As my colleagues in the advisory community are certainly aware, alternative investing has arrived. No longer just a buzzword, alternatives are now front and center thanks to their potential to deliver portfolio diversification, tax efficiency, and access to institutional-grade investments. To stay current and provide stellar service to increasingly sophisticated investors, advisors today are thinking bigger than before and exploring different pockets of the alternatives universe—including private real estate.
If you’re an advisor who is relatively new to private real estate or private investments, I’m glad you’re here. Caliber is a friendly place to come at this point in your journey. We can help you learn how to gain access to alternatives and set your business apart from the competition. As a partner, we guide registered advisors and representatives through the complexities of this robust asset class to build their knowledge. We provide comprehensive resources and services at every step, ensuring a positive and seamless investment experience.
I look forward to sharing our mission and helping advisors get to know Caliber. Our differentiated position has led our firm to be recognized as a pioneer in our sector. We continue to level the playing field, shaking up an industry in dire need of change, because we believe our clients, families, and friends deserve the best.
Brooke Nunes, VP of National Account | VP of Capital Markets
Transparency and Trust
Everything we do is grounded in our commitment to education, accountability, respect, transparency, and maintaining open lines of communication with our investors—something that often gets lost in other institutions. We want to build trust with every advisor so they continue to invest with Caliber. Our focus on education and transparency is at the heart of the Caliber experience. Each and every day, our team strives to understand the needs of the advisory community, what drives advisors to make a decision, and what it takes to earn and keep their trust.
Personalized Education and Expert Resources
Caliber empowers advisors with the knowledge and tools to effectively understand our private real estate investment opportunities. Each advisor is paired with a dedicated capital markets representative with deep private real estate investing expertise. This support ensures advisors have the necessary tools and knowledge for effective investor service.
Advisors can connect with a range of in-house experts. Our knowledgeable team members are available to weigh in and share their expertise. Plus, advisors can take advantage of on-site due diligence opportunities.
Track Record and Tailored Outcomes
Caliber is a seasoned sponsor with a 16-year history of growth across market cycles and a $2.9 billion pool of assets under management and under development. We have a demonstrated track record and have raised more than $667 million in equity since inception.
We offer commercial real estate opportunities using institutional private asset investment models that aim to deliver high returns. Our diversified solutions seek to address tax efficiency, enhance portfolio yield, maximize growth, and minimize volatility.
We have recently opened new funds within our three main strategies: Opportunity Zone, CORE Plus, and Opportunistic. Specifically geared toward investment advisors’ needs, these new funds have no legacy assets and are designed to take advantage of the current change in the marketplace.
Ease of Business for Advisors, Seamless Experience for Investors
Our offerings are available on all major third-party custodial platforms, which simplifies the reporting and billing processes. Once investors allocate portfolio funds to Caliber, they can see the investment on their statement alongside their other holdings. Plus, we provide third-party diligence reports for our offerings. The result: A seamless experience for investors and ease of business for advisors. We do the heavy “behind the scenes” lifting so advisors can stay focused on their priorities.
Caliber’s Advisor Resource Hub
To learn more about investing in real estate, visit our Advisor Resource Hub or contact our team today.
About Caliber (CaliberCos Inc.) (NASDAQ: CWD)
With more than $2.9 billion of managed assets, including estimated costs to complete assets under development, Caliber’s 16-year track record of managing and developing real estate is built on a singular goal: make money in all market conditions. Our growth is fueled by our performance and our competitive advantage: we invest in projects, strategies, and geographies that global real estate institutions do not. Integral to our competitive advantage is our in-house shared services group, which offers Caliber greater control over our real estate and visibility to future investment opportunities. There are multiple ways to participate in Caliber’s success: invest in Nasdaq-listed CaliberCos Inc. and/or invest directly in our Private Funds.
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.
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