
CaliberCos Inc. Class A Common Stock
CWD · NASDAQ · Financial Services / Asset Management
Price History
Full chartMarket Stats
About
CaliberCos Inc. is a real estate investment firm specializing in Core, Core Plus, Value Add, and Opportunistic strategies. The firm targets investments in middle-market commercial real estate sectors, including multifamily, hospitality, self-storage, and medical office properties. It focuses on growth markets in the Southwest and Southeast regions of the United States, specifically targeting Arizona, Colorado, Texas, Utah, Nevada, and Idaho. The firm typically targets middle-market assets valued between $5 million and $50 million. It operates a vertically integrated model spanning acquisitions, development, construction, asset management, and disposition. It co-invests alongside its partners and utilizes investment structures including private funds, private syndications, externally managed real estate investment trusts (REITs), and tenancy-in-common (TIC) agreements. It typically targets a holding period of five to seven years for its projects. It seeks to exit investments through asset sales or refinancings to harvest gains for investors. CaliberCos Inc. was founded in 2009 and is based in Scottsdale, Arizona.
Company Details
- SectorFinancial Services
- IndustryAsset Management
- CEOMr. John C. Loeffler II
- Employees50
- Headquarters8901 East Mountain View Road, Scottsdale, AZ, United States, 85258, USA
- Websitehttps://www.caliberco.com
Leadership
- Mr. John C. Loeffler IICEO & Chairman of Board · b. 1985
- Ms. Jennifer SchraderPresident, Co-Founder & Director · b. 1983
- Mr. Gregory Randolph JamesChief Operating Officer · b. 1975
- Mr. Roy BadeChief Development Officer · b. 1963
- Mr. Michael RosalesSenior VP of Accounting, Financial Reporting & Tax and Acting CFO · b. 1968
- Mr. Dimitri UhlikManaging Director of Private Client
- Mr. Dereck GreySenior Vice President of Private Placement
- Mr. Brion CrumDirector of Investor Experience & Client Relations Lead
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Analyst Ratings
- Strong Buy1
Ownership Breakdown
- Institutions
- 2.94%
- Insiders
- 3.04%
- Retail / Other
- 94.02%
Top Institutional Holders
- Geode Capital Management, LLC65.72K0.63%
- Vanguard Fiduciary Trust Co35.76K0.34%
- Vanguard Capital Management, LLC26.34K0.25%
- XTX Topco Ltd21.78K0.21%
- TWO SIGMA SECURITIES, LLC15.70K0.15%
- Northern Trust Corp10.99K0.11%
- UBS Group AG3.44K0.03%
- Citigroup Inc3.27K0.03%
- Tower Research Capital LLC2.38K0.02%
- Northwestern Mutual Wealth Management Co1.24K0.01%
- Royal Bank of Canada1.05K0.01%
- Crewe Advisors LLC1210.00%
- Morgan Stanley - Brokerage Accounts380.00%
- Jane Street Group LLC00.00%
- Citadel Advisors Llc00.00%
- JPMorgan Chase & Co00.00%
- Bank of America Corp00.00%
- HRT FINANCIAL LLC00.00%
Top Fund Holders
- Fidelity Extended Market Index33.89K0.33%
- Fidelity Series Total Market Index7.34K0.07%
Stock Splits
- May 2, 20251:20