Caliber’s Vice President of Wealth Development, Brion Crum, joins Joseph Krieger of Boston BioLife to discuss Opportunity Zones, its benefits, Caliber’s opportunities, and more.
If you are facing significant tax payments as a result of capital gains from the sale of a business, stock, real estate, cryptocurrency, Non-Fungible Token (NFT) or other types of investments (or you’re simply worried about looming tax code changes), this could be extremely beneficial to you.
Hear from Brion as he speaks on:
- How an Opportunity Zone Fund can be a tax-advantaged opportunity for anyone with successful exits and large capital gains.
- How Caliber has been able to invest in behavioral healthcare as one of its many investment opportunities.
Additional Resources:
There are still many seasoned investors and advisors who misunderstand critical aspects of Opportunity Zone Investing.
We’ve put together a special 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 more detailed discussion of risk factors.
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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