Image: About the Firm

Ability to Create Value

CALCAP has been able to provide investors with outstanding returns over the past 10 years.   Our core strategies actively create alpha for high net worth individual and institutional investors.

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Deep Relationships. Strong Reputation.

We are consistently able to leverage our extensive network to identify quality investment opportunities and strategically position those opportunities to maximize investor returns.

Data Driven Intelligence Met With Deal Savvy Experience

Utilizing proprietary modeling to analyze and evaluate investment opportunities and supported by best practice due diligence processes, CALCAP’s risk management platform manages and mitigates credit, market, and operations risk.  We analyze the downside risk first, before focusing on potential upside.

Image: Disciplined Exit Processes

Proven Track Record

CALCAP constantly monitors market activity, market demographics, pricing trends, and key economic indicators to drive investment decision making. In our lending business, we analyze market conditions, trends, and loan performance to assess the adequacy of our underwriting  guidelines and operating procedures.

Corporate Giving and Social Mission

In keeping with our Mission of “enhancing the lives of residents and improving the neighborhoods where we invest”, the CALCAP CARES program encourages employees to find a way to give back through PTO donations and volunteer hours. By working together, we can build stronger communities. All of our employees, residents, and family members are encouraged to participate.

We have created “GiveTime4Autism” as the initial program which will allow employees the ability to donate unused vacation and sick days for a very worthy cause.

Investment Philosophy

  • Preserve capital
  • Maintain culture of accountability
  • Set clear investment goals
  • Identify opportunities which present the most likely case for delivering stated objectives and results
  • Create alpha while managing risk
  • Provide transparency in everything we do

Investment Objectives

  • Maintain a deep understanding of the markets we invest in
  • Maintain a disciplined and subjective investment decision making process
  • Maintain and communicate reasonable expectations to investors

Investment Strategy

  • Focus on markets with strong population and employment growth projections, with solid economic drivers and industry diversification
  • Focus on demographically driven real estate investments
  • Focus on investments that generate current income with potential for capital appreciation using  conservative assumptions
Management Disciplines

Meet CALCAP

OUR TEAM
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