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Upturn AI SWOT - About
CaliberCos Inc. Class A Common Stock (CWD)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/15/2025: CWD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $7
1 Year Target Price $7
| 1 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -59.12% | Avg. Invested days 13 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 18.09M USD | Price to earnings Ratio - | 1Y Target Price 7 |
Price to earnings Ratio - | 1Y Target Price 7 | ||
Volume (30-day avg) 1 | Beta -0.46 | 52 Weeks Range 1.63 - 15.80 | Updated Date 10/17/2025 |
52 Weeks Range 1.63 - 15.80 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -18.13 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -64.81% | Operating Margin (TTM) -36.03% |
Management Effectiveness
Return on Assets (TTM) -4.38% | Return on Equity (TTM) -54.5% |
Valuation
Trailing PE - | Forward PE 15.34 | Enterprise Value 87617788 | Price to Sales(TTM) 0.56 |
Enterprise Value 87617788 | Price to Sales(TTM) 0.56 | ||
Enterprise Value to Revenue 2.64 | Enterprise Value to EBITDA -17.36 | Shares Outstanding 4598509 | Shares Floating 2146099 |
Shares Outstanding 4598509 | Shares Floating 2146099 | ||
Percent Insiders 7.31 | Percent Institutions 0.18 |
Upturn AI SWOT
CaliberCos Inc. Class A Common Stock
Company Overview
History and Background
CaliberCos Inc., founded in 2009, is a vertically-integrated alternative asset management firm focused on middle-market real estate investments. It has grown through strategic acquisitions and organic growth, focusing on delivering attractive risk-adjusted returns.
Core Business Areas
- Alternative Asset Management: Manages and sponsors various investment vehicles focused on real estate assets, including private equity funds and real estate investment trusts (REITs).
- Real Estate Development and Management: Engages in the development, acquisition, and management of commercial real estate properties across the United States.
- Broker Dealer: Raises capital for their private placements offerings.
Leadership and Structure
Chris Loeffler serves as Chief Executive Officer. The organizational structure includes executive leadership overseeing asset management, finance, operations, and investor relations.
Top Products and Market Share
Key Offerings
- Caliber Funds: Private equity funds focused on real estate investments across various sectors (hospitality, multi-family, mixed-use). Market share is difficult to assess precisely due to the fragmented nature of private real estate funds. Competitors include private equity firms like Blackstone, Ares, and Starwood.
- Caliber Tax Advantaged Opportunity Zone Fund: Invests in real estate projects within designated Opportunity Zones, offering potential tax benefits to investors. Market share data not readily available. Competitors include firms such as EJF Capital and RXR Realty.
- Direct Real Estate Investments: Direct investments in income-producing real estate assets. Market share difficult to gauge. Competition from regional and national real estate companies.
Market Dynamics
Industry Overview
The real estate investment industry is influenced by economic conditions, interest rates, demographic trends, and regulatory changes. The current environment sees elevated interest rates and slowing commercial real estate markets
Positioning
CaliberCos focuses on middle-market real estate, seeking opportunities overlooked by larger institutional investors. Their vertically-integrated model provides control over the investment process.
Total Addressable Market (TAM)
The global real estate investment market is estimated in the trillions of dollars. CaliberCos targets a segment of this market, focusing on middle-market opportunities with significant potential for growth. Their TAM is in the billions. As of 2023 they have about $1.2B assets under management (AUM).
Upturn SWOT Analysis
Strengths
- Vertically-integrated platform
- Focus on middle-market real estate
- Experienced management team
- Strong investor network
- Expertise in Opportunity Zone investments
Weaknesses
- Limited access to institutional capital compared to larger firms
- Relatively small AUM compared to larger asset managers
- Sensitivity to economic downturns
- High dependence on key personnel
Opportunities
- Expansion into new geographic markets
- Launch of new investment products
- Increased demand for alternative investments
- Capitalize on distressed asset opportunities
- Grow through strategic acquisitions
Threats
- Economic recession or downturn
- Rising interest rates
- Increased competition
- Regulatory changes impacting real estate investments
- Difficulty raising capital in unfavorable market conditions
Competitors and Market Share
Key Competitors
- BX
- OAK
- ARE
- STAR
Competitive Landscape
CaliberCos competes with larger, more established asset managers, but differentiates itself through its focus on the middle market and its vertically-integrated platform. Its nimbleness allows them to capture undervalued opportunities other firms miss.
Major Acquisitions
Horizon Hospitality Group
- Year: 2018
- Acquisition Price (USD millions): 17.1
- Strategic Rationale: Expand CaliberCos's presence in the hospitality sector.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be assessed by analyzing revenue, AUM, and profitability over the past several years.
Future Projections: Future growth projections are derived from analyst estimates and company guidance. This data needs to be gathered from sources such as Yahoo Finance or TipRanks.
Recent Initiatives: Recent initiatives can include new fund launches, acquisitions, strategic partnerships, and expansions into new markets.
Summary
CaliberCos is a smaller asset management firm focusing on middle-market real estate, which provides the advantage of capturing smaller deals. This offers a unique approach to real estate investment, creating a niche for them. They are nimble but also faces the challenge of competing with larger firms for funding. Key areas for CaliberCos to watch are economic conditions and interest rate trends as they affect real estate values.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Yahoo Finance
- TipRanks
- Crunchbase
Disclaimers:
This analysis is based on available information and does not constitute financial advice. Market conditions can change rapidly, and investors should conduct their own due diligence before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CaliberCos Inc. Class A Common Stock
Exchange NASDAQ | Headquaters Scottsdale, AZ, United States | ||
IPO Launch date 2023-05-17 | Co-Founder, Chairman of the Board & CEO Mr. John C. Loeffler II | ||
Sector Financial Services | Industry Asset Management | Full time employees 81 | Website https://www.caliberco.com |
Full time employees 81 | Website https://www.caliberco.com | ||
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.
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