{"id":6183,"date":"2022-10-06T22:13:25","date_gmt":"2022-10-06T22:13:25","guid":{"rendered":"https:\/\/caliberfunds.co\/?page_id=6183"},"modified":"2022-10-06T22:13:37","modified_gmt":"2022-10-06T22:13:37","slug":"individual-investor-funds","status":"publish","type":"page","link":"https:\/\/caliberfunds.co\/individual-investor-funds\/","title":{"rendered":"Individual Investor Funds"},"content":{"rendered":"\n
Investments in private placements can lose entire value, are illiquid and are speculative <\/p>\n\n\t
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. <\/p>\n\t
Founded in 2009, we are a leading vertically integrated asset management firm whose primary goal is to enhance your wealth making investments in middle-market assets.<\/p>\n<\/li>\n
We strive to build wealth for you by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments.<\/p>\n<\/li>\n
Our funds include investment vehicles focused primarily on real estate, private equity, and debt facilities.<\/p>\n<\/li>\n
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.<\/p>\n<\/li>\n
Help improve economic conditions in underprivileged areas<\/p>\n<\/li>\n<\/ol>\n<\/li>\n
We seek to purchase properties at discount, then build additional value through development, construction, and active management<\/p>\n<\/li>\n<\/ol>\n<\/li>\n
Investors can add to their investment at any time<\/p>\n<\/li>\n<\/ol>\n<\/li>\n
*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. <\/p>\n
** 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. <\/p>\n\t\t\t\t\n\t
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.<\/p>\n\t\t\t\n\t\t\t\t\t\t\tLEARN MORE\n\t\t\t\t\t<\/a>\n\t\t\t\t\n\t The Caliber Opportunistic Growth Fund III LLC (COGF III) leverages the experience gained from Caliber’s previous multi-asset funds 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. 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.<\/p>\n 073-TOB-082422<\/p>\n\t\t\t\n\t\t\t\t\t\t\tLEARN MORE\n\t\t\t\t\t<\/a>\n\t\t\t\t\n\t 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.<\/p>\n\t\t\t\n\t\t\t\t\t\t\tLEARN MORE\n\t\t\t\t\t<\/a>\n\t 082-TOB-091422<\/p>\n","protected":false},"excerpt":{"rendered":" Caliber’s InDIVIDUAL Investor Funds For accredited investors seeking to diversify their portfolios using Private Equity Real Estate (PERE). Investments in private placements can lose entire value, are illiquid and are…<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-canvas-fullwidth.php","meta":{"spay_email":""},"yoast_head":"\nCaliber Opportunistic Growth Fund III LLC<\/h3>\n\n
Caliber Fixed Income Fund III, LP<\/a><\/h3>\n\n