Why “External CIO?”
Many real estate organizations want an independent, experienced Chief Investment Officer and
asset management team, but don’t have the deal flow, fee income or cash flow to justify the
$ millions this costs.
PROBLEM
Difficulty Of Navigating The Complex Investment World And Assessing Risks Properly
- Hiring a CIO and an investment team is a lengthy and capital-intensive process, itself fraught with risk.
- CIO’s short/long term compensation can be misaligned to the financial goals of the organization.
- Not hiring a CIO means being at the mercy of the brokerage and legal community and frequently results in missed opportunities or risk masked deals which erode profitability and confidence.
WHAT IS NEEDED?
A systematic approach to creating deal flow, analyzing them, presenting to investors and closing with the right structure / capital as well as independent vetting of partners.
Experience and creativity in executing deals in a timely and professional manner
SOLUTION
An “External CIO” with a successful investment track record and expertise whose compensation is tied to your financial gain for ultimate alignment of interest and accountability
For a fraction of the cost of hiring a full-time team, Caldera offers all the services and knowledge you would expect from a chief investment officer + a trained analyst team, so you can concentrate on what matters most:
Running and Growing your Business & Wealth
