Why invest in Multifamily?
At CalTex Capital Group, we are excited about the opportunities that lie ahead and would like to extend an invitation to you to join us in growing our portfolio with our investor network.
In the ever-evolving economic landscape of today, it is essential not only to preserve wealth but also to nurture it, fostering the necessary growth to leave a lasting legacy for future generations. This is where our expertise and passion come into play. We specialize in curating investment opportunities that not only safeguard your wealth but also propel it toward generational prosperity.
As an investor, you have various avenues available to participate in these lucrative ventures actively. Whether it's utilizing personal savings, directing funds from your Individual Retirement Accounts (IRAs), leveraging existing 401Ks, or employing a 1031 exchange, CalTex can guide you through the process of capitalizing on these investment opportunities.
By partnering with CalTex, you gain access to meticulously analyzed investment offerings that meet our conservative underwriting requirements. We present these opportunities with comprehensive due diligence, ensuring that you can make informed investment decisions that align with your financial goals.
Exploring CalTex Capital Group's Typical Partnership Structure:
-> Preferred Returns for Limited Partners: Investors enjoy a 7-9% preferred return, distributed monthly or quarterly, based on available cash flow. Any shortfall accrues over time.
-> Capital Event Priorities: At capital events (sale or refinance), investors first recoup their preferred returns and 100% of their initial capital.
-> Profit Sharing Mechanism: Post capital return, excess profits are split, with up to a 15% IRR, seeing a 70% LP / 30% GP distribution. Profits exceeding a 15% IRR are shared 50% LP / 50% GP.
-> Class B Shares Option: For those investing a minimum of $500k, Class B shares offer a higher preferred return and a 30% promote, streamlining earnings without a secondary hurdle.
-> Investor-First Incentives: Investors are assured 100% of ongoing cash flow plus their preferred return and return of initial capital before any sponsor performance incentives, ensuring alignment of interests.
-> Investment Thresholds:
Class A: Minimum investment of $50k
Class B: Minimum investment of $500k
CalTex's partnership structure is designed to prioritize investor returns, offering a compelling mix of security and potential for significant appreciation, setting us apart from most investment frameworks.
Target Returns
Average Cash on Cash (CoC) Returns of 7-10%
Internal Rate of Return (IRR) of 15%+
Total Return on Investment (ROI) of 90-100%+
Average Annual Return (AAR) of 18-20%+
Equity Multiplier 2-3X
With a track record spanning more than 25 years, CalTex Capital Group specializes in investing in multifamily real estate and is dedicated to offering peace of mind to our investors.
Our goal is to provide double-digit annualized returns with tax-advantaged real estate diversification, all while mitigating the volatility associated with other investment options in today's market.
By handling real estate assets on behalf of our investors, we eliminate the need for them to manage these properties personally.
Our focus is on delivering attractive risk-adjusted returns to our passive partners, utilizing our expertise in market research, data-driven analysis, and streamlined operations.
Count on CalTex to be your trusted partner in wealth growth.
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