CaliberCos Inc.
CaliberCos Inc.
Your view on CWD
Overview
What the company does, where it operates, and who runs it.
About CaliberCos Inc.
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- John C. Loeffler II
- Headquarters
- 8901 E Mountain View Road, Scottsdale, AZ, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- John C. Loeffler II
- Headquarters
- 8901 E Mountain View Road, Scottsdale, AZ, US
CaliberCos Inc. is a real estate investment, and an asset management firm specializes in middle-market assets.
It serves its investor clients by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments, which are managed by the firm's in-house asset services group.
It invests primarily in commercial real estate, qualified opportunity zones (QOZ), private equity, and debt facilities.
It delivers a full suite of alternative investments to high net worth, accredited and qualified investors, as well as family offices and smaller institutions. CaliberCos Inc. was founded in 2009 and is headquartered in Scottsdale, Arizona.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for CaliberCos Inc., and the rating behind it. CWD last traded at $0.51; the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for CaliberCos Inc.. Starting points for CaliberCos Inc.: EPS -$2.16, beta -0.05 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for CaliberCos Inc.. CaliberCos Inc. does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for CaliberCos Inc.. Trailing twelve-month EPS for CaliberCos Inc. stands at -$2.16. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for CaliberCos Inc.. CaliberCos Inc. has reported as a listed company since 2023. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
CaliberCos Inc. valued side by side against its closest peers. CaliberCos Inc. is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold CaliberCos Inc., and how their positions are changing. At a $4.3M market value, institutional positions materially move CaliberCos Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by CaliberCos Inc. executives and directors. Shares of CaliberCos Inc. have traded between $1.63 and $48.00 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming CaliberCos Inc.. CaliberCos Inc. is a $4.3M Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming CaliberCos Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for CaliberCos Inc.. Coverage tracks CaliberCos Inc. within Asset Management (Financial Services). Press releases and market coverage, newest first.