Press Release: W. P. Carey Announces Tax Treatment of 2025 Dividends

Dow Jones
01/27

NEW YORK, Jan. 27, 2026 /PRNewswire/ -- W. P. Carey Inc. (W. P. Carey, NYSE: WPC) announced the income tax treatment of dividends reported on Form 1099-DIV for 2025. Stockholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of W. P. Carey dividends.

CUSIP 92936U109

 
FORM 1099-DIV                                Box 1a       Box 2a          Box 3         Box 1b        Box 2b       Box 2f       Box 5 
-----------------------------------------  ----------  -------------  -------------  ------------  ------------  ----------  ------------  -------------  ------------- 
                                                                                                                  Section                  Section 1061   Section 1061 
                                                                                                   Unrecaptured     897                      One- Year     Three-Year 
    Record        Payment    Distribution   Ordinary   Capital Gain    Nondividend    Qualified    Section 1250   Capital    Section 199A     Amounts        Amounts 
     Date           Date       Per Share    Dividends  Distributions  Distributions  Dividends(1)    Gain(2)      Gain(3)    Dividends(4)  Disclosure(5)  Disclosure(5) 
--------------  -----------  ------------  ----------  -------------  -------------  ------------  ------------  ----------  ------------  -------------  ------------- 
  12/31/2024     1/15/2025    $0.8800000   $0.8297063   $0.0502937     $0.0000000     $0.0001981    $0.0502937   $0.0000000   $0.8295082    $0.0000000     $0.0000000 
--------------  -----------  ------------  ----------  -------------  -------------  ------------  ------------  ----------  ------------  -------------  ------------- 
  3/31/2025      4/15/2025    $0.8900000   $0.8391348   $0.0508652     $0.0000000     $0.0002003    $0.0508652   $0.0000000   $0.8389345    $0.0000000     $0.0000000 
--------------  -----------  ------------  ----------  -------------  -------------  ------------  ------------  ----------  ------------  -------------  ------------- 
  6/30/2025      7/15/2025    $0.9000000   $0.8485633   $0.0514367     $0.0000000     $0.0002026    $0.0514367   $0.0000000   $0.8483607    $0.0000000     $0.0000000 
--------------  -----------  ------------  ----------  -------------  -------------  ------------  ------------  ----------  ------------  -------------  ------------- 
  9/30/2025     10/15/2025    $0.9100000   $0.8579918   $0.0520082     $0.0000000     $0.0002048    $0.0520082   $0.0000000   $0.8577870    $0.0000000     $0.0000000 
--------------  -----------  ------------  ----------  -------------  -------------  ------------  ------------  ----------  ------------  -------------  ------------- 
12/31/2025(6)    1/15/2026    $0.1369044   $0.1290801   $0.0078243     $0.0000000     $0.0000308    $0.0078243   $0.0000000   $0.1290493    $0.0000000     $0.0000000 
--------------  -----------  ------------  ----------  -------------  -------------  ------------  ------------  ----------  ------------  -------------  ------------- 
 
 
 
(1)  Qualified Dividends is a subset of, and included in, the Taxable Ordinary 
     Dividends amount. 
(2)  Unrecaptured Section 1250 Gain is a subset of, and included in, the 
     Taxable Capital Gain Distributions amount. 
(3)  Section 897 Capital Gain is a subset of, and included in, the Taxable 
     Capital Gain Distributions amount. 
(4)  Section 199A Dividends is a subset of, and included in, the Taxable 
     Ordinary Dividends amount. 
(5)  For the purposes of Section 1061 of the Internal Revenue Code, the 
     "one-year amounts disclosure" and "three-year amounts disclosure" related 
     to the capital gain distributions reported in box 2a are generally 
     applicable to direct and indirect holders of "applicable partnership 
     interests". 
(6)  A portion of the $0.92 per share dividend paid on 1/15/2026 has been 
     applied to the 2025 tax year. The remainder will be taxed in 2026. 
     Reallocations may not total Distribution Per Share due to rounding. 
 

W. P. Carey Inc.

W. P. Carey ranks among the largest net lease REITs with a well-diversified portfolio of high-quality, operationally critical commercial real estate, which includes 1,662 net lease properties covering approximately 183 million square feet as of September 30, 2025. With offices in New York, London, Amsterdam and Dallas, the company remains focused on investing primarily in single-tenant, industrial, warehouse and retail properties located in the U.S. and Europe, under long-term net leases with built-in rent escalations.

www.wpcarey.com

Institutional Investors:

Peter Sands

1 (212) 492-1110

institutionalir@wpcarey.com

Individual Investors:

W. P. Carey Inc.

1 (212) 492-8920

ir@wpcarey.com

Press Contact:

Anna McGrath

1 (212) 492-1166

amcgrath@wpcarey.com

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SOURCE W. P. Carey Inc.

 

(END) Dow Jones Newswires

January 27, 2026 07:30 ET (12:30 GMT)

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