Caliber Companies - The DI Wire

With more than $2.9 billion of managed assets, including estimated costs to complete assets under development, Caliber’s 15-year track record of managing and developing real estate is built on a singular goal: make money in all market conditions. Our growth is fueled by our performance and our competitive advantage: we invest in projects, strategies, and geographies that global real estate institutions do not. Integral to our competitive advantage is our in-house shared services group, which offers Caliber greater control over our real estate and visibility to future investment opportunities. There are multiple ways to participate in Caliber’s success: you can invest in Nasdaq-listed CaliberCos Inc. and/or you can invest directly in our Private Funds.

Caliber Companies 8901 E Mountain View Rd.
Ste. 150 Scottsdale, AZ 85258

480.295.7600

invest@caliberfunds.co

caliberco.com

Current and Former Offerings
Caliber Tax Advantaged Opportunity Zone Fund II, LLC – Current Caliber Opportunistic Growth Fund, LLC – Current Caliber CORE+ Growth & Income Fund, LLC – Current Caliber Hospitality Trust, Inc. – Current

Year	Sector	Structure	Senior Executives
2009	Real Estate, Multifamily, Development, Retail and Office, Other	Private Placement Investments – Reg D 506 (c) Qualified Opportunity Zone Funds Pre-IPO Preferred Stock	Chris Loeffler – Chief Executive Office & Co-Founder Jennifer Schrader – President and Chief Operating Officer & Co-Founder Jade Leung – Chief Financial Officer Roy Bade – Chief Development Officer John Hartman – Chief Investment Officer Yaron Ashkenazi – Head of Hospitality George Pace – Executive Vice President, Wealth Development

Year

Sector

Structure

Senior Executives

2009

Real Estate, Multifamily, Development, Retail and Office, Other

Private Placement Investments – Reg D 506 (c)
Qualified Opportunity Zone Funds
Pre-IPO Preferred Stock

Chris Loeffler – Chief Executive Office & Co-Founder

Jennifer Schrader – President and Chief Operating Officer & Co-Founder

Jade Leung – Chief Financial Officer

Roy Bade – Chief Development Officer

John Hartman – Chief Investment Officer

Yaron Ashkenazi – Head of Hospitality

George Pace – Executive Vice President, Wealth Development

AUM	Total Equity Raised	# of Private Placements Programs
Approximately $2.9 Billion AUM & AUD	~$667 Million	4

Multimedia

Notes
With more than $2.9 billion of managed assets, including estimated costs to complete assets under development, Caliber’s 15-year track record of managing and developing real estate is built on a singular goal: make money in all market conditions. Our growth is fueled by our performance and our competitive advantage: we invest in projects, strategies, and geographies that global real estate institutions do not. Integral to our competitive advantage is our in-house shared services group, which offers Caliber greater control over our real estate and visibility to future investment opportunities. There are multiple ways to participate in Caliber’s success: you can invest in Nasdaq-listed CaliberCos Inc., and/or you can invest directly in our Private Funds. *As of January 2nd, 2024

Notes

Our growth is fueled by our performance and our competitive advantage: we invest in projects, strategies, and geographies that global real estate institutions do not. Integral to our competitive advantage is our in-house shared services group, which offers Caliber greater control over our real estate and visibility to future investment opportunities. There are multiple ways to participate in Caliber’s success: you can invest in Nasdaq-listed CaliberCos Inc., and/or you can invest directly in our Private Funds.

*As of January 2nd, 2024

Caliber Hospitality Trust, Inc. Class B, Class C, and Class E Preferred Type Pre-IPO Preferred Stock – This offering is a Maryland C Corp. Structured as an Up-Corporation (Up-C). Caliber has yet to elect REIT Status. Status Open	Caliber Hospitality Trust (CHT) is an innovative, diversified, externally advised private hospitality company formed by CaliberCos Inc. (CWD) to capitalize on the unique opportunity created by the pandemic to acquire hotels at discounted valuations. Caliber Hospitality Trust’s dynamic, agile business model is designed for growth across segments, across brands, and across geographies. CHT is targeting middle-market full service, select service, extended stay, and lifestyle hotels in attractive geographic locations.
Caliber Tax Advantaged Opportunity Zone Fund II, LLC Type Private Placement – Reg D 506(c) Website More Information Status Open	The Caliber Tax Advantaged Opportunity Zone Fund II, LLC is targeting Qualified Opportunity Zone (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 QOZ due to long-term population and job growth trends.
Caliber Core+ Growth and Income Fund, LLC Type Private Placement – Reg D 506(c) Website More Information Status Open	Caliber Core+ Growth and Income Fund, LLC is a long-term investment opportunity seeking to generate passive income and modest returns for you, by investing in cash-flowing assets, distressed assets, REITs, and other alternatives considered to be Core or Core+ producing assets. Our goal is to invest in income-producing assets, preserve capital, and spread the risk across multiple geographic locations across the Southwest and Sunbelt states.
Caliber Opportunistic Growth Fund, LLC Type Private Placement – Reg D 506(c) Website More Information Status Open	The Caliber Opportunistic Growth Fund, LLC leverages the experience gained from Caliber’s previous multi-asset developments 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.

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