CaliberCos (CWD) Long-Term Investments (2022 - 2026)
CaliberCos' Long-Term Investments came in at $11.4 million for Q2 2026, down 7.3% from $12.3 million a year earlier and down 1.7% from the prior quarter.
Powered by 
Analysis
CaliberCos (CWD) Long-Term Investments (2022 - 2026) Analysis & Trends
At the end of FY2025, CaliberCos' Long-Term Investments was $11.6 million, down 28.0% from FY2024.
- Long-Term Investments carries a three-year compound annual growth rate of 22.2% (FY2022 to FY2025).
- Going back by year, Long-Term Investments was $16.1 million in FY2024 (-80.9%), $84.08 million in FY2023 and $6.36 million in FY2022.
- The Q2 2026 figure represents the lowest quarterly Long-Term Investments since Q4 2022.
- Year-over-year, Long-Term Investments has declined for ten consecutive quarters, with an average decline of 39.0% over the last eight quarters.
- Across the past five years, year-over-year decline in Long-Term Investments ran from 7.3% in Q2 2026 to 80.9% in Q4 2024.
- Business Quant data shows CWD's Long-Term Investments at $11.6 million (Q1 2026), $11.6 million (Q4 2025) and $11.9 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 15.14 Bn |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | - |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 34.59 Bn |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 58.52 Bn |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 316.77 Bn |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 10.36 Bn |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 333.84 Bn |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 147.62 Mn |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 1.22 Bn |
| 10 | CaliberCos | 6.33 Mn | 42.49 Mn | 4.19 Mn | 11.40 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 11.40 Mn |
| 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 | 16.10 Mn |
| Sep 30, 2024 | 19.70 Mn |
| Jun 30, 2024 | 18.80 Mn |
| Mar 31, 2024 | 19.43 Mn |
| Dec 31, 2023 | 84.08 Mn |
| Sep 30, 2023 | 84.08 Mn |
| Jun 30, 2023 | 84.08 Mn |
| Mar 31, 2023 | 84.08 Mn |
| Dec 31, 2022 | 6.36 Mn |
API Access
CaliberCos Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=CWD&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "CWD", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=CWD&period=max&api_key=YOUR_API_KEY");
const data = await res.json();