W.P. Carey: Long-term potential after a strategic reset

W.P. Carey $WPC (REIT) underwent a major transformation in 2024 that included an exit from the office sector. While painful in the short term, this decision promises to have a positive impact on financial stability and growth in the long term.

Key changes and opportunities

1. Exit from the office sector

- The sale of office...
Read more

What is your favoriteREIT (other than $O)?

For me, it would have to be $VICI, which is the second and final REIT in my portfolio. Also interesting are the shares of $WPC, which I don't have in my portfolio, but may include in time.

Investors, what REITs do you have in your portfolio?

I've been adding mostly $O and $VICI lately, as those prices have been nice, and I'm still thinking about $WPC.

WP Carey reported their results yesterday, which were somehow neither good nor bad for me. Shares of $WPC are currently at a nice price and the company also pays a nice dividend.

How do you view WPC and do you have shares of $WPC in your portfolio?

Investors, which REITs are included in your portfolio?

REITs are down quite a bit this year, so I've been adding shares of $O and $VICI and plan to take a closer look at $WPC. Shares of $O even got below $50 last month so I overbought, but the price is still great for me so I'll be overbought some more this month.

$WPC is down more than 7% today on news that the board has approved a plan to exit office assets within its portfolio.
This plan includes:
1) Spin-off into a separate publicly traded REIT, with 59 office properties to be transferred to Net Lease Office Properties (NLOP).
2) Sale of office assets: 87 office properties will remain owned by $WPC and will be sold by January 2024.

The...
Read more

I came across a REIT that I found very interesting. REIT $WPC is currently at a very low price and the stock is very undervalued for me, as I see the fair price of the stock somewhere between $85-$90 and a very similar fair price for the stock is shown by the Bulios indicator. I see potential in this company and I believe the stock will start to grow and as a bonus there is a...
Read more

A summary of the news over the last few days around the US.

Recession, recession, recession. We hear it over and over again, even if you plug your ears. I've been hearing it a lot lately, so let's see what the situation is. Recent statements from economic strategists.

REITs are going down after all. Slowly but surely.

For example, the popular $WPC ...
Read more