secwatch.observer — SEC 8-K summary
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Issuer:     CaliberCos Inc. (CWD)
CIK:        0001627282
Form:       8-K
Filed at:   2023-11-09T23:59:59+00:00
Accession:  0001627282-23-000055
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1627282/000162728223000055/0001627282-23-000055-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1627282/000162728223000055/cwd-20231109.htm
  HTML page:      https://secwatch.observer/filing/0001627282-23-000055

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