{"id":6333,"date":"2023-05-02T15:24:00","date_gmt":"2023-05-02T15:24:00","guid":{"rendered":"https:\/\/caliberfunds.co\/?page_id=6333"},"modified":"2023-05-15T19:45:00","modified_gmt":"2023-05-15T19:45:00","slug":"caliber-core-plus-growth-income-fund-llc-institutional-investors","status":"publish","type":"page","link":"https:\/\/caliberfunds.co\/caliber-core-plus-growth-income-fund-llc-institutional-investors\/","title":{"rendered":"The Caliber Core+ Growth & Income Fund, LLC | Institutional Investors"},"content":{"rendered":"\n

\n\t\tThe Caliber Core+
Growth & Income Fund, LLC\n\t<\/h1>\n

\n\t\tInstitutional Investors\n\t<\/h2>\n

\n\t\tIncome-Producing Properties | Multi-Family | Hospitality | Mixed-Use\n\t<\/h6>\nCaliber Core+ Growth & Income Fund, LLC (“Fund”) is a long-term investment opportunity seeking to generate passive income and modest returns by investing in a diversified portfolio consisting of distressed Commercial Real Estate (CRE) properties, Real Estate Investment Trusts (REITs), and other alternatives considered to be core or core+ assets.\nOur goal is to identify attractive income-producing parcels, preserve capital and spread the risk across multiple geographic locations across the Southwest and Sunbelt states.\n\t\t\t\n\t\t\t\t\t\t\tLEARN MORE\n\t\t\t\t\t<\/a>\n

\n\t\t POTENTIAL BENEFITS FOR INSTITUTIONAL INVESTORS\n\t<\/h3>\n

\n\t\tDiversification\n\t<\/h6>\n\tInvesting in our Core+ fund can help diversify your portfolio by accessing offerings not found in public markets, and are typically monetarily out of reach for most individual investors to participate in. The assets in this fund make up different types of properties, geographies, and real estate sectors. Greater portfolio diversification can help your clients reduce risk and provide stability to support their estate planning goals.\n
\n\t\tIncome Opportunity\n\t<\/h6>\n

5 – 7% target annual distribution after year one.<\/p>\n

\n\t\tDifference Between Core and
Core Plus Strategies\n\t<\/h3>\n\t

Core Real Estate Strategies<\/h3>\n\tCore real estate strategies<\/strong> represent the most conservative blend of risk and return in the private real estate segment. They invest in core properties, which tend to be built exceptionally well, located in great areas, are burdened by very few deferred maintenance requirements, and are income-producing.
\nCore assets typically hold high-quality tenants already in place with long-term leases. These properties are usually new or very close to new, with minimal capital expenditure needed each year. Investors can expect few-if any-surprises with these assets.\n\t

Core Plus Real Estate Strategies<\/h3>\n\tCore plus real estate strategies<\/strong> invest in properties that are very similar to core properties, but for one reason or another, they don’t quite fit into the most conservative category. They are typically well leased-maybe not leased to the absolute highest quality tenants, as you would expect with a core asset. However, the tenant base is still creditworthy and likely has a history of successfully leasing the property.\nMost core plus assets are stable, meaning they don’t require the buyer to complete extensive renovations or figure out a way to get from 50% occupied to 95% occupied, among other typical challenges that value-add and opportunistic projects face much later once the land is developed or developing.\n\tThe Fund will seek income-producing assets that are typically found in the core and core plus strategies, which are known for their stable returns and lower risk profile.\n\t

$50K\u00a0<\/strong><\/h2>\n
\n\t\tMINIMUM INVESTMENT\n\t<\/h6>\n\t

OPEN-ENDED, EVERGREEN<\/strong><\/h2>\n
\n\t\tMAXIMUM OFFERING\n\t<\/h6>\n

\n\t\tPossible Pipeline Assets for Core+\n\t<\/h3>\n\t\t\t\t\"West\n

\n\t\tWest Frontier*\n\t<\/h4>\n

\n\t\tPAYSON | ARIZONA\n\t<\/h4>\n\t\t\t\n\t\t\t\t\t\t\tCOMING SOON\n\t\t\t<\/a>\n\t\t\t\t\"Riverwalk\n

\n\t\tRiverwalk Land Leases*\n\t<\/h4>\n

\n\t\tSCOTTSDALE | ARIZONA\n\t<\/h4>\n\t\t\t\n\t\t\t\t\t\t\tCOMING SOON\n\t\t\t<\/a>\n\t\t\t\t\"Northsight\n

\n\t\tNorthsight Crossing*\n\t<\/h4>\n

\n\t\tSCOTTSDALE | ARIZONA\n\t<\/h4>\n\t\t\t\n\t\t\t\t\t\t\tCOMING SOON\n\t\t\t<\/a>\n\t*<\/strong>There is no guarantee the mentioned assets in the potential pipeline will be in the fund.\n

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

Objective<\/h5>\n\t\t\t\t\t\t

With your clients’ investment, our goal is to generate passive income and modest returns for them.<\/p>\n\t\t\t\t\t\t\n\t\t\t\t\t\t

Diversification<\/h5>\n\t\t\t\t\t\t

The fund seeks diversification by purchasing income-producing properties at a discount, but not limited to, multi-family, hospitality, retail, mixed-use classes.<\/p>\n\t\t\t\t\t\t\n\t\t\t\t\t\t

Target Audience<\/h5>\n\t\t\t\t\t\t

Investors seeking to add alternative investments to their portfolios that can potentially return passive income and modest growth on their investment.<\/p>\n\t\t\t\t\t\t\n\t

We track sponsors and owners of income-producing properties under distress that need to sell their assets quickly.<\/h3>\n\tThe plan is to purchase these assets at below replacement cost, or with existing cash flow requiring only minor renovations and updates.\nMarket volatility, inflation, and higher interest rates lead to a wave of bank closures and economic disruptions. Many institutions are now facing unstable situations due to overexposure to various asset strategies such as tech, crypto, venture, and other mismanaged assets. As a result, they are feeling the pressure to sell their assets at discounted rates. This provides a unique opportunity for you to acquire income-producing assets at lower rates, with anticipated deal opportunities heading into 2024.\n\t

We are looking to capitalize on these opportunities by leveraging our experience and extensive network of allies, both in the public and private sectors, including brokers, politicians, community leaders and industry professionals. This should enable us to move quickly to strike deals as they come.<\/p>\n

\n\t\tABOUT THE PROGRAM\n\t<\/h3>\n\t\t\t\t\tWho might be interested in the Caliber Core+ Growth & Income Fund, LLC?<\/a>\n\t\t\t\t\t\t\t\t\t\t\tExpand<\/i><\/a>\n\t\t\t\t\t

Investors looking for predictable income and modest investment growth.<\/p>\n\t\t\t\t\tDoes this fund produce income?<\/a>\n\t\t\t\t\t\t\t\t\t\t\tExpand<\/i><\/a>\n\t\t\t\t\t

Yes.<\/p>\n\t\t\t\t\tCan you use a qualified individual retirement account (IRA)?<\/a>\n\t\t\t\t\t\t\t\t\t\t\tExpand<\/i><\/a>\n\t\t\t\t\t

Yes.<\/p>\n\t

Learn More<\/h3>\n\t\t\t\"maps\n\t\t\t\t\t\t\t

Mark Dickinson<\/strong>
VP Capital Markets
West<\/p>\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t

Andrew Garten
<\/b>VP Capital Markets
Central<\/p>\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t

Mathew Jameson
<\/b>VP Capital Markets
East<\/p>\t\t\t\t\t\t\t\t\t\t\t\t\t\n\tMark Dickinson
\n<\/strong>VP Capital Markets – West
\n(443) 253-8525
\nmark.dickinson@caliberfunds.co<\/a>\n\tAndrew Garten<\/strong>
\nVP Capital Markets – Central
\n(602) 214-5419
\nandrew.garten@caliberfunds.co<\/a>\n\tMathew Jameson
\n<\/b>VP Capital Markets – East
\n(202) 550-1230
\nmathew.jameson@caIiberfunds.co<\/a>\n

\n\t\tINVESTOR Considerations\n\t<\/h3>\n\t

Below are selected risk factors associated with an investment in the Caliber Core+ Growth & Income Fund LLC.<\/strong><\/p>\n