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
Download Data| Date | Value |
|---|---|
| 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 |