Chris Loeffler discusses the differences between Core, Core Plus, Value-Add and Opportunistic Investing Strategies.
Even as many HNWIs invest in real estate via direct investments or private placement offerings, not all are aware of the nuanced differences between the major risk/return profiles. Chris Loeffler, co-founder, and CEO at Caliber joins the show to discuss the true differences between Core, Core Plus, Value-Add, and Opportunistic strategies.
Episode Highlights
- Background on Caliber, and Chris’s experience across a variety of real estate investment assets and strategies.
- How Chris defines the Core strategy based on the type of investor, rather than a simple risk/return profile.
- Why some assets may be considered Core Plus based on the amount of leverage used in a deal.
- What kind of return investors should expect for Value-Add and Opportunistic deals.
- Why opportunity zones represent an attractive Opportunistic strategy for investors who have a significant capital gain.
- A special offer from Chris Loeffler for listeners of The Alternative Investment Podcast.
Additional Resources:
There are many seasoned investors and advisors who misunderstand critical aspects of Opportunity Zone Investing.
We’ve put together a unique guide to help you educate yourself and avoid some of the common misconceptions:
Click here to get access to “The Accredited Investor’s Guide To Opportunity Zone Investing” today.
If you are ready to speak with a senior member of our Wealth Development team, contact us today to schedule a call.
Important: Investments in Caliber private placements can lose entire value, are illiquid, and are speculative. Refer to the Amended and Restated Private Placement Memorandum (PPM) for a more detailed discussion of risk factors.
About Caliber
Caliber – the Wealth Development Company – is a middle-market alternative asset manager and fund sponsor with approximately $2 billion in assets under management and development. The Company sponsors private funds, private syndications, as well as externally managed real estate investment trusts (REITs). It conducts substantially all business through CaliberCos, Inc., a vertically integrated asset manager delivering services which include capital formation and management, real estate development, construction management, acquisitions and sales. Caliber delivers a full suite of alternative investments to a $4 trillion market that includes high net worth, accredited and qualified investors, as well as family offices and smaller institutions. This strategy allows the Company to opportunistically compete in an evolving middle-market arena for alternative investments. Additional information can be found at CaliberCo.com and CaliberFunds.co.
Click here to see Caliber’s current property portfolio.
If you would like to speak to someone about diversifying your retirement accounts, contact us at [email protected] or call (480) 295-7600 to schedule a call with a member of our Wealth Development Team.
If you would like to learn more about Opportunity Zone Investing, Caliber has put together a special guide that cuts through the myths and misconceptions and outlines the benefits, the risks, and the upcoming deadlines you must know to be able to participate. Get access to the guide here.
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.
Join Chris Loeffler, Caliber CEO, as he shares Caliber’s journey from a small startup to a market leader in commercial real estate asset management and gives key insights on Caliber’s innovative investment approach, including self-directed IRAs and private loans.
There are various approaches utilized by Caliber, such as converting commercial spaces, investing in distressed real estate, and introducing pickleball facilities. In this podcast, Chris discusses the importance and intricacies of approaching opportunity, building investor trust, securing funding, transitioning to the public domain, and maximizing returns within Opportunity Zones.
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