This Privacy Notice was last revised and is effective as of March 2024
THIS PRIVACY NOTICE SUPPLEMENTS OUR PRIVACY POLICY AND FOR SUBSCRIBERS AND/OR INVESTORS IN THE CALVERA INCOME AND GROWTH FUND, APPLIES TO YOU AND IS INCORPORATED INTO AND FORMS A PART OF YOUR AGREEMENT WITH US. READ THIS CAREFULLY BECAUSE IF YOU DO NOT OR CANNOT AGREE TO EVERYTHING WRITTEN HERE YOU SHOULD NOT SUBSCRIBE OR INVEST AND WE ENCOURAGE YOU TO CONTACT US IF YOU HAVE ANY CONCERNS AT ALL REGARDING THESE TERMS AND CONDITIONS. TERMS USED IN THIS PRIVACY NOTICE HAVE THE SAME MEANING AS DEFINED IN OUR TERM OF USE AND PRIVACY POLICY.
BY SUBSCRIBING OR INVESTING, YOU ARE CONSENTING TO OUR DISCLOSURE OF CERTAIN PERSONAL INFORMATION, AS DETAILED BELOW, TO NON-AFFILIATED THIRD PARTIES. EXCEPT FOR DISCLOSURES REQUIRED BY LAW, YOU HAVE THE RIGHT TO OPT OUT AND INSTRUCT US NOT TO MAKE THESE DISLOSURES, AS WELL AS EXERCISING YOUR OTHER RIGHTS, AS EXPLAINED IN MORE DETAIL IN OUR PRIVACY POLICY. PLEASE USE THE CONTACT INFORMATION BELOW TO DO SO OR IF YOU HAVE ANY QUESTIONS.
What You Should Know
We recognize the importance of keeping information about you secure and confidential. We do not sell or share your personal information with marketers or others outside our affiliated group of companies.
We carefully manage personal information among our affiliated group of companies to safeguard your privacy and to provide you with consistently excellent service.
We are providing this notice to you to satisfy a federal law that requires investment funds to inform their clients of the policies regarding the privacy of investor information, including your personal information.
Our Privacy Policy
We are committed to protecting the personal information of our investors and former investors. We fulfill our commitment by establishing and implementing policies and systems to protect the security and confidentiality of this information.
We limit access to personal information about you to those personnel who need to know the information in order to provide products or services to you. We maintain physical, electronic and procedural safeguards to protect your non-public personal information.
Categories of Information We Collect
We may collect the following types of personal information about you from the following sources:
- Your name, address and identifying numbers, and other personal and financial information on applications, subscription agreements or other forms or communications.
- Information about your account balances and financial transactions with us, our affiliated entities, or non-affiliated third parties, from our internal sources, from affiliated entities and from non-affiliated third parties.
- Information about your account balances and financial transactions and other personal and financial information, from consumer credit reporting agencies or other non-affiliated third parties, to verify information received from you or others.
Categories of Information We Disclose to Non-Affiliated Third Parties
We may disclose your name, address and account and other identifying numbers, as well as information about your pending or past transactions and other personal information, to non-affiliated third parties as necessary to administer and service the fund in which you are invested, as well as to facilitate transactions being entered into by such fund. Consistent with industry practice and the provisions of our fund agreements or in accordance with applicable law we may distribute certain personally-identifiable financial information such as the schedule of investors to the fund agreement and their respective ownership percentages, to all investors in each specific fund, as well as to potential lenders or other parties to potential transactions involving the fund in which you are invested.
We may disclose personal information concerning you to law enforcement agencies, federal regulatory agencies, self-regulatory organizations or other non-affiliated third parties, if required or requested to do so by a court order, judicial subpoena or regulatory inquiry.
Other than as otherwise described in our general Privacy Policy, including with respect to Service Providers (as described therein), we do not otherwise disclose your personal information to non-affiliated third parties, except where we believe in good faith that disclosure is required or specifically authorized by law.
Categories of Information We Disclose to Our Affiliated Entities
We may disclose your name, address and account and other identifying numbers, account balances, information about your pending or past transactions and other personal information to our affiliated entities for any purpose.
We regularly disclose your name, address and account and other identifying numbers, account balances and information about your pending or past transactions to our affiliates to administer and service the fund in which you are invested.
Information about Our Former Customers
We do not disclose personal information about former customers to non-affiliated third parties unless required or requested to do so by a court order, judicial subpoena or regulatory inquiry, or otherwise where we believe in good faith that disclosure is required or specifically authorized by law.
We will provide you with a copy of our Privacy Notice annually, as long as you maintain an investment with us. This terms and conditions of any Privacy Notice may change from time to time, but you can always review our current policy by contacting us for a copy.
If you have any questions about this Privacy Notice or wish to opt out of our disclosing your personal information as described above, please contact David Saxe at (844) 322-7900 or via email at CIGF@calverapartners.com.
CONTACT
SAN FRANCISCO OFFICE:
2 Embarcadero Center, 8th Floor
San Francisco, CA 94111
MINNEAPOLIS OFFICE:
729 Washington Ave N, Suite 600
Minneapolis, MN 55401
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© 2024 CALVERA PARTNERS
- Past performance is not a guarantee of future results. Source: NCREIF, Bloomberg, and Bureau of Labor Statistics as of 12/31/2022. Bubble sizes represent the Sharpe Ratio for each property type—a measure of excess return, above the risk-free rate, per unit of risk for a given property type.
- Past performance is not a guarantee of future results. Source: NCREIF and Bureau of Labor Statistics as of 9/30/2024.
- The open-end fund performance assumes an annual 10% total return. Any information provided on this website is based on our understanding of current tax law. You are strongly urged to consult your tax advisors prior to investing in an open-end fund as to, among other things, the advisability of investing in an open-end fund, the tax consequences of any such investment, and the tax treatment of an open-end fund’s investment strategy. Calvera disclaims all responsibility for any tax treatment or tax consequences. Calvera is not responsible for updating any information contained herein based on changes in law or interpretation after the date hereof.
- The Calvera Income and Growth Fund will target additional markets on an opportunistic basis.
- For the avoidance of doubt, the amount of Current Distributions may be lower than the target, especially during any ramp-up period. The risk of loss always exists and there can be no assurance that any targeted returns (e.g., targeted yields) will be obtained.
- Average returns include both sold and unsold deals as of 12/31/22. The average net IRR refers to the aggregate, annual, compound, internal rate of return on investments, calculated after payment of management fees by applicable investors on a blended basis, carried interest, general fund expenses, and other expenses borne by investors. Net MOIC is measured as net asset value, divided by total capital contributions, calculated after payment of applicable management fees, carried interest, general fund expenses, and other expenses borne by investors. Past performance is not a guarantee of future results.
- Includes investments that have been sold.
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.
This website is provided for informational purposes only. Nothing contained in this material is an offer or solicitation to buy or sell any security. In addition, (i) any securities offered to investors that respond to any general solicitation or general advertisement made by Calvera, may be sold only to accredited investors; (ii) such securities will be offered in reliance on an exemption from the registration requirements of the Securities Act and such securities offered are not subject to the protections of the Investment Company Act or required to comply with specific disclosure requirements that apply to registration under the Securities Act; (iii) Neither the SEC, nor any state securities regulator, has passed upon the merits of or given its approval to any securities offered by Calvera, the terms of the offering, or the accuracy or completeness of any offering materials or the accuracy or completeness of any of the information or material provided by or through this website; (iv) the securities will be subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell their securities; and (v) investing in securities involves significant risks, and investors should be able to bear the loss of their investment. Please click here for additional important disclosures.
