CalChoice Investments

What CalChoice Investments does

CalChoice Investments is a Chino Hills, California-based private land banking firm that has operated for over 15 years (founded circa 2008) with a single concentrated thesis: acquiring pre-developed land in the Antelope Valley (Palmdale/Lancaster) region of Los Angeles County before competitive developer demand arrives, then holding parcels for a 7–10 year period before sale at a markup. The firm owns all properties outright before selling them to clients through a direct, for-sale-by-owner (FSBO) channel—eliminating third-party broker commissions—with a minimum parcel purchase of $40,000 per fractional or full stake. Properties are transacted under Tenancy in Common (TIC) agreements that allow multiple investors to hold shared percentage interests in a single parcel. The client base consists of individual investors and families seeking long-term, tangible wealth-building assets, including a sub-segment of IRA/401k account holders who use self-directed retirement vehicles via a preferred custodian relationship. The firm has served hundreds of clients and has built proprietary forecasting capability grounded in 17+ years of local property sales data covering more than 9,000 transactions, leveraging demographic patterns, transportation funding, geographic constraints, and civic leadership signals to project the path of regional growth.

Business model revenue is generated primarily through one-time land parcel sales, supplemented by recurring annual property taxes (approximately 1.25% of purchase price), an estimated $1,200 in closing costs per transaction, and a $295 annual custodial fee for self-directed IRA purchases. The go-to-market is sales-led: a 30-minute educational Zoom webinar led by a Land Banking Specialist functions as the top-of-funnel, moving prospects through named stages (GPS / On Ramp / Cruise Control / Destination) before and after purchase. Distribution relies entirely on direct sales, supported by SEO-optimized website pages, an active blog covering Antelope Valley development news, and annual email communications. Documents are signed remotely via mobile devices, allowing clients to participate from outside the U.S.

CalChoice Investments is led by CEO Andre Vicario and CFO/CXO Kimberly Vicario, with a workforce of 11–50 employees at the Chino Hills headquarters. The firm has been recognized on the Inc. 5000 list for two consecutive years, signaling recent growth from a small base. Revenue is not publicly disclosed; pricing models, retention mechanics, and customer concentration are all anchored in a small distributed base of individual investors rather than enterprise accounts.

Name

CalChoice Investments

Legal name

CalChoice Investments

Website

https://calchoiceinvestments.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

CalChoice Investments is a private California land banking firm that acquires pre-developed parcels in the Antelope Valley (Palmdale/Lancaster) and sells fractional or full ownership stakes to individual investors and self-directed IRA/401k holders via Tenancy in Common agreements, with a 7–10 year hold.

Ownership category

akta.pro rank

Product category

Land Banking / Real Estate Investment

NAICS

Other Investment Pools and Funds (5259)

SIC

Real Estate Dealers (For Their Own Account) (6532)

akta.pro industry

PRIMARYFSAAAKAL

Real Assets — Operating Platforms & Direct Investments

Financial & Insurance/Asset & Wealth Management/Asset Management — Real Assets (Real Estate, Infrastructure, Natural Resources)

SECONDARYFSANAEAI

Real Estate Funds — Opportunistic / Development

Financial & Insurance/Private Equity & Venture Capital/Real Assets Funds (Infrastructure, Real Estate, Energy)

Keywords

• Land banking services
• Pre-developed land sales
• Self-directed IRA investing
• Tenancy in common ownership
• Real estate investment

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Supply Chain, Operations, Personnel, Marketing or Sales, Others

Revenue model

1. Land Banking / Property Sales: CalChoice Investments acquires pre-developed land, owns it outright, and then sells fractional or full parcel ownership to clients. Revenue is generated through the transaction of selling land parcels to clients. The company does not list clients' properties for sale; instead, it holds land until a developer presents a credible offer and facilitates the sale.
2. Holding Period Services (Annual Fees): Ongoing annual fees during the 7–10 year holding period include approximately 1.25% annual property taxes on purchase price and a $295 annual custodial fee for self-directed IRA purchases. Estimated closing costs of $1,200 are charged at purchase. These fees are ancillary to the primary land sale revenue.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

CalChoice Investments acquires pre-developed land parcels in growth-path areas of Los Angeles County's Antelope Valley (Palmdale/Lancaster), holds them for 7–10 years, then sells fractional or full parcels directly to individual investors through Tenancy in Common (TIC) agreements. Investors can purchase with cash or via qualified retirement accounts (IRA, 401k, SEP IRA) through a self-directed IRA arrangement. The minimum investment is $40,000, with annual property taxes (~1.25%), a $295 custodial fee for IRA purchases, and $1,200 estimated closing costs.

Product overview

CalChoice Investments operates as a single-product real estate investment firm centered on land banking—acquiring pre-developed land in strategic growth areas of Los Angeles County (specifically Palmdale and Lancaster in the Antelope Valley) before development demand arrives, then holding for 7-10 years to sell at profit. The core offering is the Land Banking service, which is available via two purchase paths: Qualified Purchase (using retirement accounts like IRA, 401k, SEP IRA) or Cash Purchase. Properties are sold through Tenancy in Common (TIC) agreements, allowing fractional ownership. The minimum investment is $40,000, and the firm provides ancillary services including annual property evaluations, newsletters, and sale facilitation when developer offers are received. The company has been recognized on the Inc. 5000 list for two consecutive years.

Differentiator

Problem solved

Functional benefit

Products and services

• Land Banking Investment Program Core offering in which CalChoice Investments acquires pre-developed land in growth-path areas of Los Angeles County (Antelope Valley / Palmdale / Lancaster), holds parcels for 7–10 years, and resells them directly to individual investors via Tenancy in Common (TIC) fractional ownership or whole-parcel sales. Minimum purchase $40,000, with an Inc. 5000-recognized service process including a 30-minute educational webinar, on-ramp purchase processing, holding period, and destination cash-out when a credible developer offer arrives.
• Self-Directed IRA / Qualified Retirement Account Purchase Facilitation Specialized service that moves client funds from qualified retirement accounts (Traditional IRA, SEP IRA, SIMPLE IRA, 401(k), 403(b), Defined Benefit accounts) to a preferred custodian, enabling tax-advantaged land purchases inside the retirement account. Includes a $295 annual custodial fee. Targets retirement account holders seeking real estate exposure without tax penalties or additional out-of-pocket capital.

Quantifiable outcome

• Double-digit annual returns on average over 17 years of property sales analysis
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators7 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• 1Patriot: 1Patriot is a California-based land investment firm that acquires and resells land directly to individual investors, often via fractional offerings. It is a strong direct peer because it operates the same principal-dealer/FSBO land-resale model that CalChoice uses.
• Rocket Dollar: Rocket Dollar is a self-directed IRA/401(k) platform that enables account holders to invest retirement balances into alternative assets including real estate. It is a direct functional peer on the IRA-funded land-purchase facilitation side of CalChoice's model.
• Equity Trust Company: Equity Trust is a leading self-directed IRA custodian that routinely facilitates real-estate purchases from retirement accounts. It is a direct peer in CalChoice's 'Qualified Purchase' purchase path, where a preferred custodian facilitates IRA-funded land acquisition.
• AcreTrader: AcreTrader is an online platform that lets individual investors buy fractional interests in farmland and other land parcels, with a forecasting and data-driven acquisition thesis. It is the most direct online land-investing comparable to CalChoice's TIC-based fractional land model.
• FarmTogether: FarmTogether offers fractional ownership of agricultural land to individual investors, with deal-by-deal offerings and a thesis-driven acquisition approach. It mirrors CalChoice's principal-deal, fractional-ownership land-investing model, although focused on farmland rather than Antelope Valley developable parcels.

Broad incumbents

• Roofstock: Roofstock operates a marketplace for single-family rental investment and broader real-estate investing tools aimed at individual investors. It overlaps with CalChoice's investor base in the 'alternative wealth-building via real estate' positioning, but at much larger scale and focused on income-producing rentals.
• Fundrise: Fundrise is a large real-estate crowdfunding platform offering individual investors exposure to diversified private real-estate funds. It is a broader incumbent peer that competes for the same investor dollars seeking alternatives to public markets, even though it is not focused on raw land.

Emerging players

• LandModo: LandModo is an online marketplace where owners sell land directly to buyers, often to land investors and flippers. It is an emerging player because it operates in the same 'buy/sell parcels as principal' lane as CalChoice, but primarily as a listing/marketplace layer rather than a forecasting-led dealer.
• Tellus: Tellus offers individual investors a yield-focused real-estate investment app with diversified strategies. It is an emerging peer to CalChoice on the retail-investor real-estate-alternatives side, with overlapping customer messaging around diversification away from public markets.
• Arrived: Arrived offers fractional ownership of single-family rental homes to individual investors, using an online deal-by-deal model. It is an emerging peer because, while it targets real estate for individual investors, its asset class (rentals) differs from CalChoice's undeveloped land thesis.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/calchoiceinvest

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CalChoice Investments