Caliber Opportunistic Growth Fund, LLC (the “Fund”) is a diversified private real estate investment vehicle pursuing a growth-oriented, opportunistic strategy across development, adaptive reuse, value-add, and distressed real estate investments. Leveraging Caliber’s experience managing prior multi-asset platforms, the Fund was structured to invest across multiple property types—including multifamily, commercial, medical, hospitality, and mixed-use assets—primarily throughout the Southwestern United States.
The Fund’s investment strategy emphasizes flexibility and selectivity, targeting assets with a combination of existing cash flow and identifiable upside through operational improvements, repositioning, or development execution. The portfolio construction approach was designed to allow Caliber to respond to changing market conditions, including shifts in inflation, interest rates, and capital availability, while maintaining disciplined acquisition and underwriting standards.
The Fund was structured as a multi-class offering with a capped raise, intended to accommodate participation across retail, RIA, and institutional channels while maintaining focused management oversight across a curated set of investments. Capital was raised through both retail and wholesale distribution pathways.
As Managing Broker-Dealer, TOBIN oversaw the offering and the issuer’s processes as they related 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 applicable securities laws and regulations. TOBIN reviewed and approved the private placement memorandum, supplements, FactRight due diligence reports, investor communications, and marketing materials, ensuring that investment objectives, risks, fee structures, and assumptions were clearly and consistently disclosed.
TOBIN supported retail investor participation directly by serving as the broker-dealer for Caliber-affiliated registered representatives, providing supervision, education, and ongoing regulatory support. TOBIN also supported Caliber’s internal wholesale representatives responsible for distribution to selling group member broker-dealers, ensuring alignment across sales channels and consistency of disclosures.
In parallel, TOBIN supervised wholesale distribution by executing selling group agreements with independent broker-dealers, distributing approved selling materials, administering commissions and reallowance fees, and serving as the primary operational point of contact for selling group members.
This engagement reflects TOBIN’s operationally generous, high-touch approach—supporting sponsors, protecting investors, and faithfully supporting registered representatives while maintaining rigorous regulatory standards. The Caliber Opportunistic Growth Fund demonstrates TOBIN’s ability to support complex, multi-channel capital formation efforts for diversified, opportunistic real estate strategies.
