Caliber's Financial Professional Funds

For financial professionals and institutions seeking to provide their clients with added investment diversification using Private Equity Real Estate (PERE).

Open Investment Opportunities

second avenue commons

Current Fund Asset

Caliber Tax Advantaged Opportunity Zone Fund II, LLC


The Caliber Tax Advantaged Opportunity Zone Fund II is targeting 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 Qualified Opportunity Zones due to long-term population and job growth trends.

norfolk airport hotel

Potential Fund Asset
(Conceptual Rendering)

Caliber Opportunistic Growth Fund LLC


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.

Riverwalk Overview Drone Shot

Potential Fund Asset

Caliber Core+ Growth & Income Fund, LLC


Core Plus is a diversified portfolio of real estate properties, REITs and other real estate related assets that are considered Core or Core Plus in nature. The fund will seek income-producing assets that are typically found in the Core and Core Plus strategies, which are known for their stable returns and lower risk profile.

Hilton Tucson East Exterior

Contributed Fund Asset

Caliber Hospitality Trust, Inc. Class B & Class C Preferred Stock


This offering capitalizes on a unique opportunity to acquire discounted hotels, offering investors access to both long-term growth and steady income. The key features of this stock include ‘preferred status,’ high yield distributions (passive income), long-term capital growth, and the continual growth of our hotel portfolio that currently holds 42 assets in 18 markets across the U.S.

Investments in private placements can lose entire value, are illiquid and are speculative 

Caliber The Wealth Development Company

Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate, providing financial professionals with well-structured alternatives to traditional investments.

Middle Market Fundraising & Capital Deployment

We invest in middle-market assets and geographies, applying established institutional private asset investment models, to deliver outsized returns.

Vertically Integrated Operating Model

Our investment service model produces improved visibility and control, enhanced investment returns, and robust off-market deal flow.

Growth Markets Geographic Focus

We focus on cities and regions with growing populations that are business friendly, with favorable taxes, entitlements, and access to local governments.

Caliber's Cycled Assets Track Record

As of October 22, 2022*

17.7% IRR

1.84x Deal Multiple

5 Years Average Hold Period

$71,752,270 Total Profit

Past performance is not indicative of future results. This track record is for informational purposes only and is not an offer to buy securities or interests in any investment.  You may contact your Caliber representative for a copy of the detailed cycled assets track record.

Forged In Distress Born of the Financial Crisis

Caliber was founded in 2009, from the heart of the financial crisis, acquiring distressed assets.

We identified a unique advantage, in the underserved middle market. Our purpose-built investments are asset agnostic for the highest and best use, driving multiple avenues for growth with a cycle-tested team with deep industry experience and local relationships for proprietary off-market deal flow. As economics change we continue to seek out market appropriate solutions.

Caliber's Track Record
of Growth

$2.9B Assets Under Managment & Assets Under Development

$500M+ Equity Raised

14-year History of Operations Cycle Tested



Brooke Nunes
VP Capital Markets - West
(916) 672-7542

Jonathan Bui
VP Capital Markets - Central
(720) 934-6256

Contact Map_051424

Jonathan Bui
VP Capital Markets

Brooke Nunes
VP Capital Markets

Brooke Nunes
VP Capital Markets

Sean Hickham
Managing Director -
Capital Markets
(407) 883-1083

Brenna Winters
Capital Markets Associate

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