Caliber Launches New 1031 Exchange Program
Caliber (NASDAQ: CWD) has launched its new Caliber 1031 Exchange program, offering accredited investors tax-deferred real estate investment opportunities. The program's first transaction was a $10.16 million acquisition of a 602-unit self-storage facility in Rifle, Colorado.
The program allows investors to defer capital gains taxes while reinvesting in like-kind properties. Caliber focuses on multi-family residential, hospitality, and multi-tenant industrial assets in growth regions like Arizona, Texas, and Colorado.
A unique feature of Caliber's program is that after two years, investors can perform a 721 exchange into a diversified real estate fund managed by Caliber, offering quarterly liquidity options. The company plans to add value to its first acquisition through the construction of additional climate-controlled storage units.
Caliber (NASDAQ: CWD) ha lanciato il suo nuovo programma Caliber 1031 Exchange, offrendo agli investitori accreditati opportunità di investimento immobiliare con rinvio fiscale. La prima transazione del programma è stata un acquisto di 10,16 milioni di dollari di una struttura di self-storage con 602 unità a Rifle, Colorado.
Il programma consente agli investitori di rinviare le tasse sulle plusvalenze mentre reinvestono in proprietà simili. Caliber si concentra su asset residenziali multifamiliari, ospitalità e immobili industriali multi-tenant in regioni in crescita come Arizona, Texas e Colorado.
Una caratteristica unica del programma di Caliber è che, dopo due anni, gli investitori possono effettuare uno scambio 721 in un fondo immobiliare diversificato gestito da Caliber, offrendo opzioni di liquidità trimestrale. L'azienda prevede di aumentare il valore del suo primo acquisto attraverso la costruzione di ulteriori unità di storage a temperatura controllata.
Caliber (NASDAQ: CWD) ha lanzado su nuevo programa Caliber 1031 Exchange, ofreciendo a los inversores acreditados oportunidades de inversión inmobiliaria con impuestos diferidos. La primera transacción del programa fue una adquisición de 10.16 millones de dólares de una instalación de autoalmacenamiento de 602 unidades en Rifle, Colorado.
El programa permite a los inversores diferir los impuestos sobre las ganancias de capital mientras reinvierten en propiedades similares. Caliber se centra en activos residenciales multifamiliares, hospitalidad y propiedades industriales multi-inquilino en regiones en crecimiento como Arizona, Texas y Colorado.
Una característica única del programa de Caliber es que, después de dos años, los inversores pueden realizar un intercambio 721 en un fondo inmobiliario diversificado gestionado por Caliber, ofreciendo opciones de liquidez trimestral. La empresa planea agregar valor a su primera adquisición mediante la construcción de unidades de almacenamiento adicionales con control climático.
Caliber (NASDAQ: CWD)는 새로운 Caliber 1031 Exchange 프로그램을 출시하여 공인 투자자들에게 세금 유예 부동산 투자 기회를 제공합니다. 프로그램의 첫 번째 거래는 콜로라도 주 라이플에 있는 602개 유닛의 셀프 스토리지 시설에 대한 1,016만 달러 인수였습니다.
이 프로그램은 투자자들이 유사한 자산에 재투자하는 동안 자본 이득세를 유예할 수 있도록 합니다. Caliber는 애리조나, 텍사스, 콜로라도와 같은 성장 지역에서 다세대 주거, 환대 및 다세대 산업 자산에 중점을 둡니다.
Caliber 프로그램의 독특한 특징은 2년 후 투자자들이 Caliber가 관리하는 다양한 부동산 펀드로 721 교환을 수행할 수 있으며, 분기별 유동성 옵션을 제공한다는 점입니다. 회사는 첫 번째 인수의 가치를 추가적인 기후 조절 저장 유닛의 건설을 통해 높일 계획입니다.
Caliber (NASDAQ: CWD) a lancé son nouveau programme Caliber 1031 Exchange, offrant aux investisseurs accrédités des opportunités d'investissement immobilier avec report fiscal. La première transaction du programme était une acquisition de 10,16 millions de dollars d'une installation de self-stockage de 602 unités à Rifle, Colorado.
Le programme permet aux investisseurs de reporter les impôts sur les plus-values tout en réinvestissant dans des propriétés similaires. Caliber se concentre sur des actifs résidentiels multifamiliaux, l'hôtellerie et des propriétés industrielles multi-locataires dans des régions en croissance comme l'Arizona, le Texas et le Colorado.
Une caractéristique unique du programme de Caliber est qu'après deux ans, les investisseurs peuvent effectuer un échange 721 dans un fonds immobilier diversifié géré par Caliber, offrant des options de liquidité trimestrielles. L'entreprise prévoit d'ajouter de la valeur à sa première acquisition grâce à la construction d'unités de stockage supplémentaires à contrôle climatique.
Caliber (NASDAQ: CWD) hat sein neues Programm Caliber 1031 Exchange gestartet, das akkreditierten Investoren steuerlich begünstigte Immobilieninvestitionsmöglichkeiten bietet. Die erste Transaktion des Programms war ein Erwerb von 10,16 Millionen Dollar für eine 602-Einheiten-Self-Storage-Anlage in Rifle, Colorado.
Das Programm ermöglicht es Investoren, die Kapitalertragssteuern aufzuschieben, während sie in ähnliche Immobilien reinvestieren. Caliber konzentriert sich auf Mehrfamilienwohnungen, Gastgewerbe und Mehrmieter-Industrieimmobilien in Wachstumsregionen wie Arizona, Texas und Colorado.
Ein einzigartiges Merkmal von Calibers Programm ist, dass Investoren nach zwei Jahren einen 721-Austausch in einen diversifizierten Immobilienfonds durchführen können, der von Caliber verwaltet wird und vierteljährliche Liquiditätsoptionen bietet. Das Unternehmen plant, den Wert seiner ersten Akquisition durch den Bau zusätzlicher klimatisierter Lagereinheiten zu steigern.
- Expansion into new revenue stream with 1031 Exchange program launch
- Successfully closed first transaction worth $10.16 million
- In-house development and construction management capabilities reduce operational costs
- Offers unique liquidity option through 721 exchange after 2 years
- None.
Insights
Caliber's new 1031 Exchange program represents a strategic expansion into a specialized tax-advantaged real estate offering. What stands out is the $10.16 million transaction they've already completed - acquiring a 602-unit self-storage facility - which is notable given Caliber's relatively small
The program targets a specific pain point in the 1031 exchange market: investors typically face a binary choice between self-managing a single asset or using a Delaware Statutory Trust (DST) with distributed ownership. Caliber's approach creates a middle path that offers professional management without the extreme diversification of a DST.
The most compelling element is their unique conversion option allowing investors to execute a follow-on 721 exchange after two years. This creates potential for enhanced investor retention as assets roll from single-property investments into Caliber's diversified funds. This structure cleverly addresses the liquidity constraints that typically plague 1031 investments.
Self-storage represents a smart initial asset class - historically resilient with manageable operational complexity. Their plan to add climate-controlled units demonstrates a clear value-add strategy rather than just passive management. The Colorado location also aligns with their stated regional focus.
This program effectively complements their opportunity zone investing services, giving Caliber two distinct tax-advantaged investment products that can attract capital from wealthy investors seeking tax efficiency.
This 1031 Exchange program launch creates a potentially significant new revenue stream for Caliber. The
From a business model perspective, this program presents multiple revenue opportunities: acquisition fees, ongoing management fees, and development fees from the planned construction of additional climate-controlled units. The program also creates a structured pathway to grow assets under management (AUM) by allowing conversion into their diversified funds after two years.
While the announcement doesn't disclose fee structures or projected volume, this represents a logical extension of Caliber's core competencies in real estate acquisition and management. The program requires minimal additional infrastructure investment while leveraging their existing expertise.
The strategy targets high-net-worth investors seeking tax efficiency, a demographic with substantial investable assets. By offering both opportunity zone investments and now 1031 exchanges, Caliber positions itself as a specialist in tax-advantaged real estate - a growing niche as investors become increasingly tax-conscious.
Self-storage facilities generally provide steady cash flow with relatively low maintenance requirements compared to residential or office properties, potentially creating an attractive risk-return profile for both investors and Caliber as the manager.
Firm closes on its first asset with a
“Caliber has studied the 1031 exchange market for years and found a gap in the market where we could step in to serve the needs of investors,” said Chris Loeffler, CEO of Caliber. “That gap is offering a low-cost investment into a high-quality asset at our acquisition basis with options for liquidity after a short holding period.”
A 1031 exchange is a tax-deferral strategy that allows real estate investors to sell a property and reinvest all of the proceeds into a like-kind property while deferring capital gains taxes. It is widely used to preserve investment capital, facilitate portfolio growth, and optimize asset allocation. This strategy is particularly valuable for long-term investors looking to maximize returns, manage risk, or transition to more profitable properties while maintaining a favorable tax position. By utilizing 1031 exchanges, investors can defer capital gains taxes indefinitely.
Loeffler continued, “In our first transaction, we were able to match the needs of several investors into a high-quality asset in the time frame needed based on their individual exchange requirements. Caliber is managing this project and will help to administer and manage the asset through its project plan. With our in-house development and construction management capabilities, our team is well positioned to efficiently add value to the existing asset and produce a potentially attractive return. This new program underscores our commitment to growing Caliber’s AUM with quality income-producing assets while creating unique investment opportunities for professional financial advisors and Caliber’s clientele.”
In its first transaction, the Caliber 1031 Exchange executed a
Investors in 1031 exchanges often face a binary choice between a self-managed strategy acquiring a single asset or a highly distributed strategy through a Delaware Statutory Trust (DST). With Caliber’s expertise in opportunity zone investing and this new 1031 Exchange program, the firm now offers investors two unique ways to defer, reduce or eliminate capital gains taxes.
Unique to Caliber’s program, two years following the initial investment, investors may complete a follow-on tax-deferred 721 exchange into a diversified real estate fund managed by Caliber. This conversion option allows investors to exchange their share of a single asset into a diversified pool of assets with access to limited quarterly liquidity.
About Caliber (CaliberCos Inc.)
With more than
Forward-Looking Statements
This press release contains “forward-looking statements” that are subject to substantial risks and uncertainties. All statements, other than statements of historical fact, contained in this press release are forward-looking statements. Forward-looking statements contained in this press release may be identified by the use of words such as “anticipate,” “believe,” “contemplate,” “could,” “estimate,” “expect,” “intend,” “seek,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “target,” “aim,” “should,” "will” “would,” or the negative of these words or other similar expressions, although not all forward-looking statements contain these words. Forward-looking statements are based on the Company’s current expectations and are subject to inherent uncertainties, risks and assumptions that are difficult to predict. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. These and other risks and uncertainties are described more fully in the section titled “Risk Factors” in the final prospectus related to the Company’s public offering filed with the SEC and other reports filed with the SEC thereafter. Forward-looking statements contained in this announcement are made as of this date, and the Company undertakes no duty to update such information except as required under applicable law.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250327972134/en/
Caliber:
Victoria Rotondo
+1 480-295-7600
Victoria.Rotondo@caliberco.com
Media Relations:
Stephanie Forshee
Financial Profiles
+1 310-622-8230
SForshee@finprofiles.com
Source: Caliber
FAQ
What is the value of Caliber's (CWD) first 1031 Exchange transaction?
What unique feature does Caliber's (CWD) 1031 Exchange program offer after 2 years?
What types of properties does Caliber (CWD) focus on for 1031 Exchange investments?
How does Caliber (CWD) plan to add value to its first 1031 Exchange property?
