---
schema_version: "secwatch.filing_event.v1"
accession: "0001627282-23-000055"
form_type: "8-K"
ticker: "CWD"
cik: "0001627282"
company_name: "CaliberCos Inc."
filed_at: "2023-11-09T23:59:59+00:00"
generated_at: "2026-06-08T06:46:42.934196+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Caliber Q3 2023 net loss $3.4M; revenue down 13% to $17.0M; AUM up 20% to $822.5M

## Summary
- Net loss attributable to Caliber $3.4M ($0.16/sh) vs net income $4.4M ($0.22/sh) in Q3 2022.
- Total revenue $17.0M, down 12.7% YoY; segment revenue $3.7M, down 55.6% due to lower transaction and advisory fees.
- Asset management revenue $2.4M, up 26% YoY; FV AUM $822.5M, up 20% YoY.
- Caliber Adjusted EBITDA loss of $1.5M vs $5.7M gain in prior year.
- Long-term targets: $750M cumulative fundraising (2024-2026), $3B AUM, $50M annualized segment revenue by end 2026.

## SEC filing metadata
- accession: 0001627282-23-000055
- form_type: 8-K
- ticker: CWD
- cik: 0001627282
- company_name: CaliberCos Inc.
- filed_at: 2023-11-09T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1627282/000162728223000055/0001627282-23-000055-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1627282/000162728223000055/cwd-20231109.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001627282-23-000055
- JSON: https://secwatch.observer/filing/0001627282-23-000055.json
- Plain text: https://secwatch.observer/filing/0001627282-23-000055.txt

## Key facts
- Earnings Releases
  CaliberCos Inc. reported third quarter ended on September 30, 2023 results: revenue $17.0 million, net income Net loss attributable to Caliber of $3.4 million, or $0.16 per diluted share, EPS $0.16 per diluted share.
  - Period: third quarter ended on September 30, 2023
  - Revenue: $17.0 million
  - Net income: Net loss attributable to Caliber of $3.4 million, or $0.16 per diluted share
  - EPS: $0.16 per diluted share
  - Result: reported results
  source text: and manager, today reported results for the third quarter ended on September 30, 2023. Third Quarter 2023 Financial Results, Compared to Third Quarter 2022 • Total revenue of $17.0 million, a 12.7% decrease • Segment revenue of $3.7 million, a 55.6% decrease • Asset management (“AM”) revenue (1) of $2.4 million, a 26.0% increase; asset management revenue run rate
  evidence_url: https://www.sec.gov/Archives/edgar/data/1627282/000162728223000055/0001627282-23-000055-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
