Growth Metrics

CaliberCos (CWD) Long-Term Investments (2022 - 2026)

CaliberCos' quarterly Long-Term Investments came in at $11.6 million in Q1 2026, down 27.04% year-on-year from $15.9 million in Q1 2025, and little changed quarter-over-quarter from $11.6 million in Q4 2025.

CaliberCos has reported Long-Term Investments for 5 years, with the latest figure at $11.6 million in Q1 2026.

  • For the quarter ending Q1 2026, Long-Term Investments fell 27.04% year-over-year to $11.6 million; the trailing twelve-month figure through Mar 2026 stood at $11.6 million (down 27.04% YoY), and the FY2025 full-year result was $11.6 million, down 27.59% from the prior year.
  • Long-Term Investments for Q1 2026 stood at $11.6 million, roughly flat from $11.6 million in the prior quarter.
  • The five-year high for Long-Term Investments was $84.1 million in Q1 2023, with the low at -$15.0 million in Q4 2023.
  • Average Long-Term Investments over 5 years is $26.3 million, with a median of $14.1 million recorded in 2025.
  • Year-over-year, Long-Term Investments slumped 569.97% in 2023 and soared 206.8% in 2024.
  • Tracing CWD's Long-Term Investments over 5 years: stood at $3.2 million in 2022, then tumbled by 569.97% to -$15.0 million in 2023, then soared by 206.8% to $16.1 million in 2024, then slipped by 27.59% to $11.6 million in 2025, then retreated by 0.25% to $11.6 million in 2026.
  • The last three Long-Term Investments figures came in at $11.6 million (Q1 2026), $11.6 million (Q4 2025), and $11.9 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 14.57 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 32.75 Bn
3 Kkr 84.94 Bn 132.45 Bn - 77.47 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 2.39 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 3.10 Bn
6 State Street 44.42 Bn 18.75 Bn - 586.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 2.51 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -1.48 Bn
10 CaliberCos 6.48 Mn 43.94 Mn 4.10 Mn 11.60 Mn

Historic Data

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DateValue
Mar 31, 2026 11.60 Mn
Dec 31, 2025 11.60 Mn
Sep 30, 2025 11.90 Mn
Jun 30, 2025 12.30 Mn
Mar 31, 2025 15.90 Mn
Dec 31, 2024 16.06 Mn
Sep 30, 2024 19.70 Mn
Jun 30, 2024 18.80 Mn
Mar 31, 2024 9.73 Mn
Dec 31, 2023 3.34 Mn
Sep 30, 2023 84.08 Mn
Jun 30, 2023 84.08 Mn
Mar 31, 2023 84.08 Mn
Dec 31, 2022 3.20 Mn