W.P. Carey Inc is a real estate investment trust principally involved in the ownership of properties located in the U.S., Western Europe, and Northern Europe. W.P. Carey organizes its operations into Real Estate and Investment Management segments. The vast majority of the company's income is derived from its Real Estate division in the form of lease revenue from long-term agreements with companies. W.P. Carey's real estate portfolio is comprised of single-tenant office, industrial, warehouse, and retail facilities located around the world. majority of the company's revenue comes from properties in the USA. Its Investment Management unit generates revenue from providing real estate advisory and portfolio management services to other REITs.
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The chart shows the growth of an initial investment of $10,000 in W.P. Carey Inc. (REIT), comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
W.P. Carey Inc. (REIT) (WPC) has returned 9.17% so far this year and 22.58% over the past 12 months. Looking at the last ten years, WPC has achieved an annualized return of 1.29%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of W.P. Carey Inc. (REIT) (WPC) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.39% | 7.03% | -8.78% | 3.37% | ||||||||
| 2025 | 2.87% | 16.58% | -1.71% | -1.64% | 0.19% | -0.03% | 3.05% | 3.20% | 1.26% | -2.63% | 2.79% | -4.15% |
| 2024 | -4.03% | -9.23% | 0.52% | -2.56% | 4.35% | -3.01% | 5.51% | 2.32% | 4.08% | -10.56% | 1.93% | -4.42% |
| 2023 | 8.98% | -4.52% | -4.28% | -4.07% | -6.04% | -2.50% | -3.90% | -17.44% | -0.46% | 15.71% | 4.53% | |
| 2022 | -5.65% | -0.03% | 4.22% | -0.52% | 3.75% | -1.57% | 8.18% | -5.71% | -16.40% | 7.92% | 2.94% | -1.31% |
| 2021 | -6.08% | 2.94% | 1.00% | 5.11% | -0.28% | -1.82% | 7.95% | -3.56% | -6.62% | 5.07% | -1.10% | 6.37% |
| 2020 | 4.85% | -8.19% | -25.37% | 17.99% | -5.79% | 12.38% | 4.72% | -2.79% | -5.72% | -4.21% | 9.82% | 0.37% |
| 2019 | 15.73% | -1.32% | 5.99% | 1.68% | 4.64% | -2.50% | 6.01% | 3.89% | -0.39% | 2.85% | -10.11% | -3.84% |
| 2018 | -5.83% | -7.62% | 3.20% | 3.23% | 5.41% | -1.31% | -1.28% | 2.23% | -3.53% | 2.69% | 6.58% | -3.77% |
| 2017 | 4.17% | 1.96% | -1.35% | 0.13% | 4.00% | 1.37% | 3.38% | 0.38% | -2.31% | 0.66% | 4.83% | -2.89% |
| 2016 | -1.40% | 4.72% | 8.37% | 4.53% | -8.27% | -3.06% | -5.52% | -4.19% | 2.32% |
The charts below present risk-adjusted performance metrics for W.P. Carey Inc. (REIT) (WPC) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of WPC compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current W.P. Carey Inc. (REIT) volatility is 1.01%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 17.99B | 17.54B | 17.98B | 18.10B | 15.48B | 14.71B | 14.06B | 14.18B | 8.23B | 8.45B | 8.75B | 8.64B | 4.68B | 4.61B | 1.46B | 1.17B |
| Temporary Equity (USD) | - | - | - | - | - | - | - | - | 965.00K | 965.00K | 14.94M | 6.07M | 7.44M | 40.00M | - | - |
| Equity Attributable To Parent (USD) | 8.12B | 8.43B | 8.70B | 8.99B | 7.58B | 6.88B | 6.94B | 6.82B | 3.19B | 3.30B | 3.43B | 3.75B | 1.90B | 1.99B | 682.58M | 625.01M |
| Equity Attributable To Noncontrolling Interest (USD) | 15.89M | 4.43M | 6.56M | 15.00M | 1.67M | 1.66M | 6.24M | 5.78M | 219.12M | 123.47M | 134.19M | 139.85M | 298.32M | 270.18M | 33.82M | 40.46M |
| Equity (USD) | 8.13B | 8.43B | 8.71B | 9.01B | 7.58B | 6.88B | 6.95B | 6.83B | 3.41B | 3.43B | 3.56B | 3.89B | 2.20B | 2.26B | 716.40M | 665.47M |
| Redeemable Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | 965.00K | 965.00K | 14.94M | 6.07M | 7.44M | - | - | - |
| Long-term Debt (USD) | 8.72B | 8.04B | 8.14B | 7.88B | 6.79B | 6.70B | 6.05B | 6.38B | 4.27B | 249.98M | 250.00M | 250.00M | 2.07B | 1.97B | - | - |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 9.86B | 9.10B | 9.27B | 9.09B | 7.90B | 7.83B | 7.11B | 7.35B | 4.82B | 5.03B | 5.18B | 4.74B | 2.47B | 2.30B | 738.52M | 499.31M |
| Liabilities (USD) | 9.86B | 9.10B | 9.27B | 9.09B | 7.90B | 7.83B | 7.11B | 7.35B | 4.82B | 5.03B | 5.18B | 4.74B | 2.47B | 2.30B | 738.52M | 499.31M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 17.99B | 17.54B | 17.98B | 18.10B | 15.48B | 14.71B | 14.06B | 14.18B | 8.23B | 8.45B | 8.75B | 8.64B | 4.68B | 4.61B | 1.46B | 1.17B |
| Assets (USD) | 17.99B | 17.54B | 17.98B | 18.10B | 15.48B | 14.71B | 14.06B | 14.18B | 8.23B | 8.45B | 8.75B | 8.64B | 4.68B | 4.61B | 1.46B | 1.17B |
W. P. Carey Inc. (NYSE: WPC) announced that its Board of Directors increased the quarterly cash dividend to $0.930 per share, equivalent to an annualized rate of $3.72 per share. The dividend is payable on April 15, 2026 to shareholders of record as of March 31, 2026. The company operates a diversified portfolio of 1,682 net lease properties covering approximately 183 million square feet.
The article highlights two net-lease REITs as attractive income investments in a lower interest rate environment. W.P. Carey (WPC) and Agree Realty (ADC) offer yields of 5.2% and 4.2% respectively, with strong fundamentals including high occupancy rates, quality tenants, and growth prospects. As the Fed cuts rates, these dividend-paying REITs are positioned to benefit from investor rotation out of money markets and into dividend payers.
An investor outlines three passive income investments for February: Energy Transfer (a high-yielding MLP with 7.3% yield and 3-5% annual distribution growth), the Schwab U.S. Dividend Equity ETF (3.8% yield tracking 100 dividend growth stocks), and W.P. Carey (a REIT with 5.2% yield investing in industrial and warehouse properties). All three offer steadily rising income streams supported by strong fundamentals and growth prospects.
W. P. Carey Inc. (NYSE: WPC) announced the income tax treatment of dividends reported on Form 1099-DIV for 2025. The company, a major net lease REIT with 1,662 properties covering approximately 183 million square feet, provided tax guidance for stockholders regarding their dividend distributions.
Realty Income and W.P. Carey are both net-lease REITs with similar 5.5% dividend yields but different growth profiles. Realty Income, the larger REIT with 15,500+ retail-focused properties, offers stability and 30 years of consecutive dividend increases, making it ideal for conservative investors. W.P. Carey, with 1,650 industrial assets, demonstrates faster growth potential with more aggressive investment strategies, though it faced a dividend cut in 2023. The article suggests both stocks could be suitable depending on investor risk tolerance, with the optimal choice potentially being to own both for diversification.
The article compares Lineage Logistics, a cold storage REIT, with W.P. Carey, recommending W.P. Carey as a better investment due to its diversification, lower risk, and more stable income stream.
W. P. Carey Inc. announced a 4.5% increase in its quarterly cash dividend to $0.920 per share, payable on January 15, 2026 to stockholders of record as of December 31, 2025.
The article compares two dividend-paying REITs, AGNC Investment and W.P. Carey, highlighting that while AGNC offers a higher yield of 13.7%, it has an unreliable dividend history. W.P. Carey, with a 5.5% yield, is presented as a more strategic and stable dividend investment after a strategic dividend cut in 2023.
The article compares Realty Income and W.P. Carey, two net lease REITs, highlighting W.P. Carey's potential for growth after strategically cutting its dividend and exiting the office property market in 2023.
An investor highlights two high-yielding dividend stocks, Brookfield Infrastructure and W.P. Carey, for their stable cash flows, inflation protection, and consistent dividend growth potential.