CaliberCos (CWD) Long-Term Investments (2022 - 2026)
CaliberCos (CWD) posted quarterly Long-Term Investments of $11.6 million for Q1 2026, down 27.04% year-over-year from $15.9 million in Q1 2025, and little changed quarter-over-quarter from $11.6 million in Q4 2025.
CaliberCos (CWD) Long-Term Investments (2022 - 2026) Analysis & Trends
CaliberCos' Long-Term Investments history runs 5 years deep, the most recent figure standing at $11.6 million for Q1 2026.
- In Q1 2026, Long-Term Investments fell 27.04% year-over-year to $11.6 million; the TTM figure through Mar 2026 stood at $11.6 million (down 27.04% YoY), while the FY2025 annual figure was $11.6 million, up 2882.06% 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 -$418000.0 in Q4 2024.
- The 5-year median for Long-Term Investments is $12.1 million (2025), against an average of $26.4 million.
- The sharpest annual moves came in 2024 and 2025: Long-Term Investments slumped 112.67% in 2024, then surged 2882.06% in 2025.
- CaliberCos' Long-Term Investments stood at $3.2 million in 2022, then advanced by 4.56% to $3.3 million in 2023, then sank by 112.67% to -$418000.0 in 2024, then soared by 2882.06% to $11.6 million in 2025, then declined by 0.25% to $11.6 million in 2026.
- Business Quant data shows CWD's Long-Term Investments at $11.6 million in Q1 2026, $11.6 million in Q4 2025, and $11.9 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | CaliberCos | 4.68 Mn | 4.68 Mn | 4.19 Mn | 11.40 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 11.60 Mn |
| Dec 31, 2025 | 11.63 Mn |
| Sep 30, 2025 | 11.90 Mn |
| Jun 30, 2025 | 12.30 Mn |
| Mar 31, 2025 | 15.90 Mn |
| Dec 31, 2024 | -418,000.00 |
| Sep 30, 2024 | 19.70 Mn |
| Jun 30, 2024 | 18.80 Mn |
| Mar 31, 2024 | 9.73 Mn |
| Dec 31, 2023 | 3.30 Mn |
| Sep 30, 2023 | 84.08 Mn |
| Jun 30, 2023 | 84.08 Mn |
| Mar 31, 2023 | 84.08 Mn |
| Dec 31, 2022 | 3.16 Mn |