CaliberCos Inc. operates as a real estate investment and asset management firm focused on middle-market opportunities. The company creates, manages, and services proprietary investment products distributed to high net worth individuals, accredited investors, family offices, and smaller institutional clients. Its primary offerings include middle-market investment funds, private syndications, and direct investment opportunities across multiple asset classes.
The firm's investment focus spans commercial real estate, qualified opportunity zones, private equity, and debt facilities. An in-house asset services group manages the company's portfolio across these verticals, providing end-to-end investment administration and servicing for its client base. This integrated approach allows CaliberCos to maintain control over both product development and ongoing asset management across its alternative investment offerings.
Based in Scottsdale, Arizona, CaliberCos operates with approximately 81 full-time employees. The company was incorporated in Delaware and went public on Nasdaq. Founded in 2009, it has built its operations around direct sourcing and management of middle-market assets rather than pursuing larger institutional-scale opportunities.
Fiscal years are as reported by the company and may not align with the calendar year. For example, Apple's FY 2024 ends in September 2024.
| Fiscal Year | EPS Diluted | EPS Basic | YoY | |
|---|---|---|---|---|
| 2024 | $-0.90 | $-0.90 | -42.9% | |
| 2023 | $-0.63 | $-0.63 | — |