CaliberCos (CWD) Invested Capital (2022 - 2026)
CaliberCos' quarterly Invested Capital came in at $38.7 million in Q1 2026, up 426.16% year-on-year from $7.4 million in Q1 2025, and up 2804.35% quarter-over-quarter from $1.3 million in Q4 2025.
CaliberCos has reported Invested Capital for 5 years, with the latest figure at $38.7 million in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 426.16% year-over-year to $38.7 million; the trailing twelve-month figure through Mar 2026 stood at $38.7 million (up 426.16% YoY), and the FY2025 full-year result was $1.3 million, down 88.15% from the prior year.
- Invested Capital for Q1 2026 stood at $38.7 million, up from $1.3 million in the prior quarter.
- The five-year high for Invested Capital was $95.2 million in Q2 2024, with the low at -$17.6 million in Q2 2025.
- Average Invested Capital over 5 years is $51.6 million, with a median of $66.0 million recorded in 2023.
- Year-over-year, Invested Capital sank 118.49% in 2025 and surged 426.16% in 2026.
- Tracing CWD's Invested Capital over 5 years: stood at $77.2 million in 2022, then retreated by 14.47% to $66.0 million in 2023, then sank by 82.95% to $11.3 million in 2024, then slumped by 88.15% to $1.3 million in 2025, then soared 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 | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | CaliberCos | 6.48 Mn | 43.94 Mn | 4.10 Mn | 38.72 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 38.72 Mn |
| Dec 31, 2025 | 26.23 Mn |
| Sep 30, 2025 | 4.18 Mn |
| Jun 30, 2025 | -17.60 Mn |
| Mar 31, 2025 | 7.36 Mn |
| Dec 31, 2024 | -12.59 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 |