Company CaliberCos Inc.

Equities

CWD

US13000T1097

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Shareholders

Company contact information

Sector

Sales per Business

Ratings for CaliberCos Inc.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Investment Management & Fund Operators

Delayed Nasdaq Other stock markets 18:39:51 28/05/2024 BST			5-day change	1st Jan Change
1.01 ^USD	-0.98%		+3.06%	-21.71%

05-09	Earnings Flash (CWD) CALIBER Reports Q1 Revenue $23M	MT
05-09	CaliberCos Inc. Reports Earnings Results for the First Quarter Ended March 31, 2024	CI

CaliberCos Inc. is a vertically integrated asset management company. The Company is engaged in building wealth for its investor clients by creating, managing, and servicing proprietary products including middle-market investment funds, private syndications, and direct investments. The Company's funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. The Company operates through three segments: Fund Management, Development, and Brokerage. The Fund Management segment represents its fund management activities along with back office and corporate support functions, including accounting and human resources. The segment includes the activities of Caliber Services, LLC, and its subsidiaries. The Development segment represents its activities associated with providing real estate development services as their principal developer. The Brokerage segment is involved in the buying, selling, and leasing of all its fund's assets.

Number of employees: 99

USD in Million	2022	Weight	2023	Weight	Delta
Consolidated Funds - Hospitality 75.8 %	-	-	69	75.8 %	-
Asset Management 11.6 %	-	-	11	11.6 %	-
Consolidated Funds - Other 8.6 %	-	-	8	8.6 %	-
Performance Allocations 4.0 %	-	-	4	4.0 %	-

USD in Million	2022	Weight	2023	Weight	Delta
United States 100.0 %	84	100.0 %	91	100.0 %	+8.32%

Managers	Title	Age	Since
John Loeffler CEO	Chief Executive Officer	40	31/12/08
Jennifer Schrader FOU	Founder	42	31/12/08
Jade Leung DFI	Director of Finance/CFO	50	31/03/17
John Hartman CIO	Chief Investment Officer	59	31/08/21
Roy Bade PRN	Corporate Officer/Principal	62	31/10/19

Members of the board	Title	Age	Since
Daniel Hansen BRD	Director/Board Member	54	30/04/22
William Gerber BRD	Director/Board Member	66	31/03/19
Lawrence Taylor BRD	Director/Board Member	59	07/08/23
John Loeffler CEO	Chief Executive Officer	40	31/12/08
Jennifer Schrader FOU	Founder	42	31/12/08
Michael Trzupek BRD	Director/Board Member	53	30/04/19

Name	Equities	%	Valuation
Jennifer Schrader 29.06 %	4,023,898	29.06 %	3 M $
Jade Leung 4.853 %	672,052	4.853 %	530 921 $
John Loeffler 4.645 %	643,218	4.645 %	508 142 $
Ignacio Martinez 2.937 %	406,787	2.937 %	321 362 $
Roy Bade 2.650 %	367,053	2.650 %	289 972 $
Mariner LLC (13F Subfiler) 2.456 %	340,153	2.456 %	268 721 $
Capital Insight Partners LLC 0.5823 %	80,637	0.5823 %	63 703 $
Daniel Hansen 0.4261 %	59,012	0.4261 %	46 619 $
Fortitude Family Office LLC 0.3489 %	48,313	0.3489 %	38 167 $
Citadel Securities GP LLC 0.2044 %	28,304	0.2044 %	22 360 $

Name	Equities	%	Valuation
Jennifer Schrader 50.02 %	3,709,693	50.02 %	3 M $

CaliberCos, Inc.

8901 East Mountain View Road Suite 150

85258, Scottsdale

http://www.caliberco.com

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Other Investment Management & Fund Operators

	1st Jan change	Capi.
CALIBERCOS INC.	-21.71%	22.26M
BLACKROCK, INC.	-5.39%	116B
UBS GROUP AG	+8.47%	99.76B
BROOKFIELD CORPORATION	+12.23%	68.91B
APOLLO GLOBAL MANAGEMENT, INC.	+23.96%	65.73B
BANK OF NEW YORK MELLON CORPORATION (THE)	+12.12%	44.19B
AMERIPRISE FINANCIAL, INC.	+14.69%	43.8B
3I GROUP PLC	+20.69%	36.34B
T. ROWE PRICE GROUP INC.	+7.92%	26.39B
STATE STREET CORPORATION	-4.63%	22.71B

Other Investment Management & Fund Operators