CalTier

07/03/2025

This Independence Day, we pause to reflect on the values that brought us here — resilience, vision, and the drive to build something lasting.

As we look toward the future, we’re grateful to have you with us. Whether you’ve been part of CalTier since the beginning or just joined recently, your trust and partnership mean everything to us.

We hope you enjoy a safe, relaxing 4th of July with family, friends, and a bit of sunshine.

Here’s to freedom, progress, and what we can build together.

Happy Independence Day.

The CalTier Team

06/27/2025

Why is having our own platform a big deal?

👉 Scalability - We can now grow and scale at our desired pace

👉 Flexibility - We can more easily introduce new products, services, and features

👉 Company Value - Owning the software stack can potentially enhance company value

Check more at invest.caltier.fund



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://www.sec.gov/Archives/edgar/data/1800055/000110465924011216/tm245021d1_partiiandiii.htm

06/20/2025

The alternatives market has grown exponentially in recent years. Learn more about it in our latest blog post. 👇

https://www.caltier.fund/the-rise-of-alternatives-how-retail-investors-are-finally-getting-in/



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

06/13/2025

At CalTier Fund, we recognize that true resilience comes from embracing diversity in all its forms. 🏳️‍⚧️🏳️‍🌈

🌈 This Pride Month, we celebrate the diverse journeys and vibrant identities that contribute to the dynamic fabric of our communities.

06/11/2025

Check this note from our CEO Matt Belcher 👇

Another big move in the alternatives space — Cantor Fitzgerald is acquiring UBS U.S. alternative investment distribution business.

A few things that jumped out to me:

🏗️ Institutional consolidation continues. Big firms aren’t just investing in alts. they’re actively consolidating distribution channels. This isn’t a side strategy anymore.

🎯 Focus on high-net-worth and retail reach. Cantor’s clearly doubling down on expanding access to private alternatives beyond institutional clients. That’s a major validation of where the market is heading.

📈 Demand-driven. UBS has reportedly seen 20% annual growth in their alternatives platform over the past few years. That kind of traction doesn’t go unnoticed especially with advisors and clients both looking for differentiated, volatility-resistant exposure.

From LPL building education hubs to Cantor acquiring platforms, we’re seeing a reshaping of how alternatives are accessed and positioned.

Curious what others think. Does this mark the next wave of private market democratization, or is this still just institutional stacking? Click on the image. 👇

Cantor Fitzgerald entered into an agreement to acquire UBS’ alternatives investment platform, O’Connor, which includes hedge funds, private credit and commodities.

05/26/2025

Today, we honor those who have served and continue to serve.
Your strength, commitment, and sacrifice do not go unnoticed.
From all of us at CalTier — thank you. 🇺🇸

05/21/2025

$124 trillion is an almost unimaginable number — but according to the latest Cerulli Associates Report, that’s the estimated value of the 💸 wealth transfer currently underway in the U.S.

Here’s what really stands out:

🚀 Cerulli predicts that 96% of that wealth will flow to women. 🚀

👉 And younger generations of women are expected to inherit $47 trillion through intergenerational transfers.

At CalTier, we pay close attention to major shifts like this — because we’re not just building 🏢 real estate portfolios. We’re building a platform for the next generation of investors — people who demand access, transparency, and smarter alternatives to traditional wealth channels.

That’s why we believe so strongly in what we’re doing. We make high-quality real estate accessible to everyday investors, and we’re designing our technology with the future of wealth in mind.

www.CalTier.Fund



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://www.sec.gov/Archives/edgar/data/1771232/000110465923062295/tm2316247d1_253g2.htm and https://www.sec.gov/Archives/edgar/data/1800055/000110465924011216/tm245021d1_partiiandiii.htm

05/07/2025

If you're unsure or want to learn more about how it works and whether it aligns with your strategy, you can schedule a call with Ryan Harrington.

Drop us a message, and we will book you right away!



Private investments are highly speculative, illiquid, may involve a complete loss of capital, and are not suitable for all investors. Past performance is not indicative of future results. Prospective investors should conduct their own due diligence and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help them to understand and assess the risks associated with any investment opportunity.
Securities are offered through North Capital Private Securities (NCPS), member FINRA/SIPC.

04/26/2025

In today’s uncertain economic environment, marked by fluctuating interest rates, market volatility, and ongoing affordability challenges, investors naturally seek stability and resilience.

Amidst these ups and downs, we believe multi-family real estate emerges as a standout asset class, consistently demonstrating its value as a robust investment option.

Current economic shifts have significantly widened the affordability gap between renting and homeownership—owning a home is now roughly 25% more expensive monthly than renting, the largest gap seen in 15 years.*

Recently, InvestNext released its report “2025 Multi-Family Investment Report”with some very detailed statistics.

Read more here: https://www.caltier.fund/why-multifamily-is-our-primary-focus-in-2025-and-beyond/



Private investments are highly speculative, illiquid, may involve a complete loss of capital, and are not suitable for all investors. Past performance is not indicative of future results. Prospective investors should conduct their own due diligence and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help them to understand and assess the risks associated with any investment opportunity.
Securities are offered through North Capital Private Securities (NCPS), member FINRA/SI

In today’s uncertain economic environment, marked by fluctuating interest rates, market volatility, and ongoing affordability challenges, investors naturally seek stability and resilience. Amidst these ups and downs, we believe multi-family real estate emerges as a standout asset class, consist....

04/23/2025

Why are more companies remaining private?

Check our CEO's insights for a comprehensive approach to the topic, and let us know what you think. 👇

https://www.caltier.fund/the-steady-decline-of-public-companies/



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://www.sec.gov/Archives/edgar/data/1771232/000110465923062295/tm2316247d1_253g2.htm and https://www.sec.gov/Archives/edgar/data/1800055/000110465924011216/tm245021d1_partiiandiii.htm

04/20/2025

According to BlackRock Chairman & CEO, Larry Fink

"The future standard portfolio may look more like 50/30/20—stocks, bonds, and private assets like real estate, infrastructure, and private credit."

Check this and other interesting insights at: https://www.caltier.fund/the-60-40-portfolio-is-outdated/



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://www.sec.gov/Archives/edgar/data/1771232/000110465923062295/tm2316247d1_253g2.htm and https://www.sec.gov/Archives/edgar/data/1800055/000110465924011216/tm245021d1_partiiandiii.htm

04/17/2025

One potential benefit of investing in a REIT is the QBI deduction, which allows some people to deduct up to 20% of dividend income.

You read that right, 20%!

Learn all about it here: https://www.caltier.fund/a-20-tax-deduction-potentially-yes/



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://www.sec.gov/Archives/edgar/data/1771232/000110465923062295/tm2316247d1_253g2.htm and https://www.sec.gov/Archives/edgar/data/1800055/000110465924011216/tm245021d1_partiiandiii.htm