Why Invest with CalTex Capital Group?

Investing isn’t just about growing wealth—it’s about achieving your “why,” whether that’s financial freedom, leaving a legacy, or creating family stability. Multifamily real estate is a proven, reliable tool to help you get there.

Why Multifamily Real Estate?

  • Reliability: Multifamily properties perform consistently, even in uncertain times.

  • Steady Income: Multiple tenants create diversified, dependable cash flow.

  • Scalable Growth: Leverage economies of scale for greater profitability.

  • Tax Benefits: Enjoy advantages like depreciation, cost segregation, and 1031 exchanges.

How CalTex Helps You Succeed

  • Thorough Analysis: Every offering meets strict underwriting standards.

  • Informed Decisions: We provide detailed due diligence for confidence in your investments.

  • Flexible Options: Invest using savings, IRAs, 401Ks, or 1031 exchanges with our guidance.

At CalTex, investing isn’t just about returns—it’s about using multifamily real estate to achieve your financial goals. Let us help you turn your “why” into reality.

Exploring CalTex Capital Group's Typical Partnership Structure:

-> Preferred Returns for Limited Partners: Investors enjoy a 8-9% 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%+

Internal Rate of Return (IRR) of 15%+

Average Annual Return (AAR) of 18+

Equity Multiplier 1.90x+

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.

Count on CalTex to be your trusted partner in wealth growth.

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