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CaliberCos Inc. Class A Common Stock (CWD)
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Upturn Advisory Summary
12/03/2025: 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 12/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 13.80M USD | Price to earnings Ratio - | 1Y Target Price 7 |
Price to earnings Ratio - | 1Y Target Price 7 | ||
Volume (30-day avg) 1 | Beta -0.5 | 52 Weeks Range 1.63 - 15.80 | Updated Date 12/3/2025 |
52 Weeks Range 1.63 - 15.80 | Updated Date 12/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -17.93 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-13 | When - | Estimate -0.08 | Actual 0.11 |
Profitability
Profit Margin -103.28% | Operating Margin (TTM) -51.27% |
Management Effectiveness
Return on Assets (TTM) -6.04% | Return on Equity (TTM) -74.56% |
Valuation
Trailing PE - | Forward PE 15.34 | Enterprise Value 65495255 | Price to Sales(TTM) 0.56 |
Enterprise Value 65495255 | Price to Sales(TTM) 0.56 | ||
Enterprise Value to Revenue 2.66 | Enterprise Value to EBITDA -17.36 | Shares Outstanding 5617985 | Shares Floating 5435441 |
Shares Outstanding 5617985 | Shares Floating 5435441 | ||
Percent Insiders 4.94 | Percent Institutions 0.51 |
Upturn AI SWOT
CaliberCos Inc. Class A Common Stock
Company Overview
History and Background
CaliberCos Inc. is a vertically integrated alternative asset manager focused on real estate investments in the Western U.S. Founded in 2009, it has grown through strategic acquisitions and organic development.
Core Business Areas
- Real Estate Development: Develops and manages commercial and residential real estate projects.
- Hospitality: Owns and operates hotels and resorts.
- Investment Management: Manages investment funds focused on real estate assets.
Leadership and Structure
Chris Loeffler is the CEO. The company operates with a management team overseeing different business segments, reporting to a board of directors.
Top Products and Market Share
Key Offerings
- Competitors: Blackstone (BX), Starwood Capital Group
- Real Estate Funds: Offers various real estate investment funds to accredited investors. Market share data is not readily available; competitors include REITs and private equity firms specializing in real estate.
- Competitors: Marriott International (MAR), Hilton Worldwide Holdings (HLT)
- Hotels and Resorts: Operates a portfolio of hotels and resorts. Market share is fragmented and varies by location; competitors include major hotel chains.
Market Dynamics
Industry Overview
The real estate market is currently experiencing fluctuations due to interest rate changes and economic uncertainty. Hospitality sector is recovering from pandemic lows.
Positioning
CaliberCos Inc. focuses on the Western U.S. real estate market, aiming to provide investors with access to private real estate opportunities. Its competitive advantage lies in its vertically integrated model.
Total Addressable Market (TAM)
The US Commercial Real Estate market is estimated at 20 trillion USD. CaliberCos Inc. is positioned to capture a small percentage of this TAM through its regional focus and specific investment strategies.
Upturn SWOT Analysis
Strengths
- Vertically integrated model
- Focus on the Western U.S. market
- Experienced management team
- Access to private real estate deals
Weaknesses
- Relatively small size compared to major competitors
- Reliance on private capital markets
- Sensitivity to economic cycles
Opportunities
- Expansion into new Western U.S. markets
- Increased demand for alternative investments
- Strategic acquisitions
- Development of new real estate products
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Changes in real estate regulations
Competitors and Market Share
Key Competitors
- BX
- PGIM
- Starwood Capital Group
Competitive Landscape
CaliberCos Inc. operates in a competitive market against larger, more established players. Its focus on the Western U.S. and vertically integrated model provide some advantages.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by acquisitions and project developments. Specific data is limited.
Future Projections: Future growth is expected to come from expanding its real estate portfolio and attracting new investors.
Recent Initiatives: Recent initiatives include new real estate fund offerings and strategic partnerships.
Summary
CaliberCos Inc. is a vertically integrated real estate asset manager focused on the Western U.S., exhibiting growth potential through acquisitions and project development. However, it faces competition from larger firms and is sensitive to economic cycles. Its regional focus and integrated model offer advantages, but reliance on private capital presents risks. Monitoring economic conditions and strategic execution are vital.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- Third-party financial data providers
- Industry reports
Disclaimers:
The information provided is based on publicly available data and may not be entirely accurate or complete. Market share data is estimated.
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 | CEO - | ||
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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