CALIBER
HIGHLIGHTS

321% increase in EBITDA from 2018 to 2019
Growth
$14.6mm
2018 revenue
Cloud
One of the first
Opportunity Zone funds
launched
Raised Hand
Raised $14mm
through three rounds of private funding from 200 shareholders over 5 years
Graph High
Reached cash flow-positive in 2019
Business Bag
12 years in business
Inc. 5000 Company
7 consecutive
Inc. 5000 awards for Fastest-Growing Companies in America
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.

Why Real Estate?

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

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.
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REVENUE & ASSET GROWTH

Past performance is not indicative of future results. These statements reflect management’s current views based on information currently available and are subject to risks and uncertainties that could cause the company’s actual results to differ materially. Investors are cautioned not to place undue reliance on historical revenue and asset growth as they are meant for illustrative purposes and they do not represent guarantees of future results, levels of activity, performance, or achievements, all of which cannot be made. Please note that all asset data provided for 2015-2019 is un-audited and all data provided for Net Revenue for 2015-2018 audited, Net Revenue for 2019 is unaudited.

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 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
Read more about Caliber’s strategy

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.
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INVEST TODAY
A Simple Way to
Invest in Real Estate