Answers to three questions investors are currently asking us:
Topic:
1) What are the advantages of your “evergreen” structure?
The biggest benefit is that your money keeps working for you. We will work to defer any capital gains taxes indefinitely. This allows you to fully maximize your investment with us. Also, with a focus on cash flow, regular and growing quarterly distributions are another benefit.
2) Why is placing assets in a REIT advantageous to investors?
This allows a reporting burden to be lifted for investors. The REIT will handle all state filings where it owns property and the investor will not have to do this themselves. Additionally, income generated at the fund via the REIT will be taxed at the dividend rate. It’s also possible that some income will be treated as a return of capital and thus not initially taxed for the investor.
3) What is the ideal property for Calvera’s Income and Growth Fund?
The ideal property is an apartment community built in the 1990s or early 2000s where we can install a high-ROI technology package, implement sustainability practices to reduce utility costs, and renovate units and common areas to a high modern standard. We believe this segment has the best prospects for value creation given the recent reduction in property values.
Author
Multifamily values have declined 20-30% since 2022. They are likely to get a boost when the Fed starts cutting interest rates. Once that happens, it may be too late to get in. Don’t wait and risk missing a potentially significant multifamily market upswing opportunity.
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San Francisco, CA 94111
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Minneapolis, MN 55401
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Performance data listed in this website or is otherwise provided by Calvera Partners, LLC, or its affiliates (“Calvera”) with respect to a particular property or project represents past performance calculated for the relevant project and does not purport to reflect the overall performance of any private funds managed by Calvera, which may include other projects, as well as charge additional fees or carried interest, or have additional expenses, which would reduce the overall performance of the project from the perspective of a fund investor. Past performance does not guarantee future results; Current performance may be lower or higher than performance data presented. Calvera is not required by law to follow any standard methodology when calculating and representing performance data; the performance of any of Calvera’s projects may not be directly comparable to the performance of other investment vehicles or funds; and qualified potential investors can contact Calvera Partners for more current performance data of any private funds managed by Calvera.
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