on available information and are subject to risks and uncertainties that could cause the company’s actual results to differ materially. Investors are cautioned not to place undue reliance on these forward-looking statements as they are meant for illustrative purposes, and they do not represent guarantees of future results, levels of activity, performance, or achievements, all of which cannot be made. Moreover, although management believes that the expectations reflected in the forward-looking statements are reasonable, neither [insert firm name] nor anyone acting on its behalf can give any assurance that such expectations will prove to have been correct nor do they have a duty to update any such statements to conform them to actual results. By accessing this site and any pages on this site, you agree to be bound by our Terms of Use and Privacy Policy, as may be amended. Securities by (issuer name) are offered and distributed pursuant to Regulation A through the Dalmore Group LLC, a registered broker dealer, member of FINRA (www.FINRA.org) and member of SIPC (www.SIPC.org). These Securities being offered are highly speculative, you can lose your investment. Please see the Offering Circulars here: Offering Circular https://lnkd.in/envbrmGP

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    1,618 followers

    As you may know, CalTier is always interested in sharing valuable information with its audience. This is why we are starting a dedicated series of posts for learning. We will be sharing curated information related to alternative assets. We hope you enjoy it! #alternativeassets #alternatives #realestatecrowdfunding #CalTier #onlineinvesting IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. REGULATION A OFFERINGS ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. CalTier Inc (and companies) is offering securities through the use of an Offering Statement that the Securities and Exchange Commission ('SEC") has qualified under Tier II of Regulation A. While the SEC staff reviews certain forms and filings for compliance with disclosure obligations, the SEC does not evaluate the merits of any offering, nor does it determine if any securities offered are "good" investments. Securities offered via Regulation A through Dalmore Group LLC, registered broker dealer, member of FINRA (www.finra.org) , member of SIPC (www.sipc.org) acting as broker of record. This profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its markets or industry. These statements reflect management’s current views regarding future events based on available information and are subject to risks and uncertainties that could cause the company’s actual results to differ materially. Investors are cautioned not to place undue reliance on these forward-looking statements as they are meant for illustrative purposes, and they do not represent guarantees of future results, levels of activity, performance, or achievements, all of which cannot be made. Moreover, although management believes that the expectations reflected in the forward-looking statements are reasonable, neither [insert firm name] nor anyone acting on its behalf can give any assurance that such expectations will prove to have been correct nor do they have a duty to update any such statements to conform them to actual results. By accessing this site and any pages on this site, you agree to be bound by our Terms of Use and Privacy Policy, as may be amended. Securities by (issuer name) are offered and distributed pursuant to Regulation A through the Dalmore Group LLC, a registered broker dealer, member of FINRA (www.FINRA.org) and member of SIPC (www.SIPC.org). These Securities being offered are highly speculative, you can lose your investment. Please see the Offering Circulars here: Offering Circular https://lnkd.in/envbrmGP

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    1,618 followers

    Some great insights about what investors are looking for shared by Matt. Check it out.

    View profile for Matt Belcher, graphic

    Founder & CEO, CalTier

    There are some very interesting statistics in the 2024 Bank of America Private Bank Study of Wealthy Americans. Real Estate features several times.... Here are some of the ones I picked out: Generational Preferences: "The one category where all investors seem to agree on investment potential is real estate" (p. 10). Greatest Opportunities for Growth: Among younger investors aged 21-43, 41% believe that real estate investments offer the greatest opportunities for growth (p. 10). Investment Mix: "Younger groups hold more crypto and more alternative investments, with real estate being a common preference among all age groups" (p. 11). Portfolio Composition: "For wealthy people aged 21 to 43, portfolio allocations look about the same whether a person says they are conservative or aggressive, with a nearly even mix of alts, crypto, stocks, bonds, and cash. Real estate is a key component" (p. 12). Risk-Averse Nature: "Real estate investments, along with cash and crypto, are considered risk-averse for young, wealthy people" (p. 12). Skepticism Towards Stocks: "72% of younger people agree that it’s no longer possible to achieve above-average returns with stocks and bonds alone, leading to a preference for real estate and other alternatives" (p. 8). Inflation Hedge: "Real estate investments are seen as a hedge against inflation, which is a significant concern for all age groups" (p. 6). Consistent Interest: "Older wealthy people still put traditional choices at the top, but real estate remains a consistent interest across all generations" (p. 10). Allocation Models: "Younger investors, despite their conservative or aggressive labels, consistently include real estate in their diversified portfolios" (p. 12). Diversification Strategy: "Real estate is part of a diversified investment strategy that includes alternative investments, highlighting its importance in achieving balanced growth" (p. 11). Here is the link to the report https://lnkd.in/g68gtXJr #realestate #alternativeassets

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