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Upturn AI SWOT - About
CaliberCos Inc. Class A Common Stock (CWD)
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Upturn Advisory Summary
04/04/2025: CWD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -58.31% | Avg. Invested days 15 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 12.44M USD | Price to earnings Ratio - | 1Y Target Price 3.75 |
Price to earnings Ratio - | 1Y Target Price 3.75 | ||
Volume (30-day avg) 258692 | Beta - | 52 Weeks Range 0.37 - 1.04 | Updated Date 04/5/2025 |
52 Weeks Range 0.37 - 1.04 | Updated Date 04/5/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.9 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -16.19% | Operating Margin (TTM) 7.73% |
Management Effectiveness
Return on Assets (TTM) -3.8% | Return on Equity (TTM) -21.25% |
Valuation
Trailing PE - | Forward PE 9.23 | Enterprise Value 91885678 | Price to Sales(TTM) 0.19 |
Enterprise Value 91885678 | Price to Sales(TTM) 0.19 | ||
Enterprise Value to Revenue 1.8 | Enterprise Value to EBITDA -17.36 | Shares Outstanding 15056400 | Shares Floating 10807605 |
Shares Outstanding 15056400 | Shares Floating 10807605 | ||
Percent Insiders 27.41 | Percent Institutions 4.41 |
Analyst Ratings
Rating 5 | Target Price 3.75 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
CaliberCos Inc. Class A Common Stock
Company Overview
History and Background
CaliberCos Inc. is a real estate investment, asset management, and development firm. Founded in 2009, the company focuses on middle-market assets and opportunities in growth markets primarily in the Southwest United States.
Core Business Areas
- Real Estate Investment: Caliber invests in a diverse portfolio of real estate assets, including hospitality, multi-family, office, and industrial properties.
- Asset Management: The company manages its own real estate portfolio and provides asset management services to third-party investors.
- Development: Caliber undertakes development projects, including ground-up construction and redevelopment of existing properties.
Leadership and Structure
Chris Loeffler serves as the Chief Executive Officer. The company has a board of directors and a management team overseeing different business functions.
Top Products and Market Share
Key Offerings
- Hospitality Investments: Caliber owns and manages hotels and resorts. Market share data is not readily available, however, the hospitality segment is a large part of their business. Competitors include major hotel chains and REITs like Host Hotels & Resorts (HST) and Park Hotels & Resorts (PK).
- Multi-Family Investments: Caliber invests in apartment complexes and other multi-family properties. Market share data is unavailable. Competitors include large REITs such as AvalonBay Communities (AVB) and Equity Residential (EQR).
- Opportunity Zone Investments: Caliber offers real estate investment opportunities in designated Opportunity Zones. Market share data is unavailable. Competitors include multiple other firms offering real estate investments. Competitors include Fundrise, and Origin Investments.
Market Dynamics
Industry Overview
The real estate industry is currently experiencing fluctuations due to interest rate changes, inflation, and shifts in demand for different property types. Certain sectors, like industrial and multi-family, remain relatively strong, while others, like office, face challenges.
Positioning
Caliber focuses on middle-market assets in high-growth regions, providing it with a niche compared to larger, more diversified REITs. Their Opportunity Zone investments also provide tax advantages for investors.
Total Addressable Market (TAM)
The TAM for real estate investment and asset management is in the trillions of dollars. Caliber is positioned to capture a portion of this market through its targeted investment strategy and asset management services.
Upturn SWOT Analysis
Strengths
- Focus on high-growth markets
- Experienced management team
- Diversified real estate portfolio
- Opportunity Zone investment expertise
- Vertically integrated platform (investment, management, and development)
Weaknesses
- Smaller size compared to larger REITs
- Limited access to capital compared to larger players
- Sensitivity to economic cycles
- Reliance on private capital raises
Opportunities
- Expansion into new geographic markets
- Increased demand for alternative investments
- Growth in Opportunity Zone investments
- Acquisitions of smaller real estate companies
- Potential to launch new investment products
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Changes in tax laws impacting Opportunity Zones
- Real estate market corrections
Competitors and Market Share
Key Competitors
- HST
- PK
- AVB
- EQR
- BRT
Competitive Landscape
Caliber competes with larger REITs and real estate investment firms, but differentiates itself through its focus on middle-market assets and Opportunity Zone investments. Their vertically integrated structure also provides a competitive advantage.
Major Acquisitions
Adolfo Camarillo Ranch
- Year: 2021
- Acquisition Price (USD millions): 100
- Strategic Rationale: Acquisition to develop it into a mixed-use destination
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be assessed based on past financial performance and expansion activities.
Future Projections: Future growth projections are dependent on company strategy and market conditions. Analyst estimates would typically be derived from financial models.
Recent Initiatives: Recent initiatives may include new property acquisitions, development projects, and strategic partnerships.
Summary
CaliberCos Inc. is a real estate investment company focusing on middle-market assets and Opportunity Zones, providing it with a unique niche. The company's strength lies in its targeted investment strategy and vertically integrated platform. However, its smaller size compared to larger REITs could pose a challenge. Economic cycles and changes in tax laws related to Opportunity Zones are key factors to watch.
Similar Companies
AVB
AvalonBay Communities Inc
AVB
AvalonBay Communities Inc
BRT
BRT Realty Trust
BRT
BRT Realty Trust
EQR
Equity Residential
EQR
Equity Residential
HST
Host Hotels & Resorts Inc
HST
Host Hotels & Resorts Inc
PK
Park Hotels & Resorts Inc
PK
Park Hotels & Resorts Inc
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings (where applicable)
- Industry Reports
- Analyst Reports
- Market Research Data
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a financial advisor. Market share data is estimated based on available information and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CaliberCos Inc. Class A Common Stock
Exchange NASDAQ | Headquaters Scottsdale, AZ, United States | ||
IPO Launch date 2023-05-17 | Co-Founder, Chairman of the Board & CEO Mr. John C. Loeffler II | ||
Sector Financial Services | Industry Asset Management | Full time employees 99 | Website https://www.caliberco.com |
Full time employees 99 | Website https://www.caliberco.com | ||
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.
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