About Caliber 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…
About Caliber 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…
Caliber’s CEO, Chris Loeffler, joins Elliances to discuss alternative access to real estate investments. Click here to listen to the podcast. About Caliber Caliber – the Wealth Development Company – is a middle-market alternative asset manager and fund sponsor with approximately $1.5 billion in assets under management and development. The…
Pickleball & Other Middle Market Opportunity Zone Deals Caliber’s own co-founder & CEO, Chris Loeffler, joins Jimmy Atkinson of OpportunityDb for “OZ Pitch Day” to discuss the Caliber Tax Advantage Opportunity Zone Fund II. If you are facing significant tax payments as a result of capital gains from the sale…
Join Caliber’s CEO, Chris Loeffler, as he shares insights on the emerging opportunities in middle-market alternative investments for Caliber’s real estate funds, driven by the current interest rate environment. Additionally, discover the newly launched Caliber Hospitality Trust, an initiative aimed at consolidating hotel assets across the U.S. through tax-deferred contributions.…
Caliber’s own co-founder & CEO, Chris Loeffler, joins Jimmy Atkinson of OpportunityDb for “OZ Pitch Day” to discuss the Caliber Tax Advantage Opportunity Zone Fund II. 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…
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)…
Director of Sales Strategy, Greg Talcott joins Jimmy Atkinson of OpportunityDb for the inaugural “Alts Expo” to discuss Caliber’s latest fund, Opportunistic Growth Fund III. The Caliber Opportunistic Growth Fund III (COGF III) leverages the experience gained from Caliber’s previous multi-asset funds to provide attractive risk-adjusted returns to investors. The…
Caliber’s own co-founder & CEO, Chris Loeffler, joins Jimmy Atkinson of OpportunityDb for “OZ Pitch Day” 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…
Chris Loeffler discusses the differences between Core, Core Plus, Value-Add and Opportunistic Investing Strategies. Even as many HNWIs invest in real estate via direct investments or private placement offerings, not all are aware of the nuanced differences between the major risk/return profiles. Chris Loeffler, co-founder, and CEO at Caliber joins…
Update: As of August 15, 2023 the legal name of the fund has been changed to Caliber Opportunistic Growth Fund LLC. The Caliber Opportunistic Growth Fund (COGF) is Caliber’s second iteration of its Caliber Diversified Opportunity Fund II (CDOF II) which opened to investment in May 2017 and closed in…
Caliber CEO, Chris Loeffler, joins OZ Fund Hub to announce the opening of our second Opportunity Zone Fund, Caliber’s Tax Advantaged Opportunity Zone Fund II. 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…
Inflation recently hit a four-decade high of 9.1%. The stock market is down double digits year-to-date. The U.S. economy is likely in a recession. What do investors need to know right now about Opportunity Zones and macroeconomic turbulence? Chris Loeffler, CEO and co-founder of Caliber, joins the show to discuss…
CTAF II is Caliber’s second iteration of the Tax Advantaged Opportunity Zone Fund which opened to investment in July 2022. Objective CTAF II seeks greater geographic diversification across the southwestern US than its predecessor which was primarily focused on Arizona Caliber is proactive and adjusts its investment strategies as any…
Caliber’s own co-founder & CEO, Chris Loeffler, joins Jimmy Atkinson of OpportunityDb for “OZ Pitch Day” 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…
Historically, investing in commercial real estate funds or individual assets during a Bear Market can help you diversify your portfolio, which can potentially help you soften the blow from the negative effects of an unstable stock market. Watch the video to learn more about commercial real estate, improving portfolio efficiency…
The Riverwalk Development investment is used to purchase five parcels of land (+/-78.585 acres), located on a Qualified Opportunity Zone (QOZ), in the Riverwalk master-planned development in Scottsdale, AZ. This purchase also includes acquiring the right, title and interest as lessee for the property, as the land is on a…
The Southpointe land (Parcel 1) purchase includes ±2.93 acres located southwest of Elliot Road and Interstate 10 in Phoenix, Arizona. The acquisition closed in June and Caliber is processing a development that will include 51 low-density, multi-family units. The property is a highly sought-after, residential parcel located in the greater-Phoenix…
Caliber’s CEO, Chris Loeffler, joins Jimmy Atkinson of OpportunityDb for the third time for “OZ Pitch Day.” They discuss Caliber, Opportunity Zone investing strategies, thoughts on OZ legislation and more. Click here to listen to the podcast. Chris focuses his presentation on: An overview of Caliber and the OZ investment…
Caliber’s COO, Jennifer Schrader, joins the “Leaders on the Edge” podcast with, Deborah Dubree, a former owner/CEO of a $20 million foundation, and now a successful business/leadership coach to executives, professional athletes and other leaders. In this episode, Jennifer and Deborah discuss different leadership topics that Caliber employs to obtain…