Commercial Real Estate Investing with Jonathan Bui of Caliber Funds

In the video, Foxstone Financial's President, Christian Ravsten spoke with the VP of Capital Markets at Caliber Funds, Jonathan Bui about Real Estate and the diversification benefits for client portfolios. Caliber offers a diversified portfolio of commercial real estate properties, real estate-related equity investments and other real estate-related assets.

Freedom4^TM

As a reminder, Freedom4^TM is Foxstone's proprietary flexible quadrant-based investment allocation system. Each box, or quadrant, contains different types of investments, which are built for different purposes, different risk factors and different time frames. In most circumstances, each quadrant is also weighted differently to reflect each client’s specific needs in purpose, goals, risk tolerance, and time factors. 

The Alternative quadrant can contain many different types of investments and is completely dependent on the clients’ needs, risk tolerance and time frames. These alternatives are uncorrelated compliments to other investments in the portfolio. Real Estate investments would fall into this quadrant.

For more information on Foxstone, our Freedom4^TM quadrant, and the role alternatives play in your portfolio, please schedule a call below.

This podcast is for informational and educational purposes only and is not intended as investment advice. The information is provided solely to introduce the issuer to accredited investors and to determine whether they would like additional information regarding the issuer and its offerings.  It may include statements concerning issuer expectations, objectives, goals, strategies, assumptions of future financial performance, or growth and other statements that are not historical facts.  These statements are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.   

 The contents of this communication do not constitute an offer to securities or a solicitation of an offer to buy securities, offers can be made only by the Private Placement Memorandum (the ‘PPM”) which is available upon request. 

Any comments about performance or returns should not be viewed as indicative of future results.  Direct and indirect purchase of commercial real estate involves significant risk.  Refer to the PPM for a detailed description of risk factors. 

Securities offered through Skyway Capital Markets, LLC (“Skyway”), member FINRA/SIPC.   Jonathan Bui is a registered representative of Skyway. 

Christian Ravsten is an investment advisor representative with Foxstone Financial, a state registered investment adviser firm and is independent and unaffiliated with Skyway.