We connect investors with optimal 1031 exchange assets for reinvestment
Our full-service solution is for accredited investors seeking to invest $1M+ in commercial real estate assets through a tailored 1031 exchange. Investors can exchange their assets for professionally managed, high-quality real estate that offers the potential for capital appreciation alongside regular distributions.
We represent only the high-quality assets we wish to hold in our portfolio, ensuring alignment with our investors.
We specialize in acquiring and managing high-potential assets across key real estate sectors, focusing on dynamic, growth-oriented regions, such as Arizona, Texas, and Colorado. Our targeted asset classes include multi-family, self-storage, hospitality, and medical offices.
With our 1031 exchange program, investors can take advantage of Caliber’s superior deal sourcing and disciplined due diligence process. Over 15 years and across market cycles, we have grown to $2.9+ billion in assets under management and development, with $667+ million in equity raised. Caliber has a demonstrated track record of delivering unlevered annualized growth internal rate of return (IRR) of 19% on investments sold.
We help investors direct proceeds into high-performing assets individually or as part of a TIC.
A tenancy-in-common (TIC) is a form of fractional property ownership often used in commercial real estate in which each investor is a co-owner of the property, holding a specific percentage of the title. A TIC allows multiple investors to pool resources to purchase larger properties. By reinvesting the proceeds from the sale of a relinquished property into a TIC, investors can defer capital gains taxes, similar to other 1031 exchange investments.
1031 Exchange Overview
A tax-deferred strategy to build wealth
A 1031 exchange, named after Section 1031 of the Internal Revenue Code, allows investors to defer capital gains taxes on the sale of an investment property by reinvesting the proceeds into a like-kind property. 1031 exchanges can be used continuously for tax deferral, with an eventual step up in basis to fair market value when the taxpayer passes away. This powerful investment strategy allows taxpayers to increase their net wealth by exchanging into properties with greater value.
The IRS has many rules regulating like-kind exchanges. For example, taxpayers must designate a replacement property within 45 days of the sale and close on the new property within 180 days.
Given the complexity around 1031 exchanges and TIC agreements, investors should work with knowledgeable tax and financial advisors to ensure the potential tax advantages are fully captured.
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With more than $2.9 billion of managed assets, including estimated costs to complete assets under development, Caliber’s 15-year track record of managing and developing real estate is built on a singular goal: make money in all market conditions. Our growth is fueled by our performance and our competitive advantage: we invest in projects, strategies, and geographies that global real estate institutions do not. Integral to our competitive advantage is our in-house shared services group, which offers Caliber greater control over our real estate and visibility to future investment opportunities. There are multiple ways to participate in Caliber’s success: invest in Nasdaq-listed CaliberCos Inc. and/or invest directly in our Private Funds.
Investor Considerations
The information contained herein is general in nature and is not intended, and should not be construed, as accounting, financial, investment, legal, or tax advice, or opinion, in each instance provided by Caliber or any of its affiliates, agents, or representatives. The reader is cautioned that this material may not be applicable to, or suitable for, the reader’s specific circumstances, desires, needs, and requires consideration of all applicable facts and circumstances. The reader understands and acknowledges that, prior to taking any action relating to this material, the reader (i) has been encouraged to rely upon the advice of the reader’s accounting, financial, investment, legal, and tax advisers with respect to the accounting, financial, investment, legal, tax, and other considerations relating to this material, (ii) is not relying upon Caliber or any of its affiliates, agents, employees, managers, members, or representatives for accounting, financial, investment, legal, tax, or business advice, and (iii) has sought independent accounting, financial, investment, legal, tax, and business advice relating to this material. Caliber, and each of its affiliates, agents, employees, managers, members, and representatives assumes no obligation to inform the reader of any change in the law or other factors that could affect the information contained herein.
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