CaliberCos (CWD) Assets Average (2023 - 2026)

CaliberCos' (CWD) quarterly Assets Average came in at $157.5 million in Q1 2026, up 50.58% year-on-year from $104.6 million in Q1 2025, and up 44.51% quarter-over-quarter from $109.0 million in Q4 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.

  • On a quarterly basis, Assets Average rose 50.58% year-over-year to $157.5 million in Q1 2026; TTM through Mar 2026 was $157.5 million, a 50.58% increase from a year earlier, with the FY2025 full-year figure at $120.5 million, down 40.51% from the prior year.
  • Assets Average grew to $157.5 million in Q1 2026 per CWD's latest filing, from $109.0 million in the prior quarter.
  • Across five years, Assets Average topped out at $256.9 million in Q4 2023 and bottomed at $70.9 million in Q3 2025.
  • The 4-year median for Assets Average is $176.9 million (2024), against an average of $170.3 million.
  • Across the five-year window, Assets Average plunged 59.92% in 2025 and soared 50.58% in 2026, its largest moves.
  • Year by year, Assets Average stood at $256.9 million in 2023, then tumbled 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.
  • Per Business Quant, the three latest CWD Assets Average figures stand at $157.5 million (Q1 2026), $109.0 million (Q4 2025), and $70.9 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.12 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.02 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 464.24 Bn
5 State Street 51.30 Bn 51.30 Bn - 379.11 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 175.85 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 90.35 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.37 Bn
10 CaliberCos 4.83 Mn 42.29 Mn 4.10 Mn 157.50 Mn

Historic Data

Download Data
DateValue
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