CaliberCos Inc. (CWD) Stock

CaliberCos Inc. (CWD) is a Real Estate stock trading at $0.55 (as of 2026-08-24), with a market capitalization of $5.68M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

CaliberCos Inc. operates as a real estate investment and asset management firm focused on middle-market assets. It creates, manages, and services proprietary alternative investment products—such as investment funds, private syndications, and direct investments—through an internal asset services group, serving investor clients including high net worth and accredited or qualified investors, family offices, and smaller institutions.

Understand CaliberCos Inc.: how it makes money

CaliberCos Inc. is a real estate investment and asset management firm that creates, manages, and services proprietary middle-market investment products (including middle-market investment funds, private syndications, and direct investments) for investors, with management and servicing handled by its in-house asset services group.

Its ability to generate returns depends on keeping proprietary middle-market real estate (and related) investment products active and performing, because its business is structured around creating, managing, and servicing those proprietary offerings through an in-house asset services group.

Business quality (Weak): The provided input includes a business description but no official reportable segment revenue breakdown and no operational KPIs to track, limiting visibility into the specific drivers of results beyond the latest-quarter operating margin.

Bull case

  • Proprietary, end-to-end involvement: It creates, manages, and services proprietary products for clients, with related management and servicing handled by its in-house asset services group.
  • Middle-market focus with diversified alternative investment types: It invests primarily in commercial real estate, qualified opportunity zones (QOZ), private equity, and debt facilities, and delivers alternative investments to high net worth, accredited, and qualified investors.

Bear case

  • Weak profitability in the latest quarter: For the period ending 2026-03-31, the operating margin is shown as -138.1.
  • Limited transparency in the provided data: No official segment revenue candidates or operational KPI candidates were provided, so investors cannot see which line items or operating metrics drove performance.
  • Exposure to alternative and real estate asset performance: Because its investments include commercial real estate, QOZ, private equity, and debt facilities, results can be affected by conditions and outcomes in these underlying markets.
Valuation — source: SEC EDGAR (first-party)
Price$0.55
Market Cap$5.68M
Price / Book0.16
Price / Sales0.35
DCF Value (model)$9.27
DCF Upside vs Price1593.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$20.10M
Net Margin-108.5%
Revenue Growth (YoY)-60.7%
EPS Growth (YoY)755.6%
Valuation vs Sector & Industry
Sector P/E (Real Estate)27.3
Industry P/E (Real Estate)29.6
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderGEODE CAPITAL MANAGEMENT, LLC ($75580.00)
Institutional Holders Tracked10
Company
SectorReal Estate
IndustryReal Estate
CEOJohn C. Loeffler
Employees81
CountryUS
IPO Date2023-05-18

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CWD earnings history · CWD institutional & insider holders · CWD KPIs & operating metrics · CWD financials · CWD investor presentations & press releases · CWD SEC filings · CWD peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.