CaliberCos Inc. (CWD)
NASDAQ: CWD · Real-Time Price · USD
0.5950
-0.0001 (-0.02%)
Mar 31, 2025, 10:45 AM EDT - Market open

Company Description

CaliberCos Inc. is a real estate investment, and an asset management firm specializes in middle-market assets.

It serves its investor clients by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments, which are managed by the firm’s in-house asset services group.

It invests primarily in commercial real estate, qualified opportunity zones (QOZ), private equity, and debt facilities.

It delivers a full suite of alternative investments to high net worth, accredited and qualified investors, as well as family offices and smaller institutions.

CaliberCos Inc. was founded in 2009 and is headquartered in Scottsdale, Arizona.

CaliberCos Inc.
CaliberCos logo
Country United States
Founded 2009
IPO Date May 17, 2023
Industry Asset Management
Sector Financials
Employees 99
CEO John Loeffler

Contact Details

Address:
8901 E Mountain View Road, Suite 150
Scottsdale, Arizona 85258
United States
Phone 480-295-7600
Website caliberco.com

Stock Details

Ticker Symbol CWD
Exchange NASDAQ
Stock Type Common Stock
Share Class Class A Shares
Fiscal Year January - December
Reporting Currency USD
IPO Price $4.00
CIK Code 0001627282
CUSIP Number 13000T109
ISIN Number US13000T1097
SIC Code 6500

Key Executives

Name Position
John C. Loeffler II Co-Founder, Chairman of the Board and Chief Executive Officer
Jennifer Schrader Co-Founder, Vice-Chairperson and President
Jade Leung Corporate Secretary and Chief Financial Officer
Roy Bade Chief Development Officer
Ignacio Martinez Chief Operating Officer
Maureen Maloney Chief Compliance Officer and Corporate Counsel
Lisa Pudewell Vice President of Asset Management
Jon Pettit Senior Vice President of Fund Management
Michael Rosales Corporate Controller

Latest SEC Filings

Date Type Title
Mar 27, 2025 PRE 14A Other preliminary proxy statements
Mar 27, 2025 DEF 14A Other definitive proxy statements
Mar 26, 2025 8-K Current Report
Mar 18, 2025 8-K Current Report
Mar 17, 2025 8-K Current Report
Mar 13, 2025 253G2 Acc-no: 0001493152-21-027927 (33 Act)
Mar 13, 2025 8-K Current Report
Mar 12, 2025 QUALIF Filing
Mar 11, 2025 8-K Current Report
Mar 6, 2025 1-A/A Filing