Caliber's Financial Professional Funds

For Registered Investment Advisors (RIAs) and other financial professionals seeking to provide their clients with added investment diversification using Private Equity Real Estate (PERE).

Investments in private placements can lose entire value, are illiquid and are speculative 

8 Reasons why you should invest in funds managed by Caliber

  1. Founded in 2009, we are a leading vertically integrated asset management firm whose primary goal is to enhance the wealth of your clients by investing in middle-market assets.

  2. We strive to build wealth for your clients by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments. 

  3. Our funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. 

  4. We earn asset management fees calculated as a percentage of managed capital in our Funds and Offerings. We market our services through direct sales to private investors, wholesaling to investment advisers, direct sales to family offices and institutions, and through in-house client services. 

  5. Our Qualified Opportunity Zone Fund II (QOZF II)* can offer your clients the following potential benefits:
    1. Defer tax liability on realized capital gains
    2. Eliminate capital gains on growth of investment if held for 10 years
    3. Potentially unlocking compounding capital gains

    4. Help improve economic conditions in underprivileged areas

  6. Our Caliber Opportunity Growth Fund III (COGF III)** can offer your clients the following potential benefits:
    1. Fund diversification in real estate markets, types, locations, investment strategies and techniques

    2. We seek to purchase properties at discount, then build additional value through development, construction, and active management

  7. Our Fixed Income Fund can offer your clients the following potential benefits:
    1. Fixed rate distributions on invested capital
    2. Investment in mezzanine debt which is generally a higher yielding alternative to bonds
    3. Investors can request a redemption after a 12-month hold period

    4. Investors can add to their investment at any time

  8. Our syndications typically offer short to intermediate term holding periods for those seeking income, growth or a blend of the two. A few of the syndications we offer accept investments using a self-directed IRA and traditional cash.

*QOZF II is an offering open to investment that is developing from the momentum, success and experience attained from our previous QOZF I, which is closed to new investments.

** COGF III is an offering open to investment that is developing from the momentum, success and experience attained from our previous offering: Caliber Diversified Opportunity Fund (CDOF II), which is closed to new investment. The name of the fund is updated to reflect a more accurate representation of our strategy.

Caliber Tax Advantaged Opportunity Zone Fund II LLC Investment Opportunity

Caliber Tax Advantaged Opportunity Zone Fund II, LLC

RESIDENTIAL  •  COMMERCIAL  •  HOSPITALITY

Caliber is designed to acquire, redevelop, and manage a portfolio of diversified commercial properties located in federally designated Qualified Opportunity Zones. 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.

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Caliber Opportunistic Growth Fund III LLC Investment Opportunity

Caliber Opportunistic Growth Fund III LLC

MULTI-FAMILY  •  COMMERCIAL  •  INDUSTRIAL

The Caliber Opportunistic Growth Fund III LLC (COGF III) leverages the experience gained from Caliber’s previous multi-asset funds to provide your clients with attractive risk-adjusted returns. The fund is purchasing a blend of development and value-add properties so that your clients can potentially receive distributions early in the Fund’s life cycle. The investment philosophy behind this fund is a growth-oriented focus. The investment philosophy supporting this fund is growth-oriented focus. Fund management aspires to utilize leverage that is expected to range between 60% and 75% of the total value of all portfolio properties. The name of the fund has been updated to better reflect that COGF III is a growth fund focused on value-add and opportunistic development.

074-TOB-082422

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Calibers Fixed Income Fund Investment Opportunity

Caliber Fixed Income Fund III, LP

LENDING WITH TARGETED MONTHLY RETURNS

This funds plans to lend privately on a variety of assets with the potential to create monthly income. The Caliber Fixed Income Fund III leverages the experience gained from of our previous two Fixed Income Funds to offer our limited partners the potential to achieve their desired income-related goals. Leveraging our experienced team, Caliber will source, originate, and service private loans with the potential for monthly distributions.

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083-TOB-091422