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| 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 | 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 |