MASHINIi

CaliberCos Inc..

CWD.US | Real estate activities with own or leased property

CaliberCos Inc. is a vertically integrated alternative asset manager and real estate developer. The company focuses on middle-market assets, primarily in the growth regions of the United States. Caliber operates through various business segments, including real estate development, construction servi...Show More

Ethical Profile

Mixed.

CaliberCos Inc. is recognized as a Top Company to Work For in Arizona, reporting 91% employee engagement—three times the national average. An internal survey scored worker satisfaction at 90%. While the CEO's 2024 compensation of $889.3k was above average for similar firms, employee morale appears high. Environmentally, CaliberCos recycled over 20,000 tons in FY2023, achieving a 27% waste diversion rate. Its closed-loop hazardous waste recycling program allegedly avoided over 900 tons of GHG emissions, complemented by a repair-first approach and energy-efficient tech. Critics note a lack of specific waste reduction targets and comprehensive product sustainability data.

Value Scores

Better Health for All0
-100100
Fair Money & Economic Opportunity0
-100100
Fair Pay & Worker Respect30
-100100
Fair Trade & Ethical Sourcing0
-100100
Honest & Fair Business-40
-100100
Kind to Animals0
-100100
No War, No Weapons0
-100100
Planet-Friendly Business0
-100100
Respect for Cultures & Communities0
-100100
Safe & Smart Tech-10
-100100
Zero Waste & Sustainable Products-40
-100100

Better Health for All

0

CaliberCos Inc. (CWD.US), a real estate developer, is involved in the development of the PURE Pickleball & Padel facility, which will include a 3,000 square foot sports performance and recovery center operated by HonorHealth.

1
This center is planned to offer sports medicine, orthopedic services, first aid, athletic training, injury prevention, and strength and conditioning, aiming to improve community health and wellness.
2
However, as a real estate developer, CWD.US's core business is generally health-neutral, and the proportion of this health-positive project within its overall portfolio is not specified. Therefore, the net health effect of the firm's principal goods or services is considered neutral. Similarly, while the facility will offer injury prevention programs, there is no data to quantify CWD.US's specific emphasis or investment in preventative health measures as part of its overall business.
3

Fair Money & Economic Opportunity

0

CaliberCos Inc. operates as an alternative asset manager and real estate developer, not a financial institution offering consumer lending or deposit services. The company's core business involves managing investment funds, such as Opportunity Zone funds (CTAF I and CTAF II), and developing real estate projects.

1
These activities do not directly involve providing consumer financial products or services. Therefore, KPIs related to consumer lending, pricing, fees, data accessibility, debt burden, and financial literacy initiatives are not applicable. While the company's investments in Qualified Opportunity Zones aim to stimulate socio-economic growth and create jobs in underserved communities, this is an outcome of real estate development and investment, rather than direct financial service provision to underserved clients or a loan book for micro-segments.
2
No evidence of regulatory actions or fines related to fair lending was found.
3

Fair Pay & Worker Respect

30

Caliber's employee surveys indicate an overall employee engagement of 91%.

1
This engagement level is approximately three times the national average of 33%.
2

Fair Trade & Ethical Sourcing

0

No specific, concrete data points were found in the provided article regarding fair trade certifications, supply chain audits, incidents of forced or child labor, supply chain traceability, remediation speed for violations, ethical clause coverage in supplier contracts, spend on high-risk materials, or supplier diversity spend. The article focuses on real estate development activities, sales, and general strategies for mitigating supply chain and labor challenges, but does not provide quantifiable evidence for the ethical sourcing KPIs.

1

Honest & Fair Business

-40

CaliberCos Inc. has a formal whistleblower policy, dated November 8, 2023, which encourages reporting of 'Legality, Ethical, Honesty, and Integrity Issues'.

1
The policy provides multiple reporting methods, including in-person, a hotline, email, and mail.
2
It prohibits retaliation against whistleblowers and states that such instances will be investigated.
3
However, the policy notes that confidentiality and anonymity may be limited in anonymous submissions.
4

Kind to Animals

0

CaliberCos Inc. is a real estate developer and asset manager, a business model that typically does not involve animal testing, animal agriculture, or animal-derived products. While CrueltyFreeInvesting.org lists Caliber with a "No Animal Exploitation" designation,

1
this is an external assessment and not a direct statement from the company regarding its animal testing policy or volume. The company supports the Whispering Hope Ranch Foundation, a 45-acre facility that uses animal interactions for children with special needs,
2
but there is no evidence of humane certifications for these operations, nor any measurable wildlife conservation impact or animal agriculture practices. Information regarding animal-free R&D collaboration is also not relevant to animal welfare.

No War, No Weapons

0

CaliberCos Inc. operates as a real estate developer, asset manager, and in hospitality, with recent ventures into digital asset treasury.

1
The provided articles and company description contain no evidence of involvement in arms manufacturing, military contracts, dual-use technologies, or any other activities related to the 'No War, No Weapons' ethical value. Therefore, all KPIs under this value are scored as N/A, indicating no direct applicability to the company's core business or disclosed operations.

Planet-Friendly Business

0

No evidence available to assess CaliberCos Inc. on Planet-Friendly Business.

Respect for Cultures & Communities

0

No evidence available to assess CaliberCos Inc. on Respect for Cultures & Communities.

Safe & Smart Tech

-10

The company provides annual privacy and security training for employees, with incident response and recovery plans periodically tested for effectiveness.

1
Users have comprehensive data control options, including rights to access, delete, correct, and restrict sensitive personal information under CCPA/CPRA, GDPR, UK GDPR, and PIPEDA.
2
They can also opt out of cookies and tracking via various methods, and the company honors opt-out preference signals like GPC.
3
There are no documented incidents of unauthorized data use, though the company shares personal information with partners for operational services and targeted advertising, as disclosed in its privacy policy.
4
For authentication, the company uses cookies to ensure authorized user access and collects passwords, but does not specify multi-factor authentication availability.
5
Vulnerability assessments are conducted by third-party consultants, including penetration testing, and technical safeguards are regularly evaluated and improved based on threat intelligence.
6
However, critical vulnerabilities are patched within 45-60 days on average.
7
The company states compliance with various privacy laws, including CCPA, CPRA, GDPR, UK GDPR, PIPEDA, and also the Bank Secrecy Act and Office of Foreign Assets Control sanction lists.
8
The company retains personal information as long as necessary to provide services and comply with legal obligations, and afterwards retains some information in a de-identified and/or aggregated form, but does not specify retention periods shorter than 3-5 years for most data.
9

Zero Waste & Sustainable Products

-40

Caliber achieved a 27% waste diversion rate in FY2023 through recycling.

1
The company implements waste reduction initiatives including recycling, hazardous waste management, a repair-first approach, investment in plastic welders, energy utilization management programs, waterborne paints, and LED lighting.
2
It has a hazardous waste management program that includes a closed-loop recycling program for filters and solvent waste, which avoided 900+ tons of GHG emissions in FY2023.
3
Products are offered with a lifetime warranty.
4
A 10-step repair process is detailed in the Owner's Manual.
5
Waste audits are conducted annually for all facilities with action plans. The company also has a Supplier Code of Conduct that includes waste-related requirements for all tier-1 suppliers.
6

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AI-generated analysis based on publicly available data. Not financial advice. Ratings are expressions of opinion derived from automated models and may contain inaccuracies. See our Risk Disclosure for full details.