CaliberCos (CWD)
Sponsors and manages private middle-market real-estate funds and related development services.
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Sponsors private U.S. real-estate funds across hospitality, residential, commercial and credit assets, earning recurring management fees and transaction-based fees from development, construction, brokerage and financing. A vertically integrated Platform combines fund management with capital formation and project execution.
Manages and sponsors private, middle-market U.S. real-estate funds across hospitality, residential, commercial real estate and credit. The Platform sources capital from accredited and high-net-worth investors, advisers, family offices and smaller institutions, then earns fund-management fees alongside development, construction-management, brokerage and financing fees. Its approach combines investment evaluation, development and client service, with third parties carrying more standardized, higher-volume work.
Operates chiefly in Arizona, Colorado and Texas for multifamily and industrial assets, while hospitality investments are nationwide, focused on population- and job-growth markets. Performance allocations depend on fund results and realization events, and development requires outside equity, debt, approvals and construction execution. The company also holds LINK under a digital-asset treasury policy, separate from its core real-estate business.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.4M · Total debt $130.8M · Total assets $177.7M · Shareholders' equity −$1.4M
- Revenue
- $4.1M
- Operating income
- −$4.1M
- Net income
- −$3.4M
No dividends on record.
| Institutions | 2.92% | 302.9K shares | |
|---|---|---|---|
| 16 holders · as of Jun 30, 2026 | |||
| Insiders | 0.85% | 87.9K shares | |
| 4 holders · as of Jun 23, 2026 | |||
| Other | 96.23% | 9.99M shares | |
| remainder | |||
10.38M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (10.38M in the company's Sep 22, 2026 report, 8.47M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Susquehanna International Group, LLPInstitution | 0.54% | 56,489 | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 0.53% | 55,390 | as of Jun 30, 2026 |
Jade LeungInsiderofficer: CFO | 0.50% | 32,178 · 19,496 | filed Apr 10, 2025 |
Vanguard Capital Management LLCInstitution | 0.35% | 36,497 | as of Jun 30, 2026 |
Vanguard Fiduciary Trust CoInstitution | 0.34% | 35,759 | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- GCM Grosvenor
Middle-market real-estate funds and deal capital overlap.
- The RMR Group
Fee-based real-estate management and operating services overlap.
- Ares Management
Private real-estate equity, debt and non-traded REITs vie for capital.
- Blackstone
Large real-estate funds, Core+ vehicles and debt compete for capital.
- KKR
Core, Core Plus and opportunistic real-estate capital overlap.
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| CaliberCos | $0.7153 | +0.73% | $4.4M | — | 6.5 | 0.4 | −17.3% |
| GCM Grosvenor | $13.23 | −0.08% | $812.4M | 25.6 | 13.0 | 1.4 | +12.2% |
| The RMR Group | $19.32 | −0.05% | $303.3M | 16.5 | 26.5 | 0.5 | −0.8% |
| Ares Management | $124.72 | −0.02% | $41.60B | 52.6 | 19.2 | 6.5 | +5.8% |
| Blackstone | $124.87 | +0.66% | $152.70B | 28.1 | 19.3 | 9.5 | +2.4% |
| KKR | $98.44 | −0.03% | $90.53B | 31.7 | 14.0 | 4.3 | −44.8% |
| Median | 28.1 | 19.2 | 4.3 | +2.4% |