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W. P. Carey 2025 Dividends Tax Treatment Details

On January 27, 2026, W. P. Carey Inc., a leading player in the net lease Real Estate Investment Trust (REIT) sector, unveiled the specifics of the income tax treatment associated with dividends for the year 2025. Registered stockholders were informed that the details would be cataloged on Form 1099-DIV, an essential document for tax reporting purposes.

Key Dividend Distribution Dates and Amounts

W. P. Carey has scheduled various dividend payments throughout 2025, with multiple record and payment dates for stockholders. Here are the highlighted distributions:

1. Record Date: December 31, 2024
- Payment Date: January 15, 2025
- Distribution Per Share: $0.88
- Ordinary Dividends: $0.8297063
- Capital Gain Distributions: $0.0502937

2. Record Date: March 31, 2025
- Payment Date: April 15, 2025
- Distribution Per Share: $0.89
- Ordinary Dividends: $0.8391348
- Capital Gain Distributions: $0.0508652

3. Record Date: June 30, 2025
- Payment Date: July 15, 2025
- Distribution Per Share: $0.90
- Ordinary Dividends: $0.8485633
- Capital Gain Distributions: $0.0514367

4. Record Date: September 30, 2025
- Payment Date: October 15, 2025
- Distribution Per Share: $0.91
- Ordinary Dividends: $0.8579918
- Capital Gain Distributions: $0.0520082

5. Record Date: December 31, 2025
- Payment Date: January 15, 2026
- Distribution Per Share: $0.1369044
- Ordinary Dividends: $0.1290801
- Capital Gain Distributions: $0.0078243

Importance of Consulting Tax Advisors

W. P. Carey strongly advises its stockholders to engage with their personal tax advisors to understand how these dividend distributions will be taxed based on individual circumstances. Given the variety of classifications such as ordinary dividends, qualified dividends, and capital gain distributions, it is crucial for investors to have tailored advice.

Overview of W. P. Carey Inc.

W. P. Carey Inc. is well-known for its substantial portfolio, including over 1,662 net lease properties totaling approximately 183 million square feet, positioning itself among the largest net lease REITs globally. It focuses on investing in single-tenant, industrial, warehouse, and retail properties, primarily located in the U.S. and Europe. The company's strategic investments under long-term net leases with built-in rent escalations underline its commitment to delivering consistent returns to stockholders.

As W. P. Carey continues to grow, understanding dividend tax implications remains a significant aspect for investment planning. The firm will likely keep its stakeholders apprised of any updates in tax treatment or policy changes in the future.

For further information, stakeholders may visit www.wpcarey.com or contact investor relations departments. W. P. Carey is headquartered in New York City, with additional offices in London, Amsterdam, and Dallas, ensuring a broad reach and focus on investor support.