Strategic investing isn’t just about returns, it’s about keeping more of them.
At Caliber, we help investors preserve more of what they earn and grow it through tax-advantaged investment solutions.
Whether you're looking to defer capital gains, diversify through your retirement account, or revitalize your portfolio with powerful incentives, our strategies are designed to help you invest efficiently and intentionally.
Explore the three strategies most accredited investors overlook but shouldn't.
Opportunity Zone Investing
Defer, Reduce, and Eliminate Capital Gains Taxes
Take advantage of one of the most powerful tax incentives in recent history. By investing in designated Opportunity Zones through Caliber’s qualified funds, you can defer existing capital gains and potentially eliminate future gains altogether.
- Up to 10 years of tax-free growth
- Designed for long-term accredited investors seeking impact + income
- Ideal for those with recent capital gains events
Self-Directed IRAs
Diversify Your Retirement with Real Estate on Your Own Terms
Move beyond stocks and mutual funds. With a Self-Directed IRA (SDIRA), you can invest in Caliber’s private real estate offerings while maintaining the tax-deferred (or tax-free) benefits of your retirement account.
- Control what your retirement is invested in
- Access alternative investments through your IRA
- Invest with either pre-tax or Roth funds
1031 Exchange Program
Defer Taxes and Upgrade Your Portfolio
Sell investment property and roll the proceeds into a Caliber-managed commercial asset without paying immediate capital gains taxes. Our 1031 solutions are tailored for sophisticated investors seeking simplicity, scale, and strategic long-term growth.
- Keep your gains working for you
- Streamlined access to high-quality commercial replacement properties
- Backed by expert guidance and compliance support
Ready to Optimize Your Tax Strategy?
Book an investor strategy call with the Caliber Wealth Development Team