Caliber's InDIVIDUAL Investor Funds

For accredited investors seeking to diversify their portfolios using Private Equity Real Estate (PERE).

What is an individual accredited investor?

 An accredited investor is a person or a business entity that is allowed to trade securities that may not be registered with the Securities and Exchange Commission (SEC). These groups are entitled to advantaged access to private securities by qualifying for at least one requirement from either their income, net worth, asset size, governance status, or professional experience. 

7 Reasons why individual accredited investors should partner with Caliber

  1. Founded in 2009, Caliber is a vertically integrated organization, providing institutional investors, high-net individuals and registered advisors access to sophisticated, private real estate investment funds.
  2. Our funds can create diversification opportunities for your portfolio, giving you easier access to private equity real estate investment options.
  3. Each of our funds is specifically tailored to fit different investment objectives, thus allowing you to match the needs of what your retirement objectives and targets are.
  4. Historically, investments in private real estate projects have the potential to bring in stronger returns than investing in the stock market.
  5. Our Qualified Opportunity Zone Fund (QOZF) offers 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. Participation in a diversified portfolio of real estate assets
    4. Help improve economic conditions in underprivileged areas
  6. Our Diversified Opportunity fund offers 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 offers 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 have the ability to add to their investment at any time
Caliber Tax Advantaged Opportunity Zone Fund II LLC Investment Opportunity

Caliber Tax Advantaged Opportunity Zone Fund II, LLC


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.

Calibers Diversified Opportunity Fund Investment Opportunity

Caliber Diversified Opportunity Fund II, LP


The Caliber Diversified Opportunity Fund II, LP leverages the experience gained from of our previous multi-asset fund offered to our limited partners. We’re targeting what we believe will be value-priced assets while utilizing our full-service cycle with the intent to generate attractive risk-adjusted returns. The Fund will purchase a blend of income and value-add properties so that an investor can potentially receive distributions early in the Fund’s life cycle while other investments will have a growth-oriented focus.

Calibers Fixed Income Fund Investment Opportunity

Caliber Fixed Income Fund III, LP


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.