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    SEC Form SC 13D filed by W. P. Carey Inc.

    6/21/21 4:10:34 PM ET
    $WPC
    Real Estate Investment Trusts
    Real Estate
    Get the next $WPC alert in real time by email
    SC 13D 1 tm2120110d1_sc13d.htm SC 13D

     

     

     

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION

     

    Washington, D.C. 20549

     

    SCHEDULE 13D

     

    Under the Securities Exchange Act of 1934
    (Amendment No._)*

     

    Corporate Property Associates 18 - Global Incorporated

    (Name of Issuer)

     

    Class A Common Stock, par value $0.001 per share

    Class C Common Stock, par value $0.001 per share

    (Title of Class of Securities)

     

    Class A: 22004E109

    Class C: 22004E208

    (CUSIP Number)

     

    Jason E. Fox
    c/o W. P. Carey Inc.
    One Manhattan West
    395 9th Avenue, 58th Floor
    New York, New York 10001
    (212) 492-1100

     

    With a copy to:

     

    Christopher P. Giordano, Esq.
    Jon Venick, Esq.
    DLA Piper LLP (US)
    1251 Avenue of the Americas
    New York, New York 10020
    (212) 335-4500

    (Name, Address and Telephone Number of Person Authorized to
    Receive Notices and Communications)

     

    June 9, 2021

    (Date of Event Which Requires Filing of this Statement)

     

    If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of § §240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. ¨

     

    Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See §240.13d-7 for other parties to whom copies are to be sent.

     

    * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.

     

    The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

     

     

     

     

     

    CUSIP No. 22004E109, 22004E208

    1 NAMES OF REPORTING PERSONS.  
       
    W. P. Carey Inc. (I.R.S. Identification Number 45-4549771)  
         
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)  
       
    (a) ¨  
    (b) x  
         
    3    
    SEC USE ONLY  
       
    4 SOURCE OF FUNDS (SEE INSTRUCTIONS)  
       
    OO  
         
    5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e)  
       
    ¨  
         
    6 CITIZENSHIP OR PLACE OF ORGANIZATION  
       
    Maryland  

     

    NUMBER OF

     

    SHARES

     

    BENEFICIALLY

     

    BY

     

    OWNED BY

     

    EACH

     

    REPORTING

     

    PERSON

     

    WITH

    7 SOLE VOTING POWER
     
     
    8 SHARED VOTING POWER
     
    7,629,144
       
    9 SOLE DISPOSITIVE POWER
     
     
    10 SHARED DISPOSITIVE POWER
     
    7,629,144

    11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON  
       
    7,629,144  
         
    12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)  
       
    ¨  
         
    13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)  
       
    5.0%(1)  
         
    14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)  
    CO  

     

     

    (1) Based upon 152,372,203 shares of Class A Common Stock and Class C Common Stock of Corporate Property Associates 18 - Global Incorporated (the “Company”) (Class A Common Stock and Class C Common Stock, together, the “Common Stock”) outstanding on June 9, 2021.

     

    1

     

     

    CUSIP No. 22004E109, 22004E208

    1 NAMES OF REPORTING PERSONS.  
       
    WPC Holdco LLC (I.R.S. Identification Number 37-1664913)  
         
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)  
       
    (a) ¨  
    (b) x  
         
    3    
    SEC USE ONLY  
       
    4 SOURCE OF FUNDS (SEE INSTRUCTIONS)  
       
    AF, OO  
         
    5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e)  
       
    ¨  
         
    6 CITIZENSHIP OR PLACE OF ORGANIZATION  
       
    Maryland  

     

    NUMBER OF

     

    SHARES

     

    BENEFICIALLY

     

    BY

     

    OWNED BY

     

    EACH

     

    REPORTING

     

    PERSON

     

    WITH

    7 SOLE VOTING POWER
     
    5,460,668
    8 SHARED VOTING POWER
     
     
       
    9 SOLE DISPOSITIVE POWER
     
    5,460,668
    10 SHARED DISPOSITIVE POWER
     
     

    11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON  
       
    5,460,668  
         
    12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)  
       
    ¨  
         
    13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)  
       
    3.6%(2)  
         
    14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)  
    OO  

     

     

    (2) Based upon 152,372,203 shares of Common Stock outstanding on June 9, 2021.

     

    2

     

     

    CUSIP No. 22004E109, 22004E208

    1 NAMES OF REPORTING PERSONS.  
       

    Carey Asset Management Corp. (I.R.S. Identification Number 13-4121956)

     
         
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)  
       
    (a) ¨  
    (b) x  
         
    3    
    SEC USE ONLY  
       
    4 SOURCE OF FUNDS (SEE INSTRUCTIONS)  
       
    OO  
         
    5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e)  
       
    ¨  
         
    6 CITIZENSHIP OR PLACE OF ORGANIZATION  
       

    Delaware

     

     

    NUMBER OF

     

    SHARES

     

    BENEFICIALLY

     

    BY

     

    OWNED BY

     

    EACH

     

    REPORTING

     

    PERSON

     

    WITH

    7 SOLE VOTING POWER
     
    1,963,885
    8 SHARED VOTING POWER
     
     
       
    9 SOLE DISPOSITIVE POWER
     
    1,963,885
    10 SHARED DISPOSITIVE POWER
     

     

    11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON  
       

    1,963,885

     
         
    12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)  
       
    ¨  
         
    13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)  
       

    1.3%(3)

     
         
    14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)  
    CO  

     

     

    (3) Based upon 152,372,203 shares of Common Stock outstanding on June 9, 2021.

     

    3

     

     

    CUSIP No. 22004E109, 22004E208

    1 NAMES OF REPORTING PERSONS.  
       
    Carey REIT II, Inc. (I.R.S. Identification Number 14-2005523)  
         
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)  
       
    (a) ¨  
    (b) x  
         
    3    
    SEC USE ONLY  
       
    4 SOURCE OF FUNDS (SEE INSTRUCTIONS)  
       
    AF, WC, OO  
         
    5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) OR 2(e)  
       
    ¨  
         
    6 CITIZENSHIP OR PLACE OF ORGANIZATION  
       
    Maryland  

     

    NUMBER OF

     

    SHARES

     

    BENEFICIALLY

     

    BY

     

    OWNED BY

     

    EACH

     

    REPORTING

     

    PERSON

     

    WITH

    7 SOLE VOTING POWER
     
    204,591
    8 SHARED VOTING POWER
     
       
    9 SOLE DISPOSITIVE POWER
     
    204,591
    10 SHARED DISPOSITIVE POWER
     
     

    11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON  
       
    204,591  
         
    12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)  
       
    ¨  
         
    13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)  
       
    0.1%(4)  
         
    14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)  
    CO  

     

     

    (4) Based upon 152,372,203 shares of Common Stock outstanding on June 9, 2021.

     

    4

     

     

    Item 1. Security and Issuer

     

    This statement on Schedule 13D relates to the Class A Common Stock, par value $0.001 per share, and the Class C Common Stock, par value $0.001 per share (together, the “Common Stock”), of Corporate Property Associates 18 - Global Incorporated (the “Company”), which classes of Common Stock have the same voting rights and privileges, and is being filed pursuant to Rules 13d-1 and 13d-5 under the Securities Exchange Act of 1934, as amended (the “Exchange Act”). The address of the principal executive offices of the Company is One Manhattan West, 395 9th Avenue, 58th Floor, New York, New York 10001.

     

    Item 2. Identity and Background

     

    This Schedule 13D is being filed on behalf of:

     

    (1) W. P. Carey Inc., a Maryland corporation (“WPC”), in its capacity the sole member of HoldCo, and indirect owner of CAM and Carey REIT.

     

    (2) WPC Holdco LLC, a Maryland limited liability company (“Holdco”).

     

    (3) Carey Asset Management Corp., a Delaware corporation (“CAM”).

     

    (4) Carey REIT II, Inc. (“Carey REIT” and together with WPC, Holdco and CAM, the “Reporting Persons”).

     

    This Schedule 13D relates to shares held by Holdco, CAM and Carey REIT.

     

    The address and principal place of business of each of the Reporting Persons is One Manhattan West, 395 9th Avenue, 58th Floor, New York, New York 10001. The agreement made among the Reporting Persons relating to the joint filing of the Schedule 13D is attached hereto as Exhibit 99.1.

     

    Certain information regarding the Reporting Persons’ directors and executive officers, including the citizenship of such individuals, is set forth in Schedule A attached hereto, which is incorporated by reference herein.

     

    During the last five years, neither the Reporting Persons nor any of the individuals listed in Schedule A has been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors), or has been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction as a result of which any of them was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.

     

    Item 3. Source and Amount of Funds or Other Consideration

     

    The shares of Common Stock were acquired from time to time as advisory related fees paid by the Company pursuant to the terms of various advisory agreements entered into from time to time between the Company and its advisors, originally entered into on May 7, 2013, amended and restated on January 1, 2015, and further amended on January 30, 2018 and May 11, 2020 (collectively, the “Advisory Agreement”).

     

    Item 4. Purpose of Transaction

     

    The Reporting Persons hold their stake for investment purposes. Pursuant to the terms of the Advisory Agreement, the Reporting Persons assist the Company with evaluating investment opportunities, managing its portfolio, structuring and negotiating investments and related mortgage financing, and various other tasks associated with the day-to-day management of the Company.

     

    In consideration for such services, the Reporting Persons receive advisory related fees. Under the terms of the Advisory Agreement, the Company may, after consultation with the advisor, elect to pay all or a portion of the fees that it owes under the Advisory Agreement in either cash or common stock of the Company. Pursuant to the terms of the Company’s bylaws, the Reporting Persons are prohibited from voting in connection with (i) the removal of CAM as advisor to the Company, (ii) the removal of a director of the Company or (iii) any transaction between the Company and the Reporting Persons or any affiliate of the Reporting Persons.

     

    Except as set forth above, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the actions required to be described in subsections (a) through (j) of Item 4 of Schedule 13D.

     

    5

     

     

    Item 5. Interest in Securities of the Issuer

     

    (a) Holdco owns 5,460,668 shares of Common Stock, which represents 3.58% of all outstanding shares of Common Stock, based upon 152,372,203 shares of Common Stock outstanding on June 9, 2021. CAM owns 1,963,885 shares of Common Stock, which represents 1.29% of all outstanding shares of Common Stock, based upon 152,372,203 shares of Common Stock outstanding on June 9, 2021. Carey REIT owns 204,591 shares of Common Stock, which represents 0.13% of all outstanding shares of Common Stock, based upon 152,372,203 shares of Common Stock outstanding on June 9, 2021. Each of Holdco, CAM and Carey REIT are direct or indirect wholly-owned subsidiaries of WPC, and thus WPC may be deemed to own such shares as well.

     

    (b) Holdco has the sole power to vote 5,460,668 shares of Common Stock and the sole power to dispose of 5,460,668 shares of Common Stock. CAM has the sole power to vote 1,963,885 shares of Common Stock, and the sole power to dispose of 1,963,885 shares of Common Stock. Carey REIT has the sole power to vote 204,591 shares of Common Stock, and the sole power to dispose of 204,591 shares of Common Stock. Each of Holdco, CAM and Carey REIT are direct or indirect wholly-owned subsidiaries of WPC, thus WPC makes all voting and investment decisions on behalf of the subsidiaries. The voting restrictions outlined in Item 4 are incorporated herein by reference.

     

    (c) The Reporting Persons have effected the following transactions in the shares of the Company’s Common Stock during the past 60 days:

     

    On June 9, 2021, CAM acquired 56,756 shares of Common Stock, as fees under the Advisory Agreement. The shares were valued at $8.91 per share based upon the Company’s most recently published net asset value per share. On June 9, 2021, Holdco acquired 60,788 shares of Common Stock, as fees under the Advisory Agreement. The shares were valued at $8.91 per share based upon the Company’s most recently published net asset value per share.

     

    None of the Reporting Persons have sold any shares of Common Stock during the past 60 days.

     

    (d) Not applicable.

     

    (e) Not applicable.

     

    The filing of this Schedule 13D shall not be construed as an admission that the Reporting Persons are, for purposes of Section 13(d) or 13(g) of the Act, the beneficial owner of any securities covered by this Schedule 13D.

     

    Item 6. Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer

     

    Pursuant to the terms of the Advisory Agreement, the Company may, after consultation with CAM, elect to pay all or a portion of the fees that it owes under the Advisory Agreement in either cash or common stock of the Company.

     

    The information set forth in Items 3 through 5 of this statement is hereby incorporated by reference in this Item 6. To the knowledge of the Reporting Persons, except as otherwise described in this statement on Schedule 13D, there are no contracts, arrangements, understandings or relationships among the persons named in Item 2 above or listed in Schedule A hereto, and between any such persons and any other person, with respect to any securities of the Company, including but not limited to, transfer or voting of any of the securities of the Company, joint ventures, loan or option arrangements, puts or calls, guarantees or profits, division of profits or loss, or the giving or withholding of proxies, or a pledge or contingency the occurrence of which would give another person voting power over the securities of the Company.

     

    Item 7. Material to Be Filed as Exhibits

     

    Exhibit 99.1 — Joint Filing Agreement dated as of June 18, 2021, by and among W. P. Carey Inc., WPC Holdco LLC, and Carey Asset Management Corp, and Carey REIT II, Inc.

     

    Exhibit 99.2 — Amended and Restated Advisory Agreement, as of January 1, 2015, by and among Corporate Property Associates 18 - Global Incorporated, CPA:18 Limited Partnership and Carey Asset Management Corp (Incorporated by reference to Exhibit 10.15 to W. P. Carey Inc.’s Annual Report on Form 10-K filed March 2, 2015).

     

    Exhibit 99.3 — First Amendment to Amended and Restated Advisory Agreement, dated as of January 30, 2018, among Corporate Property Associates 18 - Global Incorporated, CPA: 18 Limited Partnership and Carey Asset Management Corp. (Incorporated by reference to Exhibit 10.21 to W. P. Carey Inc.’s Annual Report on Form 10-K filed February 23, 2018).

     

    6

     

     

    Exhibit 99.4 — Second Amendment to Amended and Restated Advisory Agreement, dated as of May 11, 2020, among Corporate Property Associates 18 - Global Incorporated, CPA:18 Limited Partnership and Carey Asset Management Corp. (Incorporated by reference to Exhibit 10.1 to Quarterly Report on Form 10-Q filed August 11, 2020).

     

    7

     

     

    SIGNATURE

     

     

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     

    Dated: June 21, 2021

     

     

    W. P. Carey Inc.

     

      By: /s/ Susan C. Hyde
        Name: Susan C. Hyde
        Title:

    Corporate Secretary

     

    WPC Holdco LLC

     

    By: W. P. Carey Inc., its sole member

     

      By: /s/ Susan C. Hyde
        Name: Susan C. Hyde
        Title:

    Corporate Secretary

     
     

    Carey Asset Management Corp.

     

      By: /s/ Susan C. Hyde
        Name: Susan C. Hyde
        Title:

    Corporate Secretary

     
     

    Carey REIT II, Inc.

     

    By: WPC REIT Merger Sub Inc., its sole stockholder

     

      By: /s/ Susan C. Hyde
        Name:  Susan C. Hyde
        Title:  Corporate Secretary

     

    8

     

     

    SCHEDULE A

     

    OFFICERS AND DIRECTORS OF W. P. CAREY INC.

             
    Name   Principal Occupation   Citizenship
    Jason E. Fox   Chief Executive Officer and Director   United States
    John J. Park   President   United States
    ToniAnn Sanzone   Chief Financial Officer   United States
    Gino M. Sabatini   Head of Investments   United States
    Brooks G. Gordon   Head of Asset Management   United States
    Christopher J. Niehaus   Director (Non-Executive Chairman)   United States
    Mark A. Alexander   Director   United States
    Tonit M. Calaway   Director   United States
    Peter J. Farrell   Director   United States
    Robert J. Flanagan   Director   United States
    Axel K.A. Hansing   Director   Germany
    ​Jean Hoysradt   Director   United States
    Margaret G. Lewis   Director   United States
    Nick J.M. van Ommen   Director   Netherlands

     

    Unless otherwise indicated, each individual’s business address is One Manhattan West, 395 9th Avenue, 58th Floor, New York, New York 10001.

     

    SOLE MEMBER OF WPC HOLDCO LLC

     

    W.P. Carey Inc. is the sole member of WPC Holdco LLC and its business address is One Manhattan West, 395 9th Avenue, 58th Floor, New York, New York 10001.

     

    OFFICERS AND DIRECTORS OF CAREY ASSET MANAGEMENT CORP.

     

    Name   Principal Occupation   Citizenship
    Jason E. Fox   Chief Executive Officer, President and Director   United States
    ToniAnn Sanzone   Managing Director, Chief Financial Officer and Director   United States
    Susan C. Hyde   Managing Director, Chief Administrative Officer, Corporate Secretary and Director   United States
    Brooks G. Gordon   Managing Director   United States
    John J. Park   Managing Director   United States
    Gino M. Sabatini   Managing Director   United States

     

    Unless otherwise indicated, each individual’s business address is One Manhattan West, 395 9th Avenue, 58th Floor, New York, New York 10001.

     

    OFFICERS AND DIRECTORS OF CAREY REIT II, INC.

     

    Name   Principal Occupation   Citizenship
    Jason E. Fox   Chief Executive Officer, President and Director   United States
    ToniAnn Sanzone   Managing Director, Chief Financial Officer and Director   United States
    Susan C. Hyde   Managing Director, Chief Administrative Officer, Corporate Secretary and Director   United States
    Brooks G. Gordon   Managing Director   United States
    John J. Park   Managing Director   United States
    Gino M. Sabatini   Managing Director   United States

     

    Unless otherwise indicated, each individual’s business address is One Manhattan West, 395 9th Avenue, 58th Floor, New York, New York 10001.

     

    9

     

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      NEW YORK, June 17, 2025 /PRNewswire/ -- W. P. Carey ((W. P. Carey, NYSE:WPC), a leading net lease REIT specializing in corporate sale-leasebacks, build-to-suits and the acquisition of single-tenant net lease properties, today announced the release of its 2024 Corporate Responsibility Report. Prepared in reference to disclosure standards established by the Task Force on Climate-related Financial Disclosures (TCFD) and Global Reporting Initiative (GRI), the report summarizes W. P. Carey's progress and achievements across corporate responsibility initiatives, focused on the company's environmental, social and governance objectives. It can be viewed and downloaded from W. P. Carey's website at w

      6/17/25 4:05:00 PM ET
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    • W. P. Carey Increases Quarterly Dividend to $0.900 per Share

      NEW YORK, June 12, 2025 /PRNewswire/ -- W. P. Carey Inc. (W. P. Carey, NYSE: WPC) reported today that its Board of Directors increased its quarterly cash dividend to $0.900 per share, equivalent to an annualized dividend rate of $3.60 per share. The dividend is payable on July 15, 2025 to stockholders of record as of June 30, 2025. W. P. Carey Inc.         W. P. Carey ranks among the largest net lease REITs with a diversified portfolio of high-quality, operationally critical commercial real estate, which includes 1,614 net lease properties covering approximately 177 million square feet and a portfolio of 78 self-storage operating properties as of March 31, 2025. With offices in New York, Lo

      6/12/25 4:30:00 PM ET
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    • W. P. Carey Announces First Quarter 2025 Financial Results

      NEW YORK, April 29, 2025 /PRNewswire/ -- W. P. Carey Inc. (NYSE: WPC) (W. P. Carey or the Company), a net lease real estate investment trust, today reported its financial results for the first quarter ended March 31, 2025. Financial Highlights 2025 First Quarter Net income attributable to W. P. Carey (millions) $125.8 Diluted earnings per share $0.57 AFFO (millions) $257.8 AFFO per diluted share $1.17 Reaffirming 2025 AFFO guidance of between $4.82 and $4.92 per diluted share, based on anticipated full year investment volume of between $1.0 billion and $1.5 billionFirst quarter cash dividend of $0.890 per share, equivalent to an annualized dividend rate of $3.56 per shareReal Estate Portfoli

      4/29/25 4:05:00 PM ET
      $WPC
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    • W. P. Carey Appoints Rhonda Gass to Board of Directors

      Brings 30+ Years of Technology Experience to WPC Board NEW YORK, March 18, 2024 /PRNewswire/ -- W. P. Carey Inc. ((W. P. Carey, NYSE:WPC), a net lease real estate investment trust, today announced the appointment of Rhonda Gass to its Board of Directors, effective immediately. Ms. Gass will serve as a member of the Audit Committee and brings more than 30 years of experience in technological transformation, cybersecurity and digital risk management. Jason Fox, Chief Executive Officer and Board Member at W. P. Carey, said: "We are thrilled to welcome Rhonda to W. P. Carey's Boar

      3/18/24 7:30:00 AM ET
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    • Carlyle Group and WP Carey Set to Join S&P MidCap 400; Others to Join S&P SmallCap 600

      NEW YORK, Nov. 27, 2023 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600 effective prior to the open of trading on Thursday, November 30: Carlyle Group Inc. (NASD: CG) will replace ICU Medical Inc. (NASD: ICUI) in the S&P MidCap 400. ICU Medical will replace PacWest Bancorp (NASD: PACW) in the S&P SmallCap 600. Banc of California Inc. (NYSE:BANC) is acquiring PacWest Bancorp in a deal expected to be completed soon, pending final closing conditions. Post-merger, Banc of California will remain in the S&P SmallCap 600. ICU Medical is more representative of the small-cap market space.WP Carey Inc. (NYSE: WPC) will replace Worthingt

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      Urban Edge Properties (NYSE:UE) announced today the appointment of Catherine D. Rice to the Company's Board of Trustees, effective March 15, 2023. Ms. Rice is a seasoned leader with an extensive background in the real estate and financial industries and on public company boards. Her more than thirty-five years of experience includes key management and CFO roles with public and private real estate companies and deep expertise in the public and private capital markets where she has been involved in over $50 billion of capital-raising and financial advisory transactions. "We are thrilled to welcome Katy to our Board," said Jeff Olson, Chairman and CEO. "She brings valuable expertise across a

      3/6/23 7:00:00 AM ET
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    • W. P. Carey Increases Quarterly Dividend to $0.900 per Share

      NEW YORK, June 12, 2025 /PRNewswire/ -- W. P. Carey Inc. (W. P. Carey, NYSE: WPC) reported today that its Board of Directors increased its quarterly cash dividend to $0.900 per share, equivalent to an annualized dividend rate of $3.60 per share. The dividend is payable on July 15, 2025 to stockholders of record as of June 30, 2025. W. P. Carey Inc.         W. P. Carey ranks among the largest net lease REITs with a diversified portfolio of high-quality, operationally critical commercial real estate, which includes 1,614 net lease properties covering approximately 177 million square feet and a portfolio of 78 self-storage operating properties as of March 31, 2025. With offices in New York, Lo

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    • W. P. Carey Announces First Quarter 2025 Financial Results

      NEW YORK, April 29, 2025 /PRNewswire/ -- W. P. Carey Inc. (NYSE: WPC) (W. P. Carey or the Company), a net lease real estate investment trust, today reported its financial results for the first quarter ended March 31, 2025. Financial Highlights 2025 First Quarter Net income attributable to W. P. Carey (millions) $125.8 Diluted earnings per share $0.57 AFFO (millions) $257.8 AFFO per diluted share $1.17 Reaffirming 2025 AFFO guidance of between $4.82 and $4.92 per diluted share, based on anticipated full year investment volume of between $1.0 billion and $1.5 billionFirst quarter cash dividend of $0.890 per share, equivalent to an annualized dividend rate of $3.56 per shareReal Estate Portfoli

      4/29/25 4:05:00 PM ET
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    • W. P. Carey to Release First Quarter 2025 Financial Results on Tuesday, April 29, 2025

      Conference Call Scheduled for Wednesday, April 30, 2025 at 11:00 a.m. Eastern Time NEW YORK, April 8, 2025 /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 first quarter ended March 31, 2025 after the market closes on Tuesday, April 29, 2025. The company will host a conference call and live audio webcast to discuss its financial results on Wednesday, April 30, 2025 at 11:00 a.m. Eastern Time, details of which are provided below. Live Conference Call and Audio Webcast Date/Time: Wednesday, April 30, 2025 at 11:00 a.m. Eastern TimeCall-in Number:  1 (877) 465-1289 (U.S.) or +1 (201) 689-8762

      4/8/25 7:30:00 AM ET
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    • SEC Form SC 13G/A filed by W. P. Carey Inc. REIT (Amendment)

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    • SEC Form SC 13G filed by W. P. Carey Inc. REIT

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    • SEC Form SC 13D/A filed by W. P. Carey Inc. REIT (Amendment)

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    • Director Flanagan Robert J was granted 2,778 shares, increasing direct ownership by 16% to 19,638 units (SEC Form 4)

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    • Director Farrell Peter was granted 2,778 shares, increasing direct ownership by 12% to 25,214 units (SEC Form 4)

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    • Director Gass Rhonda was granted 3,214 shares, increasing direct ownership by 48% to 9,851 units (SEC Form 4)

      4 - W. P. Carey Inc. (0001025378) (Issuer)

      7/2/25 4:16:26 PM ET
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