Caliber selects Pereview as their new asset management solution

by | May 14, 2019 | Client Spotlight

DALLAS, May 14, 2019 – Caliber – The Wealth Development Company has chosen Pereview Software by Saxony Partners to support their growing hospitality, commercial, and residential real estate portfolio across their multiple tax-advantaged, growth and income funds.

The Scottsdale, Arizona-based company was founded in 2009 and has more than $400 million in assets under management and an additional $500 million in assets under development throughout the Southwestern United States, with plans to reach $2 billion in the near term.  Its growth is being fueled as one of the first qualified opportunity zone fund sponsors in the country that is actively raising and deploying capital.


“Caliber is committed to managing our assets as effectively and efficiently as possible to maintain healthy investor profits” said Jennifer Schrader, Caliber’s President, COO, and Co-Founder. “We are an expanding company always seeking strategies to be more efficient and Pereview was the clear choice to facilitate our growth.”

Pereview Software by Saxony Partners is the only commercial real estate software that covers the life of the asset, from acquisition to disposition. It allows companies to integrate their existing data (including data stored in Excel) into one secure, cloud-based system, establishing a single source of truth and providing a platform for dynamic reporting. As a result, Pereview clients grow assets under management (AUM) without adding headcount, and without spending hundreds of hours on repeatable, regular reporting.

“With multiple closed and open-ended funds across multiple asset classes, Pereview gives us the ultimate ability to consolidate all property data into our very own dashboards and customized reports,” Schrader said. “It will allow us to focus on growing our AUM without worrying about increased staffing costs. Pereview is a strategic member of our team now.”

Daryl Pitts, Pereview’s senior vice president of sales, agrees that the software platform’s unique ability to corral data from the property level to investor level, and all across the life-of-the-asset, will serve the Caliber team well.

“We are excited to be partnering with Caliber and providing the foundational software platform they need to grow and do amazing things,” Pitts said.