# EDGAR Filing Document

**Accession Number:** 0001627282
**File Stem:** 0001627282-26-000004
**Filing Date:** 2026-2
**Character Count:** 12334
**Document Hash:** 17d0d4e5aeb0ce841500e10197041986
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001627282-26-000004.hdr.sgml**: 20260227

**ACCESSION NUMBER**: 0001627282-26-000004

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 14

**CONFORMED PERIOD OF REPORT**: 20260227

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260227

**DATE AS OF CHANGE**: 20260227

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CaliberCos Inc.
- **CENTRAL INDEX KEY:** 0001627282
- **STANDARD INDUSTRIAL CLASSIFICATION:** REAL ESTATE [6500]
- **ORGANIZATION NAME:** 05 Real Estate & Construction
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-41703
- **FILM NUMBER:** 26696240

**BUSINESS ADDRESS:**
- **STREET 1:** 8901 E. MOUNTAIN VIEW RD.
- **STREET 2:** SUITE 150
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85258
- **BUSINESS PHONE:** 480-295-7600

**MAIL ADDRESS:**
- **STREET 1:** 8901 E. MOUNTAIN VIEW RD.
- **STREET 2:** SUITE 150
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85258

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CaliberCo Inc.
- **DATE OF NAME CHANGE:** 20141205

?xml version='1.0' encoding='ASCII'? cwd-20260227

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**FORM 8-K**

**CURRENT REPORT**

**PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934**

Date of report (Date of earliest event reported):

February 27, 2026

**<u>CALIBERCOS INC.</u>**

(Exact Name of Registrant as Specified in Its Charter)

**Delaware**

(State or Other Jurisdiction of Incorporation)

---

| | |
|:---|:---|
| **001-41703** | **47-2426901** |
| (Commission File Number) | (IRS Employer Identification No.) |

---

---

| | |
|:---|:---|
| **8901 E. Mountain View Rd. Ste. 150, Scottsdale, AZ** | **85258** |
| (Address of Principal Executive Offices) | (Zip Code) |

---

**(480) 295-7600**

(Registrant's Telephone Number, Including Area Code)

**N/A**

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (*see* General Instruction A.2. below):

□ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

□ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

□ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

□ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

---

| | | |
|:---|:---|:---|
| **Title of each class** | **Trading Symbols** | **Name of each exchange on which registered** |
| Class A Common Stock, par value $0.001 | CWD | The Nasdaq Stock Market LLC |

---

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company ⌧

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. □

------

**Item 7.01 Regulation FD Disclosure.**

On February 27, 2026, CaliberCos Inc. (the "Company" or "Caliber") issued a press release announcing the sale of the Holiday Inn Ocotillo for $13.0 million. The asset was owned by Caliber Hospitality Trust, Inc. ("CHT"). Caliber intends to recycle the proceeds from the sale, combine them with new equity raised through in-house capital markets platform and institutional partnerships, and begin expanding the CHT portfolio in 2026.

A copy of the press release is attached to this Current Report on Form 8-K as Exhibit 99.1 and is hereby furnished pursuant to this Item 7.01.

*The information disclosed under this Item 7.01, including Exhibit 99.1 attached hereto, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.*

**Item 9.01. Financial Statements and Exhibits.**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(d)Exhibits

---

| | |
|:---|:---|
| **Exhibit**<br>**No.** | **Exhibit** |
| <u>[99.1](ex_991xholidayinnocotillos.htm)</u> | <u>[Press release dated February 27, 2026](ex_991xholidayinnocotillos.htm)</u> |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |

---

------

**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

---

| | | |
|:---|:---|:---|
| | **CaliberCos Inc.** | **CaliberCos Inc.** |
| Date: February 27, 2026 |  |  |
|  | By: | */s/ John C. Loeffler, II* |
|  | Name: | John C. Loeffler, II |
|  | Title: | Chief Executive Officer |

---

## Exhibit 99.1

 **Exhibit 99.1**

![caliberlogoprospectus.jpg](caliberlogoprospectus.jpg)

**Caliber Completes Sale of Holiday Inn Ocotillo for $13.0 Million and Positions Caliber Hospitality Trust for 2026-2027 Expansion**

**SCOTTSDALE, AZ, Feb. 27, 2026 (GLOBE NEWSWIRE)** – Caliber (NASDAQ: CWD), a diversified real estate investor, developer, and manager, today announced the sale of the Holiday Inn Ocotillo in the Phoenix–Chandler submarket for $13.0 million. The asset was owned by Caliber Hospitality Trust, Inc. (CHT); Caliber's private Umbrella Partnership C-Corporation (Up-C) vehicle focused on transformational and value enhancing opportunities in the hospitality space.

"This transaction reflects the discipline of our acquisition and repositioning strategy," said Chris Loeffler, Chief Executive Officer of Caliber. "We acquired the property prior to COVID, navigated through one of the most disruptive periods in the history of the hospitality industry, and exited the investment at a time when we are seeing better uses of capital. We now turn our attention back to growth as we enter a market full of new opportunities to create value for CHT."

Caliber intends to recycle proceeds from the Holiday Inn Ocotillo sale, combine them with new equity raised through its in-house capital markets platform and institutional partnerships, and begin expanding the CHT portfolio in 2026.

**Reintroducing the Caliber Hospitality Trust (CHT) Strategy** 

CHT was formed as an institutional-grade acquisition platform designed to aggregate branded, cash-flowing hotels through tax-efficient hotel contribution transactions, strategic value-add acquisitions, select development opportunities, and strategic partnerships.

During 2024 and 2025, Caliber focused on the structuring of CHT and evaluating multiple initial contribution and acquisition opportunities to create greater scale. As hotel profitability declined nationally amid rising interest rates and margin compression, many of those opportunities no longer met the objectives for CHT and CHT elected not to close on certain transactions that no longer met our return thresholds. Capital structures remain challenged across the sector, and 2026–2027 represents a more compelling acquisition window than prior years.

Many hotels today generate positive property-level cash flow but face upcoming loan maturities, and brand-mandated property improvement plans and inefficient operating structures. CHT is designed to provide flexible solutions to contributors of hotels, including potential tax-advantaged exchange transactions, debt restructuring or replacement, collaboration with brands to capitalize required improvements, renovation expertise, and institutional quality asset management to support existing management teams.

------

CHT's acquisition strategy is centered on maximizing distributable cash flow relative to equity deployed, with a focus on disciplined underwriting, value add renovations, relentless focus on asset management, balance sheet stability, to affect a scalable portfolio strategy.

**CHT Positioned to Drive Shareholder Value for Caliber Shareholders** 

As the sponsor of CHT and owner of the external advisor to the Trust, Caliber generates revenue through asset management fees, performance-based incentives, and potential balance sheet participation. Growth of the Trust's asset base and cash flow is expected to contribute to increased recurring revenue and operating leverage at the Caliber level.

CHT is designed to grow at an institutional scale. As the portfolio expands, CHT intends to evaluate liquidity pathways that may include a non-traded REIT structure, offering quarterly liquidity, with the long-term objective of achieving sufficient size and operating performance to pursue a public listing.

"We believe we are entering a period where disciplined buyers with flexible capital can create meaningful value in hospitality," Loeffler added. "Our focus is on acquiring assets that generate strong cash flow per dollar of equity invested and building the Trust methodically, with long-term alignment between CHT's investors and Caliber's shareholders."

**About Caliber (CaliberCos Inc.)** 

Caliber (Nasdaq: CWD) is an alternative investment manager with over $2.9 billion in Managed Assets and a 16-year track record in private equity real estate investing across hospitality, multi-family, and industrial real estate. In 2025, Caliber became the firstU.S. public real estate platform to launch a Digital Asset Treasury strategy anchored in Chainlink (LINK). This initiative bridges real and digital asset investing through an equity-funded, disciplined approach that includes staking for yield. Investors can participate via Caliber's publicly traded equity (Nasdaq: CWD) and private real estate funds. Learn more at caliberco.com.

**About Caliber Hospitality Trust, Inc. (CHT)** 

Caliber Hospitality Trust, Inc. is a private Up-C (similar to an UPREIT) vehicle sponsored by Caliber and focused on acquiring and recapitalizing branded hotel assets across the United States. The Trust is structured to provide tax-efficient transaction alternatives for sellers while delivering investors exposure to the benefits of hospitality investing.

**Forward-Looking Statements** 

This press release contains "forward-looking statements" that are subject to substantial risks and uncertainties. All statements, other than statements of historical fact, contained in this press release are forward-looking statements. Forward-looking statements contained in this press release may be identified by the use of words such as "anticipate," "believe," "contemplate," "could," "estimate," "expect," "intend," "seek," "may," "might," "plan," "potential," "predict," "project," "target," "aim," "should," "will" "would," or the negative of these words or other similar expressions, although not all forward-looking statements contain these words. Forward-looking statements are based on the Company's current expectations and are subject to inherent

------

uncertainties, risks and assumptions that are difficult to predict. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. These and other risks and uncertainties are described more fully in the section titled "Risk Factors" in the final prospectus related to the Company's public offering filed with the SEC and other reports filed with the SEC thereafter. Forward-looking statements contained in this announcement are made as of this date, and the Company undertakes no duty to update such information except as required under applicable law.

**CONTACTS**:

**Caliber Investor Relations**

Ilya Grozovsky

+1 480-214-1915

Ilya@CaliberCo.com

**Impact Partners Public Relations**

Philip Robertson

Probertson@Impactpartners.llc

<br>