CaliberCos Inc. (CWD)

NASDAQ: CWD · IEX Real-Time Price · USD
+0.030 (2.56%)
Feb 27, 2024, 3:58 PM EST - Market closed

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 74
CEO John C. Loeffler II

Contact Details

8901 E. Mountain View Rd., Suite 150
Scottsdale, Arizona 85258
United States
Phone 480-295-7600

Stock Details

Ticker Symbol CWD
Exchange NASDAQ
Fiscal Year January - December
Reporting Currency USD
IPO Price $4.00
CIK Code 0001627282
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, President and Chief Operating Officer
Jade Leung Corporate Secretary and Chief Financial Officer
Roy Bade Chief Development Officer
John E. Hartman Chief Investment Officer
Curtis Christensen Chief Compliance Officer
Bill Taysom Vice President of Marketing
Howard Hill Senior Vice President of Corporate Development
Greg Talcott Managing Director of Sales
George Pace Executive Vice President of Wealth Development

Latest SEC Filings

Date Type Title
Jan 31, 2024 8-K Current Report
Jan 17, 2024 8-K Current Report
Jan 9, 2024 8-K Current Report
Nov 16, 2023 8-K Current Report
Nov 13, 2023 8-K Current Report
Nov 13, 2023 10-Q Quarterly Report
Nov 9, 2023 8-K Current Report
Nov 9, 2023 8-K Current Report
Oct 31, 2023 8-K Current Report
Aug 16, 2023 8-K Current Report