CaliberCos Inc. (CWD)
0.44
-0.06 (-12.00%)
At close: Apr 16, 2025, 9:49 AM
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.

Country | United States |
IPO Date | May 18, 2023 |
Industry | Asset Management |
Sector | Financial Services |
Employees | 81 |
CEO | John C. Loeffler II |
Contact Details
Address: 8901 E Mountain View Road Scottsdale, Arizona United States | |
Website | https://www.caliberco.com |
Stock Details
Ticker Symbol | CWD |
Exchange | NASDAQ |
Fiscal Year | January - December |
Reporting Currency | USD |
CIK Code | 0001627282 |
CUSIP Number | 13000T109 |
ISIN Number | US13000T1097 |
Employer ID | 00-0000000 |
SIC Code | 6500 |
Key Executives
Name | Position |
---|---|
John C. Loeffler II | Co-Founder, Chairman of the Board & Chief Executive Officer |
Ignacio Martinez | Chief Operating Officer |
Jade Leung | Corporate Secretary & Chief Financial Officer |
Jennifer Schrader | Co-Founder, Vice-Chairperson & President |
Jon Pettit | Senior Vice President of Fund Management |
Lisa Pudewell | Vice President of Asset Management |
Maureen Maloney | Chief Compliance Officer & Corporate Counsel |
Michael Rosales | Corporate Controller |
Roy Bade | Chief Development Officer |
Latest SEC Filings
Date | Type | Title |
---|---|---|
Apr 14, 2025 | S-1 | Filing |
Apr 14, 2025 | 8-K | Current Report |
Apr 10, 2025 | 4 | Filing |
Apr 08, 2025 | DEF 14A | Filing |
Apr 02, 2025 | 8-K | Current Report |
Apr 01, 2025 | 8-K | Current Report |
Mar 31, 2025 | 10-K | Annual Report |
Mar 31, 2025 | 8-K | Current Report |
Mar 31, 2025 | 253G2 | Filing |
Mar 27, 2025 | PRE 14A | Filing |