CaliberCos Inc. announced the launch of its Core+ Growth & Income Fund, an income fund targeting investments in a diversified portfolio of real estate properties, real estate-related equity investments, and other real estate-related assets located in high-growth markets across the Southwest U.S. The Fund offers investors the opportunity to enjoy a certain level of liquidity, coupled with the potential returns of a moderate risk growth and income fund. Caliber's Core+ Fund will target investments in a "core" portfolio of stable, income-generating properties, such as apartment complexes, industrial, medical, and retail buildings. The "plus" part of the strategy refers to Caliber's ability to capitalize on assets that are underperforming, under managed, and/or underpriced, located in Southwestern growth markets.

Caliber will seek to opportunistically acquire cash-flowing real estate assets for the Fund at a discount to perceived current market value through its proprietary acquisition platform. The Fund will accumulate a diversified portfolio of real estate assets, including multifamily, industrial, medical, and retail. In addition, up to 25% of the Fund will be invested in publicly traded real estate investment trust (“REIT”) securities managed by the Fund's sub-advisor, Chilton Capital Management.

The minimum investment in the Fund is $50,000, and the Fund has been structured to accept qualified monies such as IRAs. Caliber's Core+ offers liquidity through quarterly redemption opportunities and a perpetual term. The Fund offers a differentiated investment strategy from Caliber's established funds, including Caliber Tax Advantaged Opportunity Zone Fund II, LLC and Caliber Opportunistic Growth Fund III, LLC, which are aggressive growth funds.

Caliber's Core+ Growth & Income Fund will invest in cash-flowing assets that are expected to generate regular dividends to the Fund's investors, with upside through appreciation. Due to an anticipated influx of opportunistically priced assets over the next 18 to 24 months, Caliber is offering Founder's shares to the initial investors in the Fund. Under this structure, the first $25 million invested will receive a 10% discount and the remainder of the Fund will be sold at par.