Financial Disclosures
FOR INFORMATIONAL PURPOSES ONLY
DISCLAIMER: Securities offered through Wealthforge Securities LLC - Member FINRA/SIPC. Calamar and Wealthforge are not affiliates. This document, which is being provided on a confidential basis, shall not constitute an offer to sell or the solicitation of any offer to buy an interest in Calamar Lifestyle Senior Residence Fund II, which may only be made at the time of qualified offeree receives a confidential offering memorandum, which contains important information (including investment objective, policies, risk factors, fees and relevant qualifications, and only in those jurisdictions where permitted by law). In the case of any inconsistency between the descriptions or terms in this document and the offering memorandum, the offering memorandum shall control. These securities shall not be offered or sold in any jurisdiction in which such offer, solicitation or sale would be unlawful until the requirements of the laws of such jurisdiction have been satisfied. This document is not intended for public use or distribution. While all of the information prepared in this document is believed to be accurate, Calamar Capital Services, LLC makes no express warranty as to the completeness or accuracy of this document, nor can it accept responsibility for errors appearing in this document.
An investment in the fund is speculative and involves a high degree of risk. Opportunities for withdrawal, redemption and transferability of interests are restricted, so investors may not have access to capital when it is needed. There is no secondary market for the interests, and none is expected to develop. The portfolio, which is under the sole authority of Calamar Capital Services, LLC, is primarily invested in real estate markets and this lack of diversification may result in higher risk. Leverage may be employed in the portfolio, which can make investment performance volatile. An investor should not make an investment, unless it is prepared to lose all or a substantial portion of its investment. The fees and expenses charged in connection with this investment may be higher than the fees and expenses of other investment alternatives and may offset profits. There is no guarantee that the investment objective will be achieved. Moreover, the past performance (if any) of the investment team should not be construed as an indicator of future performance. Any projections, market outlooks or estimates in this document are forward looking statements and are based upon certain assumptions. Other events which were not taken into account may occur and may significantly affect the returns or performance of the fund.Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. The information provided herein, including, without limitation, investment strategies, investment restrictions and parameters, and investment and other personnel, may be modified, terminated or supplemented at any time without further notice in a manner which Calamar Capital Services, LLC believes is consistent with its overall investment objective.
Calamar Capital Services, LLC (“CCS”) is an investment advisor that directs, invests, partners and assists in the capitalization, investment, and financing of real estate for its own portfolio as well as its third-party clients.
CCS is an affiliate of Calamar Financial Group, LLC (“CFG”). CFG is a registered broker-dealer, member FINRA and SIPC, offering financial services to institutional and private investors. Securities offered through CFG, whose office is located at 3949 Forest Parkway, Suite 300, Wheatfield, NY 14120.
Both CCS and CFG are subsidiaries of Calamar Enterprises, Inc. Calamar Enterprises, Inc. designs and builds real estate properties. The company offers development, construction, asset management, and finance and investment services and solutions for both commercial and residential properties. Calamar Enterprises offers services throughout Northeast and MidWest United States and Southern Ontario, Canada.
The information on this website was made for informational purposes only and is not intended to be an offer or solicitation for the purchase or sale of any security, or a recommendation or endorsement of any security or issuer, nor is it intended to constitute investment advice, and should not be construed as such. Past performance does not guarantee future results.
All investments involve risk, including loss of principal and illiquidity, and there is no guarantee that investment objectives will be met. It is important to review your investment objectives, risk tolerance and liquidity needs before choosing an investment style or manager. Investments related to senior housing can include the following risks, such as leverage risk, market risk, financing and interest rate risk, foreclosure risk, operational risk, insurance risk, demographic risks, health and safety risks, regulatory risk, environmental risk, conflicts of interest risk, liquidity risk, among others. Please consult the offering document to review the risks associated with this investment in detail.