CaliberCos Inc. (CWD) Research

CaliberCos Inc., established in 2009 and headquartered in Scottsdale, Arizona, functions as a real estate investment and asset management firm with a specific focus on middle-market assets. The company caters to a sophisticated client base, including high-net-worth, accredited, and qualified investors, family offices, and smaller institutions, by offering a comprehensive range of alternative investment solutions. Through its dedicated in-house asset services group, CaliberCos develops, oversees, and maintains proprietary investment vehicles such as middle-market funds, private syndications, and direct investments. Its core investment strategy targets commercial real estate, Qualified Opportunity Zones (QOZs), private equity ventures, and various debt facilities.

Market snapshot

Symbol
CWD
Price
$0.75
Day change
-4.03%
Market cap
$875.1K
P/E ratio
-0.10x
52-week range
0.727-48
Sector
Financial Services
Industry
Asset Management
Next earnings
in 2 months

Peer companies

  • Avantax, Inc. (AVTA)
  • Beneficient (BENF)
  • Charlton Aria Acquisition Corporation (CHARR)
  • Eureka Acquisition Corp Class A Ordinary Share (EURK)
  • McKinley Acquisition Corporation Rights (MKLYR)
  • Pelican Acquisition Corporation Ordinary Shares (PELI)
  • Pantages Capital Acquisition Corp (PGAC)
  • Quantumsphere Acquisition Corp. Ordinary Shares (QUMS)

Recent insider activity

  • Taylor Lawrence X. III — A-Award (23658 shares) on 2026-05-20
  • GERBER WILLIAM J — A-Award (23658 shares) on 2026-05-20
  • JAMES GREGORY RANDOLPH — trade (0 shares) on 2025-07-07
  • JAMES GREGORY RANDOLPH — trade (8039 shares) on 2025-10-14
  • Trzupek Michael — A-Award (5052 shares) on 2025-06-17

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