Let’s build generational wealth together.
Terms of the Offering
- 12% interest rate paid quarterly.
- The investment matures on December 31, 2024.
- Investors hold the option to extend or convert to common equity.
- There is no mandatory conversion and Caliber cannot extend the maturity.
Encore is a long-term land development project located in a promising area located in Northern Colorado. The preferred development plan involves expanding the Encore site by 77 acres to incorporate a Catholic High School.
The current zoning is Town of Johnstown – Mixed Use, with proposed overlays for residential, multifamily, retail, and industrial purposes. The 48 residential units include 12-foot ceilings with a lofted bedroom, modern kitchens and bathrooms. The monthly rent for this asset will be lower than other complexes in the market area, with 24 units priced below market rents.
Northern Colorado is a growing hub for businesses, families and prosperity. We believe this wealth solution is the perfect asset diversifier to help you reach your estate planning goals on an accelerated timeline.
Watch the property tour with Chief Construction Officer Roy Bade below.
If you want to learn more about your investment possibilities with Encore, fill out the form below or contact us at [email protected], or your designated Wealth Development Team representative to see if this opportunity is a match with your estate planning goals.
Benefits to Current Holders
1. Maintain Conversion Option: Renewing the Encore Notes allows current holders to retain the option to convert their notes into equity when the optimal time arises. This provides the opportunity to capitalize on future growth and potential returns in Northern Colorado’s real estate market.
2. Continued Investment Exposure: By renewing their notes, current holders can keep their investment in the project, ensuring ongoing exposure to the potential value appreciation and profitability of the Encore development.
3. Stability and Security: If/when Encore is combined into one senior secured income fund with Caliber’s three other Northern Colorado projects, current investors are placed in a first-position loan across all projects, effectively diversifying their investments with an array of real estate asset classes with their investment.
Benefits to New Investors
1. Future Conversion Potential: Contacting us to explore the Encore Notes offering opens the door for potential new investors to participate in this exciting opportunity. They can invest in the current notes, retaining the future option to convert into preferred or common equity and potentially benefit from the upside of the project’s success.
2. Northern Colorado’s Growth: Investing in the Encore Notes offers exposure to the thriving real estate market of Northern Colorado, known for its activity and growth potential. By becoming a part of this development, new investors can join the journey of a region poised for long-term prosperity and investment growth.
3. Diversification and Security: The upcoming senior secured income fund combines multiple projects, including Encore, providing a diversified investment portfolio. This diversification mitigates risk and offers investors the added security of first-position loan security across all the projects, enhancing the overall investment profile. Contact us at [email protected] to learn more about our Encore Notes offering today.
Terms of the Offering
- 12% interest rate paid quarterly.
- The investment matures on December 31, 2024.
- Investors hold the option to extend or convert to common equity.
- There is no mandatory conversion and Caliber cannot extend the maturity.
Take the Encore Property Tour
About CaliberCos Inc.
Caliber (NASDAQ: CWD) is an alternative asset management firm whose purpose is to build generational wealth for investors seeking to access opportunities in real estate. Caliber differentiates itself by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments, which are managed by our in-house asset services group. The Company leverages access to public and private markets, maximizing value for its customers and funds. Our funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. Additional information can be found at Caliberco.com and CaliberFunds.co.
About Caliber Hospitality Trust
Caliber Hospitality Trust (“CHT”), an externally advised private hospitality corporation, is a subsidiary of CaliberCos Inc. (NASDAQ: CWD). Led by an experienced team of agile entrepreneurs and specialists, CHT offers a unique opportunity in an UPREIT transaction for hotel owners and managers to access scale on a tax-deferred basis. CHT is targeting middle-market full-service, select service, extended stay, and lifestyle hotels in attractive geographic locations. CHT’s asset management technology enables the management of mixed asset classes, top-tier brands, and third-party managers, who all interact via an integrated platform.
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.
474-CAL-081523