Industry

FinTech

Company Type

Investment Platform

Location

USA

Size

$5  Million

Investment Type

Equity
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Helping Great Companies Grow

Overview

  • Seeking $5 million of equity in the General Partner management company to: (1) expand blockchain and mobile
    investment platform, (2) market platform to target investors globally, and (3) provide working capital.
    CalTier Realty, LLC is a PropTech asset management and HNW investor acquisition platform that will be the GP of
    a portfolio of fund offerings. First two include:

    • Fund 1: Offering pursuant to Regulation A+ to purchase cash-flowing Class B and C multifamily assets. Primarily
      targeting retail investors domestically and high net worth individuals internationally with wealth from $100,000 to
      $1,000,000. Goal is to raise $50 million per year (maximum allowed per year under Reg. A+)
    • Fund 2: Offering pursuant to Reg D Rule 506 (c) and Reg S to purchase cash-flowing Class B and C multifamily
      assets. Targeting domestic and foreign accredited, high net- worth investors with wealth ranging from $1,000,000
      to $25,000,000. Goal is to raise $100 million.
Helping Great Companies Grow

Opportunity

  • Non-Accredited investor are significantly underserved. 
  • Large proportion of wealth 
  • Emerging technologies are lowering the cost of acquiring and managing customer relationships 
  • Underserved markets 
    • wealth range – $10,000 to $100,000 with $55.7 trillion held by 1.6 billion people 
    • wealth range – $100,000 to $1,000,000 with $140.2 trillion held by 0.5 billion people 
    • There are 41,104,790 people globally in the wealth segment between $1 and $5 million representing $103 trillion (average wealth of $2.5 million). Management believes this is a significantly underserved investor segment.
Helping Great Companies Grow

Solution/Strategy

  • Use new and emerging technologies to lower the cost of acquiring and managing relationships with millions of underserved high net-worth individual real estate investors  
  • Focus on multifamily asset class  
    • familiar asset class to target markets 
    • structured to generate stable yields in a volatile yield environment 
    • relatively uncorrelated with market movements (people need to live somewhere) 
    • management knows the asset class well, and has a strong network for deal flow 
    • opportunity to build a brand with a huge underserved market 
  • Real Estate Opportunities
    • Typically  off-market  or  private  opportunities
    • Low fund management fees
    • Ongoing professional asset & property  management
    • Banking partners in place for
    • international funds  Background, anti money laundering  and OFAC checks
    • Source of funds approval prior  to subscribing
  • Analogous companies 
    • Robinhood 
    • Acorn  
    • Fundrise
Helping Great Companies Grow

Management

Matt Belcher

Managing Principal

Equity and structured debt  experience on multi $billion real  estate transactions

Co-Founder San Diego EB-5

Regional Investment Center  International consulting  experience spanning twenty years  mainly Europe and U.S.  Personally invested into Multi-  Family Assets

Background in software and Digital platforms

Travis Hook

Managing Principal

Experience with highly complex  real estate transactions

Co-Founder San Diego EB-5

Regional Investment Center

EB-5, E-2 and L-1 Investment Visa  business planning, economic  reporting and placement/offering  creation

Masters of Business

Administration from Alliant  International University

Fluent in Spanish

Parker Smith

Managing Principal

10Y+ experience in finance, real  estate and law

Co-founder and managing attorney

at Sy & Smith Law Firm

$100M+ in real estate assets and  direct investments identification  and placements.

Bachelors in Finance from Brigham

Young University

Juris Doctor from Thomas  Jefferson School of Law.

Fluent in Spanish*

Helping Great Companies Grow
Learn More About This Transaction

CONTACT US

Hi. We're not around right now. But you can send us an email and we'll get back to you, asap.

Thanks, Ken

Ken Margolis | Managing Partner Castle Placement, LLC
1460 Broadway Street, Rte 400
New York, New York 10036
(212) 418-1188 | C: (516) 712-7784
kmargolis@castleplacement.com

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