Understanding the Power of Customized Engagement

CalTier Realty Fund talks about why customized investor engagement is critical and how an educational component puts investors in the driver's seat.

Video Transcript

Matt Belcher: Right. We don't tend to sell our fund. What we tend to do is sell the benefits of commercial real estate and multi-family, and then all the ancillary pieces around it. So, you know, self-direct IRA is, is a great example. And probably of the biggest of, well, if you're going to do this, why not do it through that? And then here's an expert that can tell you more information about that. One way that we do do that is that customized engagement piece, which I know we, we talked about, but, you know, just getting down to the nitty-gritty on it. I mean, you can actually send an automated email if you want, right? When someone's done a certain action on the site and that's, you know, we're still learning that, Seth, about what's really the best way of doing that. But the fact that it's there as a feature and a function so you know, someone clicks on the Alto sign-up and then they let's say they don't go through, we would send them an email saying, was there something we can answer and help them? And like I say, nine times out of 10, they're gonna want the question. The answer is going to be yes to the question. And, and it's also a thankful, yes, but for me, it's all about education. I don't need to convince anybody that multi-family commercial real estate is a good investment. That's not my job. My job is to provide them, to show them the information and they can make their own decision. So we're, we're very educational-based. That's, that's, that's really that's. That is honestly just, that's the number one thing we do. We're just talking to them about, this is how it looks. This is what it does. It's up to you, how you want to make your decision in life or anything.

AN OFFERING STATEMENT REGARDING THIS OFFERING HAS BEEN FILED WITH THE SEC. THE SEC HAS QUALIFIED THAT OFFERING STATEMENT, WHICH ONLY MEANS THAT THE COMPANY MAY MAKE SALES OF THE SECURITIES DESCRIBED BY THE OFFERING STATEMENT. IT DOES NOT MEAN THAT THE SEC HAS APPROVED, PASSED UPON THE MERITS OR PASSED UPON THE ACCURACY OR COMPLETENESS OF THE INFORMATION IN THE OFFERING STATEMENT. YOU MAY OBTAIN A COPY OF THE OFFERING CIRCULAR THAT IS PART OF THAT OFFERING STATEMENT FROM: The SEC

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