SCOTTSDALE, Ariz. (March 28, 2019) – Vistage, the world’s leading CEO peer-advisory organization, recently announced the winners of its 2019 Arizona Member Excellence Awards. Among the three honorees was Chris Loeffler, the founder and CEO of Caliber-The Wealth Development Company. Loeffler was presented with the Vistage Impact Award for making a significant impact on the group and demonstrating remarkable company growth and business development.
Under his direction, Caliber has emerged as an early adopter and industry leading expert in opportunity zones. Created by the Tax Cuts and Jobs Act of 2017, opportunity zones are designed to spur economic development in underserved communities by providing significant tax incentives. Caliber was one of the first organizations to open a Qualified Opportunity Fund, offering investors the chance to take advantage of what is considered to be the best capital gains tax reduction program of this generation.
“It’s an honor to be recognized for our work among this group of highly regarded business leaders, many of whom are also valued clients,” said Loeffler. “We pride ourselves on the ability to offer clients lucrative alternative investment options, like the Caliber Tax Advantaged Opportunity Fund, that build wealth and generate long-term capital growth.”
Over the past ten years, Caliber has grown into a full-service real estate investment company, with a private equity portfolio valued at more than $400 million in assets under management across the Southwest. In 2018, Caliber joined an elite group of private businesses on the Inc. 5000 Honor Roll –having made the list of fastest-growing companies in America five years in a row – a distinction earned by less than 10 percent of all honorees.
Caliber works to provide accredited investors and registered investment advisors with well-structured alternatives to traditional investments. The company specializes in commercial, residential and hospitality properties with diversified and asset-specific investment options. Caliber deploys a uniquely transparent approach with a proven track record of delivering profitable results. For more information about Caliber or available investment options, visit CaliberCo.com.
Headquartered in Scottsdale, Ariz., Caliber – The Wealth Development Company is a full-service real estate investment company specializing in commercial, residential, multi-family, self-storage and hospitality properties. Over its 10-year operating history, Caliber has invested more than $225 million in equity across the Southwest Region with more than $400 million of assets under management held currently. Caliber offers a vertically integrated solution through its four business units: Investment, Construction & Development, Property Management & Brokerage, and Hospitality. The Company provides a growing community of registered investment advisors and high net worth individuals, who currently represent investible capital in excess of $4B, access to real estate private equity funds and direct investments. Learn more at Caliberco.com or follow Caliber on social @CaliberCo.
About Vistage Worldwide, Inc.
Vistage is the world’s leading business performance and leadership advancement organization for small and midsize businesses. For more than 60 years, we’ve been helping CEOs, business owners and senior executives solve their greatest challenges through confidential peer advisory groups and one-to-one executive coaching sessions with accomplished business leaders. Today, more than 23,000 members in 20 countries rely on Vistage to help make better decisions for their companies, families and communities. The results prove it: Vistage member companies grow 2.2 times faster than average small and midsize U.S. businesses, according to a 2017 study of Dun & Bradstreet data. Learn more at vistage.com.
Note To InvestorsThis Press Release Is Provided Solely For Information Purposes And Does Not Constitute Legal Or Investment Advice. This Is Neither An Offer To Sell Nor A Solicitation Of An Offer To Buy Securities. While We Endeavor To Keep The Information Up To Date And Correct, We Make No Representations Or Warranties Of Any Kind, Express Or Implied, About The Completeness, Accuracy Or Reliability Of The Data And Summaries Contained In This Press Release Or The Suitability Of Any Separate Offering For Investors. There Are Risks Associated With Any Investment. In Making An Investment Decision, Investors Must Rely On Their Own Examination Of The Company They Wish To Invest In Including The Merits And Risk Involved. Any Forward Looking Statement Speaks Only As Of The Date On Which Such Statement Is Made, And We Undertake No Obligation To Update Any Forward Looking Statement To Reflect Events Or Circumstances After The Date On Which Such Statement Is Made. Please Contact Caliber Directly At 480-295-7600 For Further Information.
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