Overview
Caliber Core+ Growth & Income Fund, LLC is a diversified, evergreen real estate investment vehicle designed to balance current income with long-term capital appreciation. The Fund invests across a broad mix of stabilized and lightly value-enhanced real estate assets, REIT interests, and real estate-related securities, with exposure to multifamily, industrial, retail, and commercial properties. The strategy emphasizes capital preservation, disciplined acquisition pricing, and incremental growth through operational efficiencies and selective enhancements.
The Fund pursues core and core-plus investments, often acquiring assets at or below replacement cost with existing cash flow and limited development risk. This positioning supports durability across market cycles while retaining flexibility to deploy capital opportunistically.
Offering Structure and Distribution
The Fund is offered on a continuous, best-efforts basis with multiple unit classes structured to accommodate both retail and institutional investors. Distribution occurs through registered representatives, investment advisers, and wholesale relationships.
TOBIN & Company Securities LLC serves as Managing Broker-Dealer, supporting both retail and institutional channels. TOBIN supervises Caliber’s registered representatives, whose FINRA licenses are held with TOBIN, and also supports third-party selling group members and wholesale participants.
Role of TOBIN
As Managing Broker-Dealer, TOBIN oversaw the offering and the issuer’s processes as they relate to U.S. securities laws. The firm focused on the integrity of disclosures, the suitability of the investment for each participating investor, and compliance with Regulation D and the SEC’s Best Interest obligations for retail investors.
TOBIN reviewed and approved the private placement memorandum, supplements, FactRight due diligence report, investor reports, and sales materials. The firm evaluated selling compensation structures, supported both retail and wholesale distribution mechanics, and provided ongoing broker-dealer supervision throughout the life of the offering.
This engagement reflects TOBIN’s operationally generous, high-touch approach—supporting sponsors, protecting investors, and faithfully supporting registered representatives while maintaining rigorous regulatory standards.
Outcome
The Caliber Core+ Growth & Income Fund demonstrates TOBIN’s ability to support sophisticated, evergreen real estate vehicles that blend income stability with growth potential across multiple investor channels.
