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

CaliberCos (CWD) recorded quarterly Long-Term Investments of $11.6 million in Q1 2026, little changed quarter-over-quarter from $11.6 million in Q4 2025, and down 27.04% on a YoY basis from $15.9 million in Q1 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, down 27.59% from the prior year.
  • Long-Term Investments was $11.6 million for Q1 2026 at CaliberCos, roughly flat from $11.6 million in the prior quarter.
  • In the past five years, Long-Term Investments ranged from a high of $84.1 million in Q1 2023 to a low of -$15.0 million in Q4 2023.
  • Historically, Long-Term Investments has averaged $26.3 million across 5 years, with a median of $14.1 million in 2025.
  • The sharpest annual moves came in 2023 and 2024: Long-Term Investments slumped 569.97% in 2023, then jumped 206.8% in 2024.
  • A 5-year view of Long-Term Investments shows it stood at $3.2 million in 2022, then plunged by 569.97% to -$15.0 million in 2023, then surged by 206.8% to $16.1 million in 2024, then decreased by 27.59% to $11.6 million in 2025, then fell 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 163.18 Bn 153.56 Bn - 14.57 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 32.75 Bn
3 Kkr 86.45 Bn 133.96 Bn - 77.47 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 3.10 Bn
5 State Street 46.95 Bn 21.27 Bn - 586.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 2.51 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - 399.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - -1.48 Bn
10 CaliberCos 5.44 Mn 42.90 Mn 4.10 Mn 11.60 Mn

Historic Data

Download Data
DateValue
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 16.06 Mn
Sep 30, 2024 19.70 Mn
Jun 30, 2024 18.80 Mn
Mar 31, 2024 9.70 Mn
Dec 31, 2023 -15.04 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