Company Description
CaliberCos Inc. is a real estate investment firm specializing in Core, Core Plus, Value Add, and Opportunistic strategies.
The firm targets investments in middle-market commercial real estate sectors, including multifamily, hospitality, self-storage, and medical office properties.
It focuses on growth markets in the Southwest and Southeast regions of the United States, specifically targeting Arizona, Colorado, Texas, Utah, Nevada, and Idaho.
The firm typically targets middle-market assets valued between $5 million and $50 million. It operates a vertically integrated model spanning acquisitions, development, construction, asset management, and disposition.
It co-invests alongside its partners and utilizes investment structures including private funds, private syndications, externally managed real estate investment trusts (REITs), and tenancy-in-common (TIC) agreements.
It typically targets a holding period of five to seven years for its projects. It seeks to exit investments through asset sales or refinancings to harvest gains for investors.
CaliberCos Inc. was founded in 2009 and is based in Scottsdale, Arizona.
| Country | United States |
| Founded | 2009 |
| IPO Date | May 17, 2023 |
| Industry | Asset Management |
| Sector | Financials |
| Employees | 50 |
| CEO | John Loeffler |
Contact Details
Address: 8901 East 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 | 1627282 |
| CUSIP Number | 13000T604 |
| ISIN Number | US13000T6047 |
| SIC Code | 6500 |
Key Executives
| Name | Position |
|---|---|
| John C. Loeffler II | Chief Executive Officer and Chairman of Board |
| Jennifer Schrader | President, Co-Founder and Director |
| Gregory Randolph James | Chief Operating Officer |
| Roy Bade | Chief Development Officer |
| Michael Rosales | Senior Vice President of Accounting, Financial Reporting and Tax and Acting Chief Financial Officer |
| Dimitri Uhlik | Managing Director of Private Client |
| Dereck Grey | Senior Vice President of Private Placement |
| Brion Crum | Director of Investor Experience and Client Relations Lead |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Aug 27, 2026 | 8-K | Current Report |
| Aug 26, 2026 | 8-K | Current Report |
| Aug 14, 2026 | 8-K | Current Report |
| Aug 14, 2026 | 10-Q | Quarterly Report |
| Aug 13, 2026 | 8-K | Current Report |
| Aug 4, 2026 | 8-K | Current Report |
| Jul 17, 2026 | 8-K | Current Report |
| Jul 6, 2026 | 8-K | Current Report |
| Jun 5, 2026 | 8-K | Current Report |
| May 20, 2026 | S-8 | Securities to be offered to employees in employee benefit plans |