CaliberCos Inc. issues new preferred stock series

Published 11/03/2025, 11:10
CaliberCos Inc. issues new preferred stock series

CaliberCos Inc. (NASDAQ:CWD), a real estate firm currently trading at $0.56 per share with a market capitalization of $12.61 million, has announced the creation of a new series of preferred stock, according to an 8-K filing with the Securities and Exchange Commission. The Delaware-incorporated company, which has seen its stock price decline by over 50% in the past year according to InvestingPro data, reported on Monday that it had filed a Certificate of Designation to establish the terms for its Series AA Cumulative Redeemable Preferred Stock.

The newly designated Series AA Preferred Stock, totaling 800,000 shares, will rank senior to CaliberCos’ common stock and on par with its Series A Convertible Preferred Stock in terms of dividend rights and liquidation preference. Each share has a stated value of $25.00 and holders are entitled to cumulative monthly dividends at an annual rate of 9.5%. Dividends accrue from the issuance date and are payable monthly in arrears. With InvestingPro analysis showing negative EBITDA of $6.9 million in the last twelve months, this new preferred stock offering could provide important capital for the company’s operations.

If dividends are not paid within 30 days of the due date, the accrual rate will increase to 18% until the default is cured. The board of directors, however, retains the right to suspend dividend payments if it deems that cash redemptions would not be in the company’s best interest or if sufficient cash is not available.

The Series AA Preferred Stock also includes provisions for redemption at the holder’s option on a quarterly basis, subject to a quarterly cap of 4% of the outstanding shares and certain redemption fees. CaliberCos can also redeem the shares at its option or is required to do so on the third anniversary of their issuance. Additionally, in the event of a holder’s death, total disability, or bankruptcy, the company may repurchase shares under specific conditions. Notably, InvestingPro data shows the company maintains a strong current ratio of 4.48, suggesting adequate liquidity to meet potential redemption obligations.

Holders of the new preferred stock will not have voting rights except in instances where changes to the terms of the Series AA Preferred Stock or certain corporate actions that adversely affect their rights are proposed.

This strategic move by CaliberCos Inc. expands its financial instruments and offers investors a new opportunity to invest in the company’s preferred shares. The information for this article is based on a press release statement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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