{"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
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 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 While private lending loans can generally be riskier, they are typically faster and easier to obtain than a traditional bank loan. A private loan may also have a greater potential for higher interest rates, and the lender may be more creative with respect to terms and collateral.<\/p>\n\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 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 Investors seeking a non-correlated, high-yield complement to their existing fixed income portfolio.<\/p>\n\t\t\t\t\t\t\n\t We lend privately in mezzanine and short-term, unsecured notes to a variety of developers in a variety of real estate asset classes such as commercial, multi-family, retail and more. <\/p>\n 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\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\tPotential CLIENT Benefits\n\t<\/h3>\n
\n\t\tPotential Returns\n\t<\/h6>\n\t
\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
Private lending is lending money to an individual or legal entity by a private individual or legal entity that is not a bank or other traditional lender.<\/h3>\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
Diversification<\/h3>\n\t\t\t\t\t\t
Target Audience<\/h3>\n\t\t\t\t\t\t
The Caliber Fixed Income Fund III utilizes the experience gained from our previous two Fixed Income Funds to offer your clients the potential to achieve your desired income-related goals. This fund gives them the potential to earn monthly passive income.<\/h3>\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
\n\t\tMark Dickinson\n\t<\/h1>\n
\n\t\tVICE PRESIDENT | INSTITUTIONAL INVESTMENTS\n\t<\/h5>\n\t
\n\t\tContact Mark:\n\t<\/h4>\n\t