Private real estate investment solves for challenges in the current climate
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:
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.
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.
Investors gain access to real estate investments via our sales team.
In-house acquisitions team buying the right real-estate.
Ensures every element of a project occurs according to plan and adjusts as needed.
Evaluates projects, plans, and forecasted budgets to determine the optimum time to harvest gains and take advantage of new market opportunities.
Experienced development team creates the right plan for each project.
In-house Construction Management reduces mistakes, down time & change orders.
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.
Investing in real estate is good portfolio diversification that
offers a cash-flowing asset class.
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.
“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.”
“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.”
“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.”
“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.”
Caliber’s vertically-integrated business model includes acquisitions, development, construction, asset management, and disposition.
Caliber is founded by Chris Loeffler, Jennifer Schrader & Donnie Schrader. 150 single family homes purchased and renovated in first year.
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.
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.
Assets Under Management grows to $155 million. Jade Leung - Chief Financial Officer joins the team.
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
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.
Opened an Online Public Offering via Reg A+ to allow non-accredited investors access to this model.
Interested in investing in one of our projects? Learn more below.
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
Investing in real estate is good portfolio diversification that offers a cash-flowing asset class.
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.
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.
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.
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.
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.