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.
To download a copy of the slides used in this presentation, click the link below!
https://drive.google.com/file/d/1518oD2pBjn9tAVN5v5MAS7CE5oFNWtE7/view?usp=sharing
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.
Article originally posted by Novogradac on October 2, 2018.
Qualified investments allow taxpayers to defer capital gains until 2026, but the shares have to be held on to for 5 years first. Completing investments by the end of 2021 is essential to qualify for the minimum tax incentive.
“We don’t have the luxury of waiting. We need to get our project pipeline moving and ready for capital flow–when the money comes in, it needs to be deployed quickly,” said Caliber CEO Chris Loeffler.
Read more here.