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Caliber Companies

Caliber is a leading investment company providing a full suite of real estate services. Caliber owns, operates, and invests both on its own and through individual operating companies. In addition, Caliber manages all aspects of the real estate investment deal continuum including fundraising, asset acquisition, construction and development, property management, asset management, brokerage services, and asset disposition.

Associated Speakers

Chris Loeffler
CEO and Co Founder
Conor Donohue
Vice President of Wealth Development
John Hartman
Chief Investment Officer (CIO)
Greg Talcott
Senior Vice President, Private Client

Past Speaking Events

  • Opportunity Zone Investing: Key Concepts for Investors
    March 16, 2023
    13:00 PM - 13:30 PM
    Keynote
    View Details

    Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.

    • What the opportunity zone program is and how investors can take advantage of its tax benefits
    • Where the best opportunity zones are located and why it matters in terms of securing investments
    • Why private equity allows for more versatility as funds are controlled and maintained by expert managers, as opposed to direct ownership
    • Real life examples of opportunity zone projects
    • How you can diversify your portfolio while deferring capital gains taxes

    Speakers: Conor Donohue

  • Opportunity Zone Investing: Key Concepts for Investors
    February 17, 2023
    13:00 PM - 13:30 PM
    Keynote
    View Details

    Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.

    • What the opportunity zone program is and how investors can take advantage of its tax benefits
    • Where the best opportunity zones are located and why it matters in terms of securing investments
    • Why private equity allows for more versatility as funds are controlled and maintained by expert managers, as opposed to direct ownership
    • Real life examples of opportunity zone projects
    • How you can diversify your portfolio while deferring capital gains taxes

    Speakers: Greg Talcott

  • How to Make Fixed Income from Opportunity Zones
    September 30, 2021
    11:00 AM - 11:30 AM
    Keynote
    View Details

    Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.

    • What the opportunity zone program is and how investors can take advantage of its tax benefits
    • Where the best opportunity zones are located and why it matters in terms of securing investments
    • Why private equity allows for more versatility as funds are controlled and maintained by expert managers, as opposed to direct ownership
    • The common mistakes that business owners and executives make and how these errors impact investments
    • What the illiquidity premium is and how illiquid assets may result in higher returns
  • Opportunity Zones and Real Estate Private Equity: Key Concepts for Investors
    September 09, 2021
    13:00 PM - 14:00 PM
    Webcast
    View Details

    Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.

    • What the opportunity zone program is and how investors can take advantage of its tax benefits
    • Where the best opportunity zones are located and why it matters in terms of securing investments
    • Why private equity allows for more versatility as funds are controlled and maintained by expert managers, as opposed to direct ownership
    • The common mistakes that business owners and executives make and how these errors impact investments
    • What the illiquidity premium is and how illiquid assets may result in higher returns

    Speakers: Chris Loeffler