W. P. Carey is an internally-managed real estate investment trust. Co.is an owner of commercial real estate, net leased to companies located primarily in the U.S. and Northern and Western Europe on a long-term basis. Co.'s real estate portfolio is comprised primarily of single-tenant industrial, warehouse, office, retail, and self-storage facilities. Co.'s business operates in two segments: Real Estate, which invests primarily in commercial properties that are leased to companies on a triple-net lease basis; and Investment Management, which manages the real estate investment portfolio for Carey European Student Housing Fund I, L.P. The WPC YTD return is shown above.
The YTD Return on the WPC YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether WPC YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the WPC YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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