CaliberCos (CWD) Assets Average (2023 - 2026)
CaliberCos (CWD) recorded quarterly Assets Average of $157.5 million in Q1 2026, up 44.51% quarter-over-quarter from $109.0 million in Q4 2025, and up 50.58% on a YoY basis from $104.6 million in Q1 2025.
CaliberCos (CWD) Assets Average (2023 - 2026) Analysis & Trends
CaliberCos' Assets Average history runs 4 years deep, the most recent figure standing at $157.5 million for Q1 2026.
- In Q1 2026, Assets Average rose 50.58% year-over-year to $157.5 million; the TTM figure through Mar 2026 stood at $157.5 million (up 50.58% YoY), while the FY2025 annual figure was $120.5 million, down 40.51% from the prior year.
- Assets Average was $157.5 million for Q1 2026 at CaliberCos, up from $109.0 million in the prior quarter.
- In the past five years, Assets Average ranged from a high of $256.9 million in Q4 2023 to a low of $70.9 million in Q3 2025.
- Historically, Assets Average has averaged $170.3 million across 4 years, with a median of $176.9 million in 2024.
- The sharpest annual moves came in 2025 and 2026: Assets Average plunged 59.92% in 2025, then jumped 50.58% in 2026.
- A 4-year view of Assets Average shows it stood at $256.9 million in 2023, then sank by 48.6% to $132.1 million in 2024, then fell by 17.47% to $109.0 million in 2025, then jumped by 44.51% to $157.5 million in 2026.
- The last three Assets Average figures came in at $157.5 million (Q1 2026), $109.0 million (Q4 2025), and $70.9 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 170.12 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 48.02 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 411.11 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 464.24 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 90.35 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 28.51 Bn |
| 10 | CaliberCos | 5.44 Mn | 42.90 Mn | 4.10 Mn | 157.50 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 157.50 Mn |
| Dec 31, 2025 | 108.98 Mn |
| Sep 30, 2025 | 70.91 Mn |
| Jun 30, 2025 | 81.45 Mn |
| Mar 31, 2025 | 104.59 Mn |
| Dec 31, 2024 | 132.06 Mn |
| Sep 30, 2024 | 176.91 Mn |
| Jun 30, 2024 | 198.35 Mn |
| Mar 31, 2024 | 250.45 Mn |
| Dec 31, 2023 | 256.93 Mn |
| Sep 30, 2023 | 214.43 Mn |
| Jun 30, 2023 | 214.43 Mn |
| Mar 31, 2023 | 246.63 Mn |