CalTier

Thanks to Alternatives Watch for this mention: https://lnkd.in/eCp8-RyW #alternatives #realestate #REIT #investinalts

One of the potential benefits of investing in a?REIT?is the QBI deduction that can allow some people to deduct up to 20% dividend income. You read that right, 20%! ? ?? What is the QBI Deduction? QBI?(Qualified Business Income) deduction was established by the?Tax Cuts and Jobs Act (TCJA) of 2017. It allows eligible taxpayers to deduct up to?20%?of qualified business income, including dividends from REITs. ? ?? How does it benefit REIT investors specifically? Investors can deduct up to?20% of REIT dividends?that are classified as ordinary income (known as Section 199A dividends). Effect:?It reduces the effective tax rate, potentially lowering taxes owed on those dividends significantly. ? ?? Example of Tax Savings: If you received $10,000 of qualifying REIT dividends: You can potentially deduct 20% ($2,000) of this amount. You only pay tax on the remaining $8,000, providing direct tax savings. ? ?? Who Qualifies for this Deduction? Individual investors?receiving ordinary dividends from a REIT qualify for this deduction. Applies to both those who itemize deductions and those using the standard deduction. ? ?? Tax Reporting: Clearly reported by REITs on your?1099-DIV form?as?Section 199A dividends. ? ?? Summary Benefits for Investors: Reduced Tax Liability: Directly reduces your taxable income. Passive Income Advantage: Efficient way to generate tax-advantaged passive income. Accessible Investment Vehicle: Easily accessible, transparent, and does not require sophisticated structuring. https://lnkd.in/gV4NrEnG This content has been prepared for information purposes only and is not intended to constitute tax advice. You should not, therefore, interpret any statements in this email to be tax advice or rely on the statements for such purpose. You should consult your own tax and financial advisors before engaging in any transaction. ? Securities of CalTier REIT I, Inc. are offered through North Capital Private Securities, a member of FINRA/SIPC. Private investments are highly speculative, illiquid, may involve a complete loss of capital, and are not suitable for all investors. Distributions are not guaranteed. The actual amount and timing distributions to investors are determined based on the financial condition and other market factors.

We’re excited to announce that CalTier REIT I is now live! Check all details: https://lnkd.in/eGZpevGB #RealEstate #CalTier #reitfunds #reit 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. Securities of CalTier REIT I, Inc. are offered through North Capital Private Securities, a member of FINRA/SIPC. Private investments are highly speculative, illiquid, may involve a complete loss of capital, and are not suitable for all investors. Distributions are not guaranteed. The actual amount and timing distributions to investors are determined based on the financial condition and other market factors.

CalTier Launches REIT I, Targeting Class A and B Multifamily Assets https://lnkd.in/gc687iFg #reit #realestate Securities of CalTier REIT I, Inc. are offered through North Capital Private Securities, a member of FINRA/SIPC. Private investments are highly speculative, illiquid, may involve a complete loss of capital, and are not suitable for all investors. Distributions are not guaranteed. The actual amount and timing distributions to investors are determined based on the financial condition and other market factors.

Check this interesting post from bisnow: https://lnkd.in/eNWWQxkb #multifamily #multifamilyrealestate #premiumassets #investonline #onlineinvestingplatform 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

Leo has been right on point each month with his communications as to when the partial payments would be mailed out. Leo also responded to any and all questions I had during this period. It looks as though February will be my last check, as I can no longer afford to invest at this time. However, if in the future my financial situation changes, Caltier would be the first one I come back to. Have a great day and be safe! Marc Brown Sent from my iPhone A big shoutout to Leo Betancourt for his fantastic work! #TheCalTierWay #GreatCostumerService #RealEstate 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/gcBjAJJW

More #alts news on Alternatives Watch this time J.P. Morgan Asset Management launches a new interval fund for #PrivateCredit. "According to a regulatory filing, JPMorgan Credit Markets Fund will invest in an actively managed portfolio of credit investments including loans, bonds and other credit instruments."

Calling all #Accreditedinvestors looking for new #PrivateCredit opportunities. CalTier has opened its latest funding opportunity with a #ConvertibleNote for the company. You'll be able to learn more here. https://lnkd.in/ghH_qZre ?? Accredited only at this time ?? $5,000 minimum ?? 12-month term option to convert ?? $24K 12% interest ?? $100K 15% interest This might be a good fit for you if you want to enter the private credit market with a growing company. https://lnkd.in/ghH_qZre Why Private Credit Why Now? With market conditions shifting and investors increasingly seeking alternatives to public markets, private credit has emerged as one of the most compelling opportunities for many. According to?Morgan Stanley, the private credit market has expanded from approximately?$1 trillion in 2020 to around $1.5 trillion at the start of 2024, with projections estimating it will reach?$2.8 trillion by 2028. The demand for private credit is growing because of its potential ability to generate?higher yields and lower correlation to public markets. https://lnkd.in/g6vsnX2R This offer is under Reg D 506(c) for accredited investors only. 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.?

We are thrilled to announce that?CalTier Fund I?has achieved its?40th consecutive distribution to investors! CalTier Fund 1 investors will now see the distribution reflected in their?accounts. www.invest.caltier.fund. This milestone highlights the dedication of our team and the strategic focus on multifamily real estate—a sector that has demonstrated remarkable resilience compared to other real estate. According to a report by?Altus Group, 69% of survey respondents believe that multifamily housing is poised to outperform other commercial real estate sectors, citing steady demand and challenges in the single-family home market. https://lnkd.in/eRun9xQ3 Furthermore, a study by the National?Multifamily Housing Council?found that the multifamily sector recovered more?quickly?compared to other real estate sectors during economic?downturns. https://lnkd.in/gz-RDft5 Congratulations to our?CalTier Fund I investors! While past performance does not guarantee future results, we are excited to continue growing our portfolio and look forward to maintaining this trend. Distributions are paid from the income generated by the?real estate portfolio?in CalTier Fund I. NO MONEY OR OTHER CONSIDERATION IS BEING SOLICITED, AND IF SENT IN RESPONSE, WILL NOT BE ACCEPTED FOR CALTIER FUND I. 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. 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. These Securities being offered are highly speculative, you can lose your investment. Please see the Offering Circular https://lnkd.in/gNpYbxRK

The most recent reports on Blackstone’s performance are attracting a lot of attention. You can review it here:?https://lnkd.in/e7xmKYsW #blackrockinvestment #blackrock #CalTier #alternativeinvestments #alts?? 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