Since 2008, Caltech Team Members have executed a value add, U.S. focused distressed real estate investment program through a consecutive series of closed end funds. The first two of these funds are completed and the second fund is at different points in their life cycles although none of these funds are currently open to new investors. Through these value add vehicles, Caltech has invested in various property sectors, specializing in assets where it believes there is potential for income growth through repositioning, releasing, rehabilitation or development with appropriate risk dependent upon our view of demographic, employment and financial market trends.
Vintage Fund Equity Raised Status
2008 Fund I $8 million Completed
2010 Fund II $11 million Completed
In addition to its value-add funds, Caltech develops and manages portfolios based upon individual client goals and objectives. The investment strategies in these separately managed accounts focus on core, core-plus, debt or other special situation strategies.
Vintage Fund Equity Raised Status
2011 Separate Account I $25 million Active
