Mar 31

WP Carey Q1 2025 Earnings Report

W. P. Carey reported steady performance with solid investment activity and maintained guidance.

Key Takeaways

W. P. Carey delivered resilient Q1 2025 results, with consistent revenue growth and investment activity, despite a challenging economic environment.

Net income was $125.8 million, down 21% year-over-year.

AFFO per diluted share grew to $1.17, up 2.6% year-over-year.

Completed $448.6 million of investments year-to-date.

Reaffirmed full-year AFFO guidance range of $4.82 to $4.92 per share.

Total Revenue
$410M
Previous year: $390M
+5.2%
EPS
$1.17
Previous year: $1.14
+2.6%
Net Leased Properties
1.61K
Tenants
366
Square Footage
177M

WP Carey

WP Carey

WP Carey Revenue by Segment

Forward Guidance

W. P. Carey reaffirmed its AFFO guidance for full-year 2025, projecting steady investment volumes and strong balance sheet management.

Positive Outlook

  • Reaffirmed full-year AFFO guidance of $4.82 to $4.92 per diluted share.
  • Projected investment volume between $1.0 billion and $1.5 billion.
  • Maintained liquidity position with $2.0 billion available.
  • Planned capital investments of $117.1 million scheduled for 2025.
  • No need to issue new equity capital for 2025 growth targets.

Challenges Ahead

  • Net income down 21% year-over-year, mainly due to non-cash items.
  • Higher credit loss allowances impacted income.
  • Remeasurement of foreign debt contributed to losses.
  • Lower income from finance leases after U-Haul portfolio sale.
  • Economic uncertainties could impact transaction visibility.