Calvera Partners

We’ve invested approximately $85 million of investor equity in 16 multifamily real estate acquisitions in four states representing $200 million of value. We recently launched the Calvera Income and Growth Fund to offer a tax-efficient, wealth-building strategy. Learn More: https://hubs.la/Q02GlLyN0 Book a few minutes with Calvera Managing Principal, David Saxe: https://hubs.la/Q02GlLDt0

Calvera Partners specializes in rebranding and repositioning multifamily properties in carefully selected markets. Through the Calvera Income and Growth Fund, we invest our capital—and that of our investors—into apartment communities in high-growth areas with the highest potential for appreciation. The targeted result: Higher risk-adjusted returns to investors. Learn More: https://hubs.la/Q02GlDjd0 Book a few minutes with Calvera Managing Principal, David Saxe: https://hubs.la/Q02GlLGl0

The latest insights on distress in the multifamily market, valuation, and fundraising trends, hot and cold markets so far in 2024, and more. David Saxe and Brian Milovich provide their unique perspectives on the commercial real estate market and the multifamily investment environment. The presentation was hosted by Jordan Berger of CRE Daily. Listen to webinar: https://hubs.la/Q02GlMG_0 Book a few minutes with Calvera Managing Principal, David Saxe: https://hubs.la/Q02GlCs90

Since 1978. institutional real estate has returned, on average, 9.3% per year on rolling 10-year hold periods. It has never had a negative return viewing the data this way. And the lowest 10-year return was 6.1%. We invest in communities we believe are poised to thrive. Learn More: https://hubs.la/Q02Fw6QM0 Book a few minutes with Calvera Managing Principal, David Saxe: https://hubs.la/Q02Fw2qn0

The stock market is on a tear. The S&P 500 seems to hit a new high every week. It’s up 23% over one year and up 33% since October 2023. However, the multifamily real estate bull run hasn’t reappeared yet. It’s still 20-30% off highs from early 2022. Learn More: https://hubs.la/Q02Fw1sK0 Book a few minutes with Calvera Managing Principal, David Saxe: https://hubs.la/Q02Fw6Hq0

Calvera believes high-quality real estate should be owned for the long term. The Calvera Income and Growth Fund’s long-term strategy and perpetual fund structure mean that taxable gains can be deferred indefinitely, all while keeping investor money working, ideal for those who seek a tax-efficient, wealth-building strategy. Learn More: https://hubs.la/Q02Fw51J0 Book a few minutes with Calvera Managing Principal, David Saxe: https://hubs.la/Q02Fw5830

If you missed the runup in the S&P (or Bitcoin), how can you position yourself to take advantage of a recovery in the real estate market? Apartment values have declined 20-30% since 2022. Learn More: https://hubs.la/Q02FBHtT0 Book a few minutes with Calvera Managing Principal, David Saxe: https://hubs.la/Q02FBMLB0 David Saxe Brian Milovich Brian Chuck

2021 was a big year for apartment purchases, and euphoria ran wild. Inflationary rent growth and near-zero interest rates fueled aggressive purchase activity. Those acquisitions were financed with short-term, floating-rate bridge debt, and 2024 marks the end of the initial 3-year term for those loans. Instead of extending the loans further, a sale will be the only palatable option. Learn More: https://hubs.ly/Q02Ftst90 Book a few minutes with Calvera Managing Principal, David Saxe: https://hubs.ly/Q02FtmxB0

The In the Media section is an important information source. You can read about: ✓ Calvera acquisitions ✓ Calvera fund news ✓ Calvera deal updates ✓ Strategic updates ✓ Important market news Visit In the Media: https://hubs.la/Q02Fg3Jc0 Book a few minutes with Calvera Managing Principal, David Saxe: https://hubs.la/Q02Fg8N00

Much of our Multifamily wisdom can be found in the Insights section of the Calvera library. It includes posts such as: ✓ How to Invest Like the Pros ✓ Winning the Deal ✓ Why Real Estate is the Next Asset Class to Outperform ✓ Opportunity Cost of Cash ✓ Urban Investing Challenges Create Upside Visit the Calvera Insights section: https://hubs.la/Q02F198k0 Book a few minutes with Calvera Managing Principal, David Saxe: https://hubs.la/Q02F16f40