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W. P. Carey (WPC) investor relations material
W. P. Carey Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Strong momentum in Q3 2025 with performance ahead of expectations, AFFO per share up 5.9% year-over-year to $1.25, and full-year AFFO guidance raised to $4.93–$4.99 per share, among the highest in the net lease sector.
Portfolio includes 1,662 properties, 373 tenants, and 183 million sq. ft. with 97% occupancy and a weighted average lease term of 12.1 years.
Year-to-date investment volume reached $1.65 billion at a 7.6% cap rate, with most investments in warehouse and industrial properties; recent acquisitions include Reddy Ice, Soteria, and Dollar General.
Balance sheet strength and $2.1 billion in liquidity provide flexibility for future investments and capital allocation.
Maintains stable cash flows from long-term leases with strong contractual rent escalations and proactive asset management.
Financial highlights
Q3 2025 AFFO per share was $1.25, up 5.9% year-over-year; AFFO for the quarter was $276.6 million.
Full-year 2025 AFFO guidance raised to $4.93–$4.99 per share, implying 5.5% growth at midpoint.
Total revenues for Q3 2025 were $431.3 million, up 8.5% year-over-year; year-to-date revenues reached $1.27 billion.
Portfolio occupancy rate was 97% at quarter end, with a weighted average lease term of 12.1 years.
Quarterly dividend increased 4% year-over-year to $0.91 per share, with a 5.4% annualized yield.
Outlook and guidance
Full-year investment volume guidance raised to $1.8–$2.1 billion; disposition volume expected at $1.3–$1.5 billion.
Contractual same-store rent growth expected to remain strong in 2026, likely surpassing 2.5%.
Management expects to fund future cash requirements through operations, property dispositions, available credit, and potential debt or equity issuances.
General and administrative expenses expected at $99–$102 million; property expenses at $51–$54 million.
New U.S. tax legislation effective July 2025 may positively impact REIT dividend deductions and asset test limits.
Reinvestment spreads from dispositions?
Future of self-storage portfolio?
Funding strategy for 2026 AFFO growth?
Equity to fund 2026 investments
Hellweg exposure reduction timeline?
Expand capital projects proportion
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Next W. P. Carey earnings date
Q4 20259 Feb, 2026
Next W. P. Carey earnings date
Q4 20259 Feb, 2026
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Frequently asked questions
W. P. Carey Inc. operates as a self-administered and self-managed net lease real estate investment trust (REIT). The Company's business strategy is to acquire, finance, develop, manage and operate operating properties which it leases to tenants, who are typically Fortune 1000 or other large multinational companies. W. P. Carey researches, acquires and manages its portfolio of properties in the United States and in Canada.
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