Critical Review: Broad Street Realty (OTCMKTS:BRST) vs. CaliberCos (NASDAQ:CWD)

Profitability

This table compares CaliberCos and Broad Street Realty’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
CaliberCos	-16.19%	-13.83%	-5.03%
Broad Street Realty	-49.69%	-373.96%	-5.72%

Valuation and Earnings

This table compares CaliberCos and Broad Street Realty”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
CaliberCos	$66.38 million	0.22	-$12.70 million	($0.50)	-1.27
Broad Street Realty	$42.17 million	0.08	-$3.09 million	($0.84)	-0.12

Broad Street Realty has lower revenue, but higher earnings than CaliberCos. CaliberCos is trading at a lower price-to-earnings ratio than Broad Street Realty, indicating that it is currently the more affordable of the two stocks.

Risk and Volatility

CaliberCos has a beta of -1.03, indicating that its share price is 203% less volatile than the S&P 500. Comparatively, Broad Street Realty has a beta of 2.43, indicating that its share price is 143% more volatile than the S&P 500.

Insider & Institutional Ownership

4.1% of CaliberCos shares are owned by institutional investors. 42.3% of CaliberCos shares are owned by insiders. Comparatively, 26.6% of Broad Street Realty shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

CaliberCos beats Broad Street Realty on 8 of the 11 factors compared between the two stocks.

About CaliberCos

Caliber (NASDAQ: CWD) is a vertically integrated alternative asset management firm whose purpose is to build generational wealth for investors seeking to access opportunities in middle-market assets. Caliber differentiates itself by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments which are managed by our in-house asset services group. Our funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. Additional information can be found at Caliberco.com and CaliberFunds.co.

About Broad Street Realty

Broad Street Realty, Inc. owns, operates, develops, and redevelops grocery-anchored shopping centers, street retail-based properties, and mixed-use assets in the Mid-Atlantic, Southeast, and Colorado. The company provides commercial real estate brokerage services for owned and third-party offices, and industrial and retail operators and tenants, as well as leases its properties. It also offers oversight of day-to-day operations, coordination, tenant improvements, and building services; and real estate management and engineering services to property owners, as well as provides tenant representation, property and asset management, construction-related services, real estate sales and acquisition, and other financing services. Broad Street Realty, Inc. is based in Reston, Virginia.