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Company
HIGHLIGHTS

A 12-year track
record of growth
Growth
$375M+
Raised from Individual Investors
Raised Hand
$400M+
Assets Under Management
Cloud
One of the first
Capital Under Management
Graph High
$550M+
Assets Under Development
Graph High
21% CAGR
Compounded Annual Growth Rate (AUM) From 2016 - Present
Caliber is an entrepreneurial real estate asset manager, seeking to scale a middle-market real estate investment platform for
accredited investors.

Key Statistics

We have partnered with thousands of investors to grow their wealth and gain access to private real estate investments. As a result, our platform is rapidly growing toward $1 billion in assets under management and development.
Regional Specialty
Middle Market Focused
Multi-Asset Class
Opportunity Zone Fund
Launched in 2018

The Investor Dilemma Caliber’s Solution

Private real estate investment solves for challenges in the current climate

Investors

Investors facing traditional choices of a portfolio entirely composed of stocks and bonds are missing out on potentially lucrative alternative investments, like real estate. These are the top four challenges investors face today:

Volatility

The stock market fluctuates daily

Taxes

Stocks and bonds do not offer any shield to taxes

Inflation

Public assets leave investors’ portfolios vulnerable to inflation

Exclusivity

Investing is largely an insider’s game, obscure from most investors

Caliber's Solution

Caliber offers access to alternative investments in real estate to all accredited investors, a strategy that world-famous investors like David Swenson, manager of the Yale Endowment Fund, has found leads to better risk-adjusted returns and a more stable portfolio.

Volatility

The stock market fluctuates daily

Taxes

Stocks and bonds do not offer any shield to taxes

Inflation

Public assets leave investors’ portfolios vulnerable to inflation

Exclusivity

Investing is largely an insider’s game, obscure from most investors

Alternative Investments Forecasted to Grow

Investor demand driving alternatives as the fasted growing category in the U.S.

Preqin forecasts alternatives AUM will grow from $10.7 trillion in 2020 to $17.2 trillion in 2025, a 9.8% compounded annual growth rate.

Caliber’s Business Model

Build Investment Funds
Fund Startup Revenue
Raise Capital
Capital Formation Revenue
Deploy Raised Capital
Real Estate Brokerage Revenue
Transform Assets
Development & Construction Management Revenue
Return capital to investors
Reinvestment Rate Drives Recycled Revenue
Sell or refinance
Share in Investor Profits
Generate distributions
Share in Investor Profits
Manage
assets through life cycle
Fund Management Revenues Recurring & Consistent
Caliber Development
Caliber Funds,
Caliber Small Logo

Caliber Companies Full-Service Cycle

  • Caliber Funds

    Investors gain access to real estate investments via our sales team.

  • Acquisitions

    In-house acquisitions team buying the right real-estate.

    Asset Management

    Ensures every element of a project occurs according to plan and adjusts as needed.

    Sale, Refinance,
    Re-Invest

    Evaluates projects, plans, and forecasted budgets to determine the optimum time to harvest gains and take advantage of new market opportunities.

  • Development

    Experienced development team creates the right plan for each project.

    Construction

    In-house Construction Management reduces mistakes, down time & change orders.

Your investment in Caliber's stock allows you to own a piece of every service we provide, including the potential profits from high net-worth investors and our portfolio of real estate.

As Caliber grows from 1,000 accredited investors to serving tens of thousands nationwide and grows its assets under management from $400 million to billions, your ownership will enjoy the benefit of that growth and scale. You do not need to be an expert to reap the benefits of real estate investment— owning stock allows you to become an insider and benefit from this rapidly growing market.

Why Real Estate?

Investing in real estate is good portfolio diversification that
offers a cash-flowing asset class.

Caliber Company Organization

They invest — we do all the rest. Our vertically integrated structure and in-house expertise ensures investors profit first.

This model is presented as an illustration that represents how Caliber is structured as a business.  It is not intended to display an exact diagram of Caliber’s corporate or legal structure and is instead intended to help the reader understand basic concepts of the Company’s business.  Investors may reference the Company’s pubic filings at https://sec.report/CIK/0001627282 for more information. 

A Track Record of Success

One of the fastest growing, award-winning real estate investment companies in the Southwest.
Asset Base growth of 186% over the last 4 years.
Reached EBITDA-positive in 2018.
Reached cash flow-positive in 2019.
Launched one of the first Opportunity Zone funds in the country.
INVEST TODAY
A Simple Way to
Invest in Real Estate

Caliber’s Track Record

TOTAL OF
174 Properties
Acquired
SINCE INCEPTION*
5.2%
Distribution
ANNUALLY**
2.1 (Net)
Multiple
AVERAGE REALIZED***

Industry Veterans Lead Caliber

“I am proud of what Caliber has been able to achieve during the past 10 years, but we are merely just starting. Caliber has tapped into something special within real estate investing, a holistic approach that manages every step of the process to identify and realize true value for our customers, our company and our community.”

CHRIS LOEFFLER
CEO + CO-FOUNDER
Chris’s main responsibilities as CEO include overseeing all acquisitions, managing investment funds and building strategic partnerships.

“We are incredibly focused on our goals at Caliber and the entire team works as one cohesive unit. When we take on a project, everyone knows that it is to create the best product possible, to see to every detail, and to extract and realize the most of its potential. Everyone wins in that scenario.”

JENNIFER SCHRADER
COO, PRESIDENT + CO-FOUNDER
Jennifer is in charge of daily operations at Caliber and provides hands-on direction of all new construction and redevelopment projects across the company’s portfolio.

“To track the cash flow and analyze Caliber's rise and performance of projects the past number of years has been awe-inspiring. And if you look at the projects we are taking on, in the areas that we're investing, most would say that there is more upside to come, especially in light of our Opportunity Zone investments.”

JADE LEUNG
CHIEF FINANCIAL OFFICER
As CFO, Jade oversees corporate financial planning, reporting, operational optimization, and risk management across Caliber’s business units.

“One key distinguishing feature at Caliber is our in-house Construction Division. We have the capability and expertise to deliver a new build, redevelop an older property or merely enhance. We create genuine value either as a resale product, or as a property manager. It is a tremendous luxury that keeps the end result in mind and on-time and within the larger context of the investment.”

ROY BADE
CHIEF DEVELOPMENT OFFICER
Roy is responsible for sourcing and analyzing potential properties for the company, seeking ways to maximize returns on existing properties, and managing construction and development activity. 

Board of Advisors

CHRISTOPHER PAIR
DIRECTOR & CHAIRMAN OF THE COMPENSATION COMMITTEE
  1. FORMER PRESIDENT & CEO/HERBALIFE 
BILL GERBER
DIRECTOR & CHAIRMAN OF THE GOVERNANCE COMMITTEE
  1. FORMER CFO/TD AMERITRADE HOLDING CORPORATION
  2. CNBC CFO COUNCIL MEMBER
MICHAEL TRZUPEK
DIRECTOR & CHAIRMAN OF THE AUDIT COMMITTEE
  1. CFO/PREMERA BLUE CROSS
  2. FORMER GROUP VP/PROVIDENCE JOSEPH HEALTH SYSTEM

Geographic Focus

A focus on the Southwest targets areas with limited competition in markets that are attractive and business friendly.

Relationships

State and local governments, developers, lenders, brokers, investors - all provide Caliber strategic advantages executing their business model in markets where they have established connections. 

Long-term Vision

Caliber has a 50+ year business plan. Not looking for a quick buck, but rather building a business that is sustainable and has longevity.

Trust

The building block of Caliber. For the last decade, the trust of our clients has propelled Caliber to its current growth trajectory.

The People

At Caliber, the people are the company’s most important asset.

Commitment

Caliber is committed to its clients and the communities they participate in.

Strategy and Competitive Advantages

Caliber’s vertically-integrated business model includes acquisitions, development, construction, asset management, and disposition.

Caliber: Past, Present, and Future

2009

Begin

Caliber is founded by Chris Loeffler, Jennifer Schrader & Donnie Schrader. 150 single family homes purchased and renovated in first year.

2009-2012

Setup

First 100+ unit multi-family acquisition. 125 units purchased for $3.9 million that would later sell for $8.6 million.

First hospitality acquisition. 295 Key Crowne Plaza at Phoenix Sky Harbor International Airport.

2013

Support

Caliber launches its first multi-asset commercial fund offering, Caliber Distressed Real Estate Income Fund, LLC - $25 million.

Roy Bade - Chief Development Officer joins the team. 

2015

New CFO

Assets Under Management grows to $155 million. Jade Leung - Chief Financial Officer joins the team. 

2016

Growth

Assets Under Management grows to $250 million adding $120 million worth of acquisitions including Hilton Tucson East and Hilton Phoenix hotels. 

Business Model Enhancement / EBITDA Positive


2017-2019

Investment Funds

Launch of the $100 million offering — Caliber Diversified Opportunity Fund II, LP — and acquisition of the fund's land development project, The Ridge at Johnstown.

Opportunity Zone fund launched. IPO filed. Board established.

2020

Now

Opened an Online Public Offering via Reg A+ to allow non-accredited investors access to this model. 

Fund
Overview

Interested in investing in one of our projects? Learn more below.

Opportunity Zone Fund
Diversified Opportunity Fund
Caliber Fixed Income Fund III, LP

Caliber’s
Closed Funds

Palms Apartments
Phoenix, Arizona
  1. Multi-Family
3.5x
Realized Equity Mltp (Net)
Updown Square
Phoenix, Arizona
  1. Multi-Family
1.6x
Realized Equity Mltp (Net)
South Mountain Square
Phoenix, Arizona
  1. Multi-Family
4.7x
Realized Equity Mltp (Net)
Mariposa Apartments
Phoenix, Arizona
  1. Multi-Family
2.9x
Realized Equity Mltp (Net)

Caliber vs. Coronavirus

Defense

  • Preserve cash in all assets, which may affect collectability of fees or profit sharing
  • Delay projects into 2021 vs.2020
  • Slow capital raise, potentially, too early to tell if we won't recover Q3/Q4

Offense

  • Asset prices drop, for those who have access to invest in them
  • Expected returns go from 1.5-2x every 5 years to 3-4x range
  • Crisis continues to show the merits of alternative investments in a portfolio
  • Acquire similar, smaller platforms

Live Investor Webinar with Q&A

Join Caliber's next live investor webinar with CEO, Chris Loeffler, on February 15th at 3 PM ET for live Q&A and investor presentation.

RESERVE YOUR SEAT

Caliber Investor FAQs | What Am I Investing In?

Investing in real estate is good portfolio diversification that offers a cash-flowing asset class.

What is Caliber?

Caliber is a real estate investment company that aims to make alternative access simple with the goal of building wealth for investors. We do this by offering a full-service experience - allowing investors to choose fund strategies that fit their needs, deploying those funds into attractive projects, working to build value in those projects with hands-on management and development services, and eventually harvesting profits to be distributed or re-invested.

Who are Caliber’s customers?

We serve accredited investors and registered investment advisers who passively invest in real estate through our active funds, including The Tax Advantaged Opportunity Zone Fund, The Caliber Diversified Opportunity Fund II, and The Caliber Fixed Income Fund III. We also offer single-asset investment opportunities as they occur.

What are SeedInvest investors investing in when they invest in Caliber?

As shareholders in Caliber’s primary operating platform, SeedInvest investors will own stock in CaliberCos Inc., the same entity the founders, management, and employees own stock in.

Why the $2,000 minimum?

Our mission is simple: to build wealth for investors. While we traditionally achieve that with private equity real estate funds, those funds often have a minimum investment of $100k and are only available to high net-worth investors and wealthy institutions. As our ideal exit strategy is an IPO, it's important to expand our shareholder base. We also hope that the new shareholders will join the company, learn about what we do, and spread the word.

How did you arrive at your valuation?

Caliber reached profitability in 2019 and has a 6-year consecutive track record as one of the fastest growing private companies in the U.S., according to Inc. 500|5000. Our current valuation is based on 2019 revenue and adjusted EBITDA multiples of approximately 1.7x and 13x, respectively.

Caliber's campaign on SeedInvest is successfully funded & still accepting investments.
Invest Today
INVEST TODAY
A Simple Way to
Invest in Real Estate