{"id":5421,"date":"2021-07-09T18:27:28","date_gmt":"2021-07-09T18:27:28","guid":{"rendered":"https:\/\/caliberfunds.co\/?page_id=5421"},"modified":"2023-04-17T19:18:48","modified_gmt":"2023-04-17T19:18:48","slug":"fixed-income-fund-iii-lp-ria","status":"publish","type":"page","link":"https:\/\/caliberfunds.co\/fixed-income-fund-iii-lp-ria\/","title":{"rendered":"Fixed Income Fund III, LP | Financial Professionals"},"content":{"rendered":"\n

\n\t\tThe Caliber Fixed Income Fund III LP\n\t<\/h1>\n

\n\t\tRIAs and Other Financial Professionals\n\t<\/h2>\n

\n\t\tMULTI-FAMILY | COMMERCIAL | HOSPITALITY | Industrial\n\t<\/h6>\n\t

This fund lends privately on a variety of assets with the potential to create monthly income for your clients. The Caliber Fixed Income Fund III utilizes the experience gained from our previous two Fixed Income Funds. It gives your clients the potential ability to achieve their desired income-related goals.<\/p>\n\t\t\t\n\t\t\t\t\t\t\tCONTACT US TO INVEST NOW\n\t\t\t\t\t<\/a>\n

\n\t\tPotential CLIENT Benefits\n\t<\/h3>\n
\n\t\tPotential Returns\n\t<\/h6>\n\t

The funds expect to pay 8.25%* monthly. If your clients enter into a lock-up agreement and does not make a request redemption for 12-months, they will receive an extra 1% on top of your return at the end of the 12-month waiting period, giving you an expected return of 9.25%* for holding.<\/p>\n

\n\t\tFlexible\n\t<\/h6>\nThis fund lets your clients add to their investment at any time.\n
\n\t\tInvestment in Mezzanine Debt\n\t<\/h6>\nThese investments can generally be a higher yielding asset in comparison to traditional bonds.\n\t

$100K\u00a0<\/strong><\/h2>\n
\n\t\tMINIMUM INVESTMENT ( FOR CLASS A UNITS )\n\t<\/h6>\n\t

$100M\u00a0<\/strong><\/h2>\n
\n\t\tMaximum Offering\n\t<\/h6>\n

\n\t\tHOW IT WORKS\n\t<\/h3>\n\t\t\t\t\t\t

Objective<\/h3>\n\t\t\t\t\t\t

To provide investors with the potential for above-average income by engaging in private lending activities. This includes, but is not limited to, mezzanine and bridge investment in short-term unsecured notes.\u00a0<\/p>\n\t\t\t\t\t\t\n\t\t\t\t\t\t

Diversification<\/h3>\n\t\t\t\t\t\t

The fund seeks diversification by lending to, but not limited to, multi-family, hospitality, self-storage, mixed-use commercial and raw land projects.<\/p>\n\t\t\t\t\t\t\n\t\t\t\t\t\t

Target Audience<\/h3>\n\t\t\t\t\t\t

Investors seeking a non-correlated, high-yield complement to their existing fixed income portfolio.<\/p>\n\t\t\t\t\t\t\n\t

\n\t\tABOUT THE PROGRAM\n\t<\/h3>\n\t\t\tWho might be interested in the Caliber Fixed Income fund? <\/a>\n\t\t\t\t\t\t\tExpand<\/i><\/a>\n\t\t

Investors seeking monthly income.<\/p>\n\t\t\tDoes this fund produce income?<\/a>\n\t\t\t\t\t\t\tExpand<\/i><\/a>\n\t\t

Yes, monthly distributions.<\/p>\n\t\t\tCan you invest using a qualified retirement investment account (RIA)?<\/a>\n\t\t\t\t\t\t\tExpand<\/i><\/a>\n\t\t

Yes.<\/p>\n\t\t\t\t\"Mark\n\t

\n\t\tMark Dickinson\n\t<\/h1>\n
\n\t\tVICE PRESIDENT | INSTITUTIONAL INVESTMENTS\n\t<\/h5>\n\t

Mark Dickinson is the Vice President of Institutional Investments at Caliber Funds. Some of his responsibilities include consulting with institutional investors and raising assets for Caliber’s various funds & real estate projects via the RIA, family office and bank trust channel.<\/p>\n

Prior to Caliber, Mark was the Director of Intermediary Sales and Client Engagement at OpenInvest Co. He also served as a board member for The Financial Planning Association after working as a Director and Portfolio Specialist at Pender Capital Management LLC.<\/p>\n

Mark began his career as an External Wholesaler at Legg Mason Inc. before becoming an RIA Consultant at Cohen and Steers Inc. and DSM Capital Partners LLC.<\/p>\n

Mark obtained his Bachelor of Business Management from the University of La Verne and served 18 years in the U.S. Navy as a Senior Chief Diver. He is a registered representative with Tobin & Company Securities LLC – Member FINRA\/SIPC.<\/p>\n

\n\t\tContact Mark:\n\t<\/h4>\n\t

C: 443.253.8525 | O: 480.295.7600 | Mark.Dickinson@CaliberFunds.co<\/p>\n\t\t\t\t\n\t\t\t\t\"BrokerCheck_Tobin&Company_Approval\"\n\t\t\t\t<\/a>\n\t

\n\t\tINVESTOR Considerations\n\t<\/h3>\n\t\n
    \n
  • Investments in Caliber private placements can lose entire value, are illiquid and are speculative.<\/strong><\/li>\n
  • Investment involves high degree of risk and does not comprise a comprehensive investment strategy; limited liquidity; no public market; suitable only for sophisticated investors;<\/strong><\/li>\n
  • Investment strategy is speculative; returns are not guaranteed and no assurance objectives will be achieved;<\/strong><\/li>\n
  • Involves unique risks associated with real estate investment, including interest rate risk, tenant and occupancy issues, insurance risks, among others.;<\/strong><\/li>\n
  • Offering is not contingent on a minimum capital raise; Fund may not raise amount of capital that would allow diversified holdings or achievement of investment objectives;<\/strong><\/li>\n
  • May enter into co-ownership arrangements, adding risks associated with the co-owner;<\/strong><\/li>\n
  • Multiple conflicts of interest, including compensation arrangements, incentive fee structures, positions held with affiliated entities, co-ownership arrangements, and the purchase of and allocation of investment opportunities;<\/strong><\/li>\n
  • COVID-19 could have a material impact on the Fund’s investments and operations.<\/strong><\/li>\n<\/ul>\n\t\n\t\n

    \n\t\tLending with Targeted Monthly Returns\n\t<\/h3>\n

    \n\t\tContact us for further Information\n\t<\/h2>\n\t\n

    Overview Sheet<\/h3>\n

    Please enter your information below to access the overview sheet.<\/p>\n