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
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