Caliber's Institutional Investor Funds
For institutions seeking to provide value to their board of directors through added investment diversification using Private Equity Real Estate (PERE).
Open Investment Opportunities
Potential 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
Caliber Opportunistic Growth Fund III LLC
MULTI-FAMILY • COMMERCIAL • INDUSTRIAL
The Caliber Opportunistic Growth III 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
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
2.5B+ Assets Under Managment & Assets Under Development*
$500M+ Equity Raised
14-year History of Operations Cycle Tested
Learn More
Mark Dickinson
VP Capital Markets
West
Andrew Garten
VP Capital Markets
Central
Mathew Jameson
VP Capital Markets
East
Mark Dickinson
VP Capital Markets - West
(443) 253-8525
mark.dickinson@caliberfunds.co
Andrew Garten
VP Capital Markets - Central
(602) 214-5419
andrew.garten@caliberfunds.co
Mathew Jameson
VP Capital Markets - East
(202) 550-1230
mathew.jameson@caIiberfunds.co
018-SKY-050223
