Caliber's Financial Professional Funds
For financial professionals and institutions seeking to provide their clients with added investment diversification using Private Equity Real Estate (PERE).
Open Investment Opportunities
Current Fund Asset
Caliber Tax Advantaged Opportunity Zone Fund II, LLC
RESIDENTIAL • COMMERCIAL • HOSPITALITY
The Caliber Tax Advantaged Opportunity Zone Fund II is targeting QOZ opportunities across the greater Southwest U.S. including Arizona, Texas, Colorado, Nevada and Utah. Caliber believes these states have the potential to possess some of the top Qualified Opportunity Zones due to long-term population and job growth trends.
Potential Fund Asset
(Conceptual Rendering)
Caliber Opportunistic Growth Fund LLC
MULTI-FAMILY • COMMERCIAL • INDUSTRIAL
The Caliber Opportunistic Growth Fund LLC leverages the experience gained from Caliber's previous multi-asset developments to provide you with attractive risk-adjusted returns. The fund is purchasing a blend of development and value-add properties so that you can potentially receive distributions early in the fund's life cycle.
Potential Fund Asset
Caliber Core+ Growth & Income Fund, LLC
MULTI-FAMILY • COMMERCIAL • INDUSTRIAL
Core Plus is a diversified portfolio of real estate properties, REITs and other real estate related assets that are considered Core or Core Plus in nature. The fund will seek income-producing assets that are typically found in the Core and Core Plus strategies, which are known for their stable returns and lower risk profile.
Contributed Fund Asset
Caliber Hospitality Trust, Inc. Class B & Class C Preferred Stock
HOSPITALITY • COMMERCIAL
This offering capitalizes on a unique opportunity to acquire discounted hotels, offering investors access to both long-term growth and steady income. The key features of this stock include ‘preferred status,’ high yield distributions (passive income), long-term capital growth, and the continual growth of our hotel portfolio that currently holds 42 assets in 18 markets across the U.S.
Investments in private placements can lose entire value, are illiquid and are speculative
Caliber The Wealth Development Company
Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate, providing financial professionals with well-structured alternatives to traditional investments.
Middle Market Fundraising & Capital Deployment
We invest in middle-market assets and geographies, applying established institutional private asset investment models, to deliver outsized returns.
Vertically Integrated Operating Model
Our investment service model produces improved visibility and control, enhanced investment returns, and robust off-market deal flow.
Growth Markets Geographic Focus
We focus on cities and regions with growing populations that are business friendly, with favorable taxes, entitlements, and access to local governments.
Caliber's Cycled Assets Track Record
As of October 22, 2022*
17.7% IRR
1.84x Deal Multiple
5 Years Average Hold Period
$71,752,270 Total Profit
Past performance is not indicative of future results. This track record is for informational purposes only and is not an offer to buy securities or interests in any investment. You may contact your Caliber representative for a copy of the detailed cycled assets track record.
Forged In Distress Born of the Financial Crisis
Caliber was founded in 2009, from the heart of the financial crisis, acquiring distressed assets.
We identified a unique advantage, in the underserved middle market. Our purpose-built investments are asset agnostic for the highest and best use, driving multiple avenues for growth with a cycle-tested team with deep industry experience and local relationships for proprietary off-market deal flow. As economics change we continue to seek out market appropriate solutions.
Caliber's Track Record
of Growth
$2.9B Assets Under Managment & Assets Under Development
$500M+ Equity Raised
14-year History of Operations Cycle Tested
133-SKY-011324
LEARN MORE
Brooke Nunes
VP Capital Markets - West
(916) 672-7542
brooke.nunes@caliberfunds.co
Jonathan Bui
VP Capital Markets - Central
(720) 934-6256
jonathan.bui@caliberfunds.co
Jon Bui
VP Capital Markets
Central
Rachel Lage
VP Capital Markets
Southeast
Brooke Nunes
VP Capital Markets
West
Sean Hickham
Managing Director - Capital Markets
(407) 883-1083
sean.hickham@caliberfunds.co
Brenna Winters
Capital Markets Associate
brenna.winters@caIiberfunds.co
Rachel Lage
VP Capital Markets - Southeast
rachel.lage@caIiberfunds.co
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