Father Time has proven to be one of the few insurmountable forces in life. Companies change as they age, evolve, or progress through the corporate life cycle. Most change for the better, while some change for the worse. Some companies evolve and reshape themselves through innovation, keeping up with the times and profiting as a result. On the other hand, some companies age less gracefully, becoming a victim of their former success. This past week, we wrote an article covering Realty Income Corporation (O), ...

Disciplined Capital Allocator cowssystems:www.comments.com/stars/spares/spartn Source: February 9th, 2024 News Announcement, Seeking Alpha. | --- | --- | |------------|------------------------------| | | | | | Table 5: Cap Rate Minus WACC | | Cap Rate | 7.53% | | WACC | 6.74% | | Difference | 0.79% | There are important risks and limitations that should be considered. For this framework, small changes in the inputs have a material impact on the results. This is why we would feel more comfortable if the inve ...

Lineage Logistics, a real estate investment trust (REIT) focused on cold storage facilities, is preparing to go public. It's seeking to raise up to $3.9 billion -- a $19.2 billion valuation -- making it the biggest initial public offering (IPO) of 2024 by a wide margin. It would be more than double the $1.5 billion raised by cruise operator Viking Holdings earlier this year at a $10.4 billion valuation. Lineage Logistics is the largest company focused on operating cold storage facilities. It has 482 of thes ...

NEW YORK, July 17, 2024 /PRNewswire/ -- W. P. Carey Inc. (W. P. Carey, NYSE: WPC), a leading net lease REIT, announced today that it will release its financial results for the second quarter ended June 30, 2024 after the market closes on Tuesday, July 30, 2024. Live Conference Call and Audio Webcast W. P. Carey Inc. | --- | |-----------------------------------------| | | | Institutional Investors | | Peter Sands | | 1 (212) 492-1110 | | [email protected] | | Individual Investors : W. P. Carey Inc. | | 1 (21 ...

START and and and and and and and and and and and and and and and and and and the world of the first I p I can't help but respect W. P. Carey's (NYSE:WPC) strong business metrics (high occupancy rate, solid WALT, reasonable tenant diversification) and the quality of its portfolio leaning towards industrial properties. These factors made me invest in the business in the first place. Nevertheless, there are some factors that cannot go unnoticed that made me stop adding since the announcement of the office pro ...

There's no question that Agree has rewarded investors well over the past decade or so. The net lease real estate investment trust (REIT) has increased its portfolio from 130 properties at the end of 2013 to over 2,100 at the end of the first quarter of 2024. Gearing up for growth at W.P. Carey That said, the portfolio overhaul (including some other asset sales) will leave W.P. Carey with around $2.8 billion worth of investment capacity. That will allow the REIT to start growing again. That external growth w ...

Mr. Fox said, "John has been an integral member of the W. P. Carey team for nearly 37 years. His contributions to our success have been numerous and I have personally valued his insights, creativity, and importantly, his friendship over the years. On behalf of the entire company, I want to thank John for the critical role he played in shaping W. P. Carey." www.wpcarey.com NEW YORK, July 10, 2024 /PRNewswire/ -- W. P. Carey Inc. (NYSE: WPC), a leading net lease REIT, today announced that John Park will step ...

Sarah Lewis-Kulin, Vice President of Global Recognition at Great Place to Work, said: "Great Place to Work Certification is a highly coveted achievement that requires consistent and intentional dedication to the overall employee experience. By successfully earning this recognition, it is evident that W. P. Carey stands out as one of the top companies to work for, providing a great workplace environment for its employees." In addition, W. P. Carey was selected as one of this year's Best Small and Medium Work ...

公司信息 * **公司名称**：W. P. Carey Inc. (NYSE:WPC) * **市值**：约120亿美元 * **企业价值**：约200亿美元 * **主要投资领域**：净租赁，超过50年 * **上市时间**：2012年 * **资产规模**：约1300个净租赁物业，产生约13亿美元的ABR * **地区分布**：63%的ABR来自北美，其余分布在北欧和西欧 * **主要资产类型**：工业和仓库（约三分之二ABR），零售（约20%ABR） 核心观点和论据 * **投资环境**：目前市场环境良好，主要通过出售-回租交易获取投资机会，欧洲市场活动增加。 * **投资策略**：通过收购和租金增长实现收益增长，重点关注工业和仓库物业以及零售物业。 * **投资规模**：预计2024年投资规模在15亿至20亿美元之间。 * **收益增长**：预计2024年收益增长约3%，其中约54%的ABR来自与通货膨胀或CPI挂钩的租金增长。 * **资产负债表**：资产负债表保守，流动性充足，投资评级为Baa1（穆迪）和BBB+（标准普尔）。 * **资本配置**：通过出售办公室资产获得大量现金，用于新投资和偿还债务。 * **资本来源**：除了传统的净租赁资本来源外，还有Lineage的股权投资和自存储资产。 其他重要内容 * **欧洲市场**：欧洲市场活动增加，部分原因是出售-回租交易的增加和信用利差的收窄。 * **美国市场**：美国市场表现稳定，预计2024年收益增长约3%。 * **资本成本**：通过在欧洲市场发行欧元债券，降低了资本成本。 * **办公室退出**：已成功完成约8亿美元的办公室资产出售计划。 * **未来展望**：预计2024年收益增长约6%，预计2024年总股东回报率将达到低双位数。

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________ to __________ Commission File Number: 001-13779 W. P. Carey Inc. (Exact name of registrant as specified in its charter) Maryland 45-4549771 (State of incorpora ...