Are you looking to optimize your portfolio with real estate alternative investments, but are unsure if you have the time or ability to oversee the processes of property investment, construction & renovation, ongoing maintenance, management, reselling, etc.?
It might be in your best interest to work with a private equity real estate investment fund sponsor to realize your ambitions in real estate investing. While not every fund sponsor operates with the same business model, you should consider a partner who has a proven track record of overseeing the high maintenance tasks it takes to manage a portfolio of numerous property assets.
Additionally, you should consider the team this potential partner employs: Are they able to provide you with an in-house, fully integrated team of real estate experts in development, construction, design and sales? Are you confident in their investment track record? What do you think about their goals and objectives? How important is corporate social responsibility (CSR) to you? Every company is different in how active they are in giving back to the community.
Advantages of investing with a private equity fund sponsor
When it comes to real estate alternative investments, working with a fund sponsor might be in your best interest because of the following reasons:
Leaner and more efficient – These firms are designed to be large enough to take advantage of real estate investment opportunities but small enough not to require an army of employees and brokers to manage. Most money made in private equity comes from the back end, meaning certain performance metrics are more prudent to investing success, rather than chasing the front-end fees associated with REITs. Less overhead means a stronger focus on the success of the asset and generating returns for investors
Real property ownership – Instead of relying on the day-to-day value of a piece of paper created by Wall Street—as with a REIT—investors own real property and can generate income based on its profitability
Incentivized for success – These firms specialize in the acquisition, development, operations and sale of a property. They seek favorable investment opportunities based on factors like cash flow, location and job growth. Additionally, In-house expertise also allows private equity firms to optimize the property—by investing in improvements to management, operations, design, architecture, etc.—and to find the right buyer at the right time to maximize returns. Incentives are aligned for private equity to not only raise money but also perform
Tax benefits – Private equity investments may present tax benefits to the investor
To read more about private equity vs REITS investments, please click here.
Power Your Portfolio with Caliber—The Wealth Development Company
Caliber was founded in 2009 during one of the worst financial crises in US history. Its 12-year track record of managing real estate alternative investments has generated a 21% compounded annual growth rate (CAGR) in assets under management (AUM) growth since 2016.
It’s one of the fastest-growing, award-winning real estate investment companies in the Southwest (SW) region of the US. Over the last four years, its real-estate portfolio has grown by over 186%. Caliber credits its growth to focusing on niche, middle-market real-estate investments in attractive markets like Arizona, Nevada, Utah, Colorado, and Texas.
Caliber removes the burden of owning, renovating, and selling core real estate by utilizing its “capital formation engine.” If you’re looking to optimize your portfolio with alternative investment options, then look into Caliber’s in-house, fully integrated real-estate experts in development, construction, design and sales.
They believe the SW market offers the best supply-and-demand fundamentals, which are essential to its long-term value. With a diverse real-estate portfolio consisting of multi-family, hospitality, retail, land, self-storage, office, and single-family assets, Caliber manages over $440M in fair value assets under management and an estimated $550M in assets under development.
While there have been enormous challenges for businesses everywhere navigating COVID-19 and the global pandemic in 2020, Caliber is continuing to generate year-over-year growth in capital under management and total customer accounts. Additionally, it was again recognized as one of the “Fastest-Growing Private Companies in America” by Inc. 5000 in 2020.
Why invest with Caliber?
With Caliber, all real estate alternative investments are structured so that its investors profit first from each asset they’re contributing to. Additionally, Caliber is an expert on middle-market investments in the Southwest region of the U.S.—focusing on investments in AZ, CO, NV, UT and TX. With years of experience in this market, Caliber has specialized access to numerous unique groups, politicians, and local businesses that create better processes and greater deal flows.
As an investment sponsor, Caliber focuses its time and resources to acquire the best properties
at the best prices that they have unique access to, rather than focusing on listings already available to the general public.
For its investors, Caliber acquires its assets below market value, then focuses on adding value to them by overseeing the following activities:
- Construction & Renovation
- Property & Business Management
- Marketing/ Branding
Are You an Accredited Investor?
There are over 12 million households in the US considered eligible to be accredited investors. Caliber’s focus on building wealth with middle-market alternative investment funds allows investors to diversify their portfolios with confidence.
As an investor, you can count on Caliber’s long-term track record, its mission of communication and transparency, and its expertise in real-estate investment practices to help you grow your wealth. Caliber offers multiple investment solutions from monthly income to aggressive growth, while also serving as one of the premier qualified opportunity zone fund sponsors in the Southwestern USA.
Don’t Miss Out on This Opportunity
Don’t miss out on your opportunity to tap into Caliber’s real-estate expertise in acquisitions, asset management, and its ability to sell, refinance, and reinvest.
Caliber is a fundamentally innovative, morally compelling company with a mission to help American communities grow and prosper. Caliber has a proven track record in evaluating projects, planning and the ability to pivot with evolving market conditions in order to generate the best possible returns. Overall, you can take clear advantage of their real estate and capital markets expertise and new market opportunities.
Now is the time to build your wealth and transform communities today. Contact us to learn more about your investment opportunities today.