CaliberCos (CWD) Invested Capital (2022 - 2026)

CaliberCos (CWD) recorded quarterly Invested Capital of $38.7 million in Q1 2026, up 2804.35% quarter-over-quarter from $1.3 million in Q4 2025, and up 426.16% on a YoY basis from $7.4 million in Q1 2025.

CaliberCos (CWD) Invested Capital (2022 - 2026) Analysis & Trends

CaliberCos' Invested Capital history runs 5 years deep, the most recent figure standing at $38.7 million for Q1 2026.

  • In Q1 2026, Invested Capital rose 426.16% year-over-year to $38.7 million; the TTM figure through Mar 2026 stood at $38.7 million (up 426.16% YoY), while the FY2025 annual figure was $1.3 million, down 88.15% from the prior year.
  • Invested Capital was $38.7 million for Q1 2026 at CaliberCos, up from $1.3 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $95.2 million in Q2 2024 to a low of -$17.6 million in Q2 2025.
  • Historically, Invested Capital has averaged $51.6 million across 5 years, with a median of $66.0 million in 2023.
  • The sharpest annual moves came in 2025 and 2026: Invested Capital sank 118.49% in 2025, then soared 426.16% in 2026.
  • A 5-year view of Invested Capital shows it stood at $77.2 million in 2022, then fell by 14.47% to $66.0 million in 2023, then slumped by 82.95% to $11.3 million in 2024, then tumbled by 88.15% to $1.3 million in 2025, then surged by 2804.35% to $38.7 million in 2026.
  • The last three Invested Capital figures came in at $38.7 million (Q1 2026), $1.3 million (Q4 2025), and $4.2 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 CaliberCos 5.44 Mn 42.90 Mn 4.10 Mn 38.72 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 38.72 Mn
Dec 31, 2025 1.33 Mn
Sep 30, 2025 4.18 Mn
Jun 30, 2025 -17.60 Mn
Mar 31, 2025 7.36 Mn
Dec 31, 2024 11.25 Mn
Sep 30, 2024 63.28 Mn
Jun 30, 2024 95.20 Mn
Mar 31, 2024 86.49 Mn
Dec 31, 2023 66.02 Mn
Sep 30, 2023 74.76 Mn
Jun 30, 2023 82.61 Mn
Mar 31, 2023 72.50 Mn
Dec 31, 2022 77.19 Mn
Sep 30, 2022 77.60 Mn
Jun 30, 2022 72.97 Mn
Mar 31, 2022 63.60 Mn