The Opportunity Advisors Can’t Afford to Miss
Don’t get left behind. Expand your Expertise and Your Clients’ Potential.
Despite growing client demand for portfolio diversification, over 50% of financial advisors say they still don’t feel confident recommending alternative investments.* And yet, advisors who incorporate alternatives, like commercial real estate, consistently report stronger client retention and higher portfolio performance.
At Caliber, we specialize in helping financial advisors understand and unlock the power of real estate investing. Whether you’re new to alternatives or ready to go deeper, our resources give you the knowledge and confidence to serve your clients at the highest level.
*Cerulli Associates
Featured Content
Start with Our Most Popular Guides
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Have questions or want to explore how Caliber can support you and your clients? Our team is here to help. Let’s talk about how alternative investing can expand your client solutions and elevate your business.
Master the Fundamentals of Alternative Investing
Gain a comprehensive understanding of alternative investments and how commercial real estate can offer powerful benefits for your clients’ portfolios.
Introduction to Alternative Investing
Learn why alternative investments are no longer just optional; they’re essential for building resilient portfolios. Explore the landscape and discover how to bring new solutions to your clients
What is Alternative
Investing?
Overview of alternative investing strategies, focusing on real estate.
Why Financial Advisors Should Consider Alternative Assets
Benefits and risks of diversifying portfolios with alternative assets like real estate.
Commercial Real Estate 101
From property types to cap rates, understand the foundational concepts of commercial real estate investing and how these assets can generate income and long-term value.
Commercial Real Estate
Explained
Basic types of commercial properties and why they are lucrative for long-term investments.
How to Analyze a Commercial Real Estate Deal
A guide to understanding important metrics (cap rates, ROI, etc.).
Caliber’s Unique Investment Model
See how Caliber’s innovative strategies in middle-market real estate create opportunities for both growth and stability, and how you can integrate these solutions for your clients.
Caliber’s Approach to Alternative Investments
Breakdown of Caliber’s investment philosophy, focusing on middle-market commercial real estate.
The Role of a Financial Advisor in Alternative Investing with Caliber
How financial advisors can position Caliber’s offerings to clients.
Portfolio Diversification and Risk Management
Adding commercial real estate to a portfolio isn’t just smart, it’s strategic. Learn how to help clients diversify beyond traditional stocks and bonds while managing risk effectively.
Diversifying with Commercial Real Estate: A Guide for Advisors
How to integrate commercial real estate into a diversified portfolio.
Risk Management in Real Estate Investments
Addressing common risks in real estate and how Caliber mitigates them.
Tax Advantages and Wealth Building
Explore how alternative investments can unlock significant tax advantages, like depreciation benefits and 1031 exchanges, helping clients build and preserve wealth more efficiently.
Tax Benefits of Commercial Real Estate Investments
Explanation of tax advantages, such as depreciation and 1031 exchanges.
Building Generational Wealth with Real Estate
Why commercial real estate is a vehicle for long-term wealth creation.
Investment Strategies
Compare core, value-add, and opportunistic strategies, and learn how to match investment approaches to different client needs and risk profiles.
Real Estate Syndication vs. Direct Investment: What Financial Advisors Should Know
Real estate syndication vs. direct investment: What’s the best fit for your clients? Get a breakdown of the options and considerations that matter most.
Opportunistic and Value-Add Strategies Explained
Deeper dive into high-return real estate strategies.
Market Trends and Analysis
Stay ahead of the curve with insights into evolving market conditions, emerging trends, and how they impact alternative real estate investment strategies.
Current Trends in Commercial Real Estate
Key market shifts and their impact on commercial property investments.
Caliber Insights and Expertise
Partner with a Leader
in Alternative Investing
With decades of combined expertise in commercial real estate, Caliber offers advisors the insight, support, and access needed to navigate the complex world of alternative investments confidently. Discover research-backed strategies, deal structures, and opportunities curated for sophisticated investors, all built to help you deliver exceptional outcomes for your clients.
This Month's Insights
Caliber Hospitality Development Launches to Pursue Opportunistic and Distressed Hotel Investments
Caliber & GIA Hospitality Partner in Strategic Joint Venture SCOTTSDALE, Ariz., May 13, 2025 (GLOBE NEWSWIRE) — Caliber (NASDAQ: CWD), a real estate investor, developer, and manager, today announced the launch of…
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Caliber Receives Design Review Approval for PURE Pickleball & Padel Project
SCOTTSDALE, Ariz., May 08, 2025 (GLOBE NEWSWIRE) — Caliber (NASDAQ: CWD), a real estate investor, developer, and manager, today announced that its joint venture development, PURE Pickleball & Padel™ has gained Design…
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Caliber Enters Exclusive Development Agreement with Hyatt to Bring 15 Hyatt Studio Hotels to Key U.S. Markets
The agreement spans five states and marks one of the largest multi-property commitments to Hyatt Studios since the brand was announced in 2023 SCOTTSDALE, Ariz., May 5, 2025 – Caliber…
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