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Upturn AI SWOT - About
CaliberCos Inc. Class A Common Stock (CWD)
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Upturn Advisory Summary
08/28/2025: 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 $6
1 Year Target Price $6
| 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 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 10.77M USD | Price to earnings Ratio - | 1Y Target Price 6 |
Price to earnings Ratio - | 1Y Target Price 6 | ||
Volume (30-day avg) 1 | Beta -0.65 | 52 Weeks Range 1.63 - 15.80 | Updated Date 08/29/2025 |
52 Weeks Range 1.63 - 15.80 | Updated Date 08/29/2025 | ||
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 2025-08-13 | When - | Estimate -0.08 | Actual -4.15 |
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 7.13 | Enterprise Value 69662047 | Price to Sales(TTM) 0.33 |
Enterprise Value 69662047 | Price to Sales(TTM) 0.33 | ||
Enterprise Value to Revenue 2.16 | Enterprise Value to EBITDA -17.36 | Shares Outstanding 951386 | Shares Floating 1404296 |
Shares Outstanding 951386 | Shares Floating 1404296 | ||
Percent Insiders 28.04 | Percent Institutions 0.8 |
Upturn AI SWOT
CaliberCos Inc. Class A Common Stock
Company Overview
History and Background
CaliberCos Inc. is a vertically integrated alternative asset manager and sponsor with expertise in real estate, private equity, and debt investments for accredited investors. Founded to provide access to institutional-quality investments, it has grown through various economic cycles.
Core Business Areas
- Real Estate: Focuses on acquiring, developing, and managing real estate assets across various sectors, including hospitality, residential, and commercial.
- Private Equity: Invests in private companies across diverse industries, seeking to generate long-term capital appreciation.
- Wealth Development: Provides wealth management services focusing on high-net-worth individuals looking to grow wealth by investing in alternative asset options.
Leadership and Structure
CaliberCos Inc. has a board of directors and an executive leadership team responsible for setting the strategic direction and overseeing day-to-day operations. The structure is designed to facilitate efficient decision-making and accountability.
Top Products and Market Share
Key Offerings
- Hospitality Investments: Investments in hotels and resorts. Caliber focuses on acquiring and managing hospitality assets in high-growth markets. Competitors include hotel REITs like Host Hotels & Resorts (HST) and Park Hotels & Resorts (PK).
- Multifamily Investments: Investments in apartment complexes and residential developments. Market share is difficult to pinpoint precisely, but Caliber targets specific geographic regions. Competitors include publicly traded multifamily REITs like Equity Residential (EQR) and AvalonBay Communities (AVB).
- Wealth Management Services: Caliber offers personalized investment solutions tailored to individual financial goals. Competitors include traditional wealth management firms like Merrill Lynch and Morgan Stanley.
Market Dynamics
Industry Overview
The alternative investments market is experiencing growth as investors seek higher returns and diversification. Real estate and private equity are key components.
Positioning
CaliberCos Inc. positions itself as a provider of access to institutional-quality alternative investments for accredited investors. Its vertically integrated model offers a competitive advantage.
Total Addressable Market (TAM)
The TAM for alternative investments is in the trillions of dollars. CaliberCos Inc. is positioned to capture a portion of this market by offering specialized investment products and services.
Upturn SWOT Analysis
Strengths
- Vertically integrated platform
- Experienced management team
- Access to diverse investment opportunities
- Strong relationships with accredited investors
Weaknesses
- Smaller size compared to larger asset managers
- Dependence on accredited investor base
- Limited liquidity in certain investments
Opportunities
- Expanding product offerings
- Geographic expansion
- Increasing demand for alternative investments
- Strategic acquisitions
Threats
- Economic downturns
- Regulatory changes
- Increased competition
- Interest rate hikes
Competitors and Market Share
Key Competitors
- BX
- CG
- KKR
- APO
- PGIM
Competitive Landscape
CaliberCos Inc. faces competition from larger, more established alternative asset managers. Its vertically integrated model and focus on accredited investors provide a niche advantage.
Major Acquisitions
The ILM Group
- Year: 2021
- Acquisition Price (USD millions): 16
- Strategic Rationale: Acquired the commercial services and project management company The ILM Group.
Growth Trajectory and Initiatives
Historical Growth: Historical growth information can not be provided, as this data constantly updates and may require a premium service to access accurate real-time figures.
Future Projections: Future projections information can not be provided, as this data constantly updates and may require a premium service to access accurate real-time figures.
Recent Initiatives: Recent initiatives include expanding investment offerings, increasing geographic footprint, and enhancing investor relations.
Summary
CaliberCos is an alternative asset manager focusing on real estate, private equity and debt investments. Its vertically integrated structure offers advantages, but it competes with much larger firms. The company needs to look for opportunities to grow its product offerings and geographical reach. Economic downturns and regulatory changes pose potential threats.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data may be delayed.
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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