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Private Real Estate Investing

Caliber - The Wealth Development Company builds, buys, renovates and operates commercial real estate in the underserved middle-market to generate wealth for investors in all market conditions.

Featuring

Caliber Announces Q3 2024 Financials

Caliber Announces Q3 2024 Financials

Caliber delivered strong Q3 results and confirmed that it remains on target to meet its long-term growth and profitability targets. Hear from Caliber CEO Chris Loeffler and CFO Jade Leung as they discuss the firm’s progress with investors.

Caliber, Nasdaq Discuss Distressed Commercial Real Estate Cycle

Caliber, Nasdaq Discuss Distressed Commercial Real Estate Cycle

Caliber CEO, Nasdaq economist discuss the growing opportunities in distressed commercial real estate assets. Tune in to hear the latest economic projections and how savvy investors are capitalizing on this new cycle by acquiring undervalued properties.

QOF Roll-Up Program

QOF Roll-Up Program

Caliber has launched a new program to acquire and roll-up Opportunity Zone funds, providing investors with an existing private QOF a more efficient way to access larger, diversified investments while retaining key tax benefits.

1031 Exchange Program

1031 Exchange Program

Caliber helps investors find ideal 1031 exchange assets for reinvestment and offers sellers a smooth process when selling exchangeable assets.

New Pickleball Offering

New Pickleball Offering

Caliber is partnering with PURE Pickleball & Padel to co-develop one of the largest and most advance pickleball facilities in the United States and the world.

Offer Clients Commercial Real Estate Investment Options

Offer Clients Commercial Real Estate Investment Options

Caliber works with financial professionals to deliver their clients unique commercial real estate investment alternatives that increase portfolio diversification and target higher returns than traditional investments.

Our Competitive Advantage

Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate, providing accredited investors and registered investment advisors with well-structured alternatives to traditional investments.

Middle Market Fundraising & Capital Deployment

We invest in middle-market assets and geographies, applying established institutional private asset investment models, to deliver outsized returns.

Vertically Integrated Operating Model

Our investment service model produces improved visibility and control, enhanced investment returns, and robust off-market deal flow.

Growth Markets Geographic Focus

We focus on cities and regions with growing populations that are business friendly, with favorable taxes, entitlements, and access to local governments.

Non-Correlated Investment Solutions To Defend Against Inflation and Volatility

Historically, investing in real estate as been proven to hold value in any economic climate. It can be used to deliver a predictable income and/or to generate large, long-term returns for the investor. If the economy is unstable and inflation issues arise, investing in real estate assets or funds can be a great solution to diversify and protect your portfolio from the fallout.

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Forged In Distress Born of the Financial Crisis

Caliber was founded in 2009, from the heart of the financial crisis, acquiring distressed assets.

We identified a unique advantage, in the underserved middle market. Our purpose-built investments are asset agnostic for the highest and best use, driving multiple avenues for growth with a cycle-tested team with deep industry experience and local relationships for proprietary off-market deal flow. As economics change we continue to seek out market appropriate solutions.

Caliber's Track Record
of Growth

2.9B+ Assets Under Management & Assets Under Development*

$667M+ Equity Raised

15-year History of Operations Cycle Tested

Caliber fund and asset investment offerings

We offer a range of investment offerings across Core, Core Plus, Value-Add and Opportunistic philosophies, meaning that you can typically find funds or assets that offer growth, income or a hybrid of both through us.

  • Commercial real estate
  • Qualified Opportunity Zones (QOZ)
  • Private equity
  • Debt facilities
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Achieve generational wealth. Rise up with us.

Investment Solutions for financial professionals, institutions and accredited individual investors looking to strengthen portfolio diversification, hedge against inflation and reduce volatility using commercial real estate assets, funds and alternative investments.

Individual Investors

Diversify your portfolio by investing in funds and assets that offer outsized tax benefits, capital growth, income accrual or a hybrid of both.

Financial Professionals

For your clients seeking to enhance portfolio diversification, we offer numerous funds and asset types that build growth, accrue income or a hybrid of both.

Institutions

Provide value to your stakeholders by investing in funds and assets that offer atypical tax benefits, capital growth, accrue income or a hybrid of both.

Investor Testimonials

The Middle Market - An Intersection of Meaningful Opportunities

Middle-market, private equity investing typically refers to the acquisition, financing, and management of commercial properties typically valued between $10 million and $500 million. This investment type lets investors pool their capital together and invest in an array of property classes.

Middle Market Investors

  • High net worth (HNW)
  • Underserved, high growth demographic
  • Seeking alternative direct investments

Middle Market Geographies

  • Strong demographics
  • Historically higher cap rates*
  • Financing gap (overlooked by larger firms)
  • Opportunity Zones

Middle Market Assets

  • $5mn-$50mn
  • Fragmented
  • Large deal volume
  • Less competition from institutions

Past performance is not indicative of future results.

4 Investment Strategies

Core, core plus, value-add, and opportunistic are four different types of commercial real estate investing strategies. Each of these strategies carries its own set of risks and rewards, and investors may choose to use a combination of these strategies in order to diversify their investment portfolio.

CORE

The most conservative blend of risk and return.

Property tends to be well-built in a great location with little deferred maintenance requirements and high-quality tenants already in place on long-term leases.

CORE PLUS

Properties with a good – not great – location, stable income, high quality tenants, slightly dated finishes, low to moderate vacancy rates.

Properties provide an opportunity to create value by reducing risk, improving cash flow, or both through overcoming whatever challenges prevented the asset from being characterized as Core.

VALUE ADD

The goal with value-add is to find properties priced below the market that needs some work to restore their value.

Commonly, value-add properties have little to no cash flow at acquisition. Fair to good location, dated finishes, medium to high vacancy levels, and some amount of deferred maintenance that must be addressed.

OPPORTUNISTIC

The opportunistic category is a little like investing in small-cap stocks.

There’s greater risk buying less-established companies, however, the upside can be significantly higher than buying mature large-cap stocks. Can include developing something from scratch (ground-up development), repurposing a building from one use to another (adaptive reuse), and winning entitlements for raw land.

Investment Thesis

Each Caliber investment undergoes a multi-step underwriting process that begins with an in-depth review of past industry performance and current market conditions.

Opportunities are then assessed by our expert team to ensure that the investment aligns with our principles, which are applied to every deal, every time.

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Drive Appreciation

Buy assets below market value, then add value through renovations, better management, and branding. Don’t buy and wait for the market to improve.

Investors Profit First

We believe in alignment of interest. Our investments are structured so that our clients make the first portion of the profits from each asset. We participate in profits after we meet specific performance benchmarks.

Including Off-Market Assets, Buy Assets That Others Can’t

Markets change and it is important to change with them. Focus time and resources to acquire the best property at the best pricing, rather than listed properties that are available to the general public. Market appropriate assets return the highest value to investors.

Income Creates Value and Reduces Risk

Income is the true test of value, not what somebody says an asset should be worth. Market appropriate assets return the highest value to investors.

Meet the Team

Caliber is a leading vertically integrated asset management firm whose primary goal is to enhance the wealth of investors seeking to make investments in middle-market assets. We strive to build wealth for our investor clients by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments.

Recent Blog Posts, News & Webinars

A New Administration and the Impact on Commercial Real Estate

After the presidential election was decided, tax and real estate experts discussed the likely changes that the new administration will make. The experts based their views on Donald J. Trump’s…

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Caliber CEO and Nasdaq Economist lead Webinar on Distressed Commercial Real Estate Assets

Caliber and the Nasdaq joined forces to lead a discussion on the growing opportunities in distressed commercial real estate. Caliber’s Chris Loeffler and Nasdaq’s U.S. Economist Michael Normyle were joined by Bradley Cosman, Firmwide Chair of…

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How Best to Use an OZ Fund: A Guide for Advisors

The Opportunity Zone program—part of the 2017 Tax Cuts and Jobs Act—has established itself as a powerful tool for tax-advantaged wealth generation. With an estimated $150 billion of equity raised…

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CALIBER PROFILED IN THE FOLLOWING PUBLICATIONS:

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Book an investor strategy call with the Caliber Wealth Development Team

Disclaimers

INVESTMENTS IN PRIVATE PLACEMENTS CAN LOSE THEIR ENTIRE VALUE, ARE ILLIQUID AND ARE SPECULATIVE.

REFER TO THE AMENDED AND RESTATED PRIVATE PLACEMENT MEMORANDUM (PPM) FOR MORE DETAILED DISCUSSION OF RISK FACTORS.

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