Earnings GuidanceWPC had the proverbial beat-and-raise in 2Q25, with its FY25 AFFOps guidance raise above the Street/BMOe.
Liquidity And InvestmentsWith $2B+ of liquidity at its disposal and $750M of dispositions at the midpoint, there is little reliance on capital markets to achieve its investment target.
Management TransparencyManagement’s commitment to transparency toward recent tenant credit issues, which have had a negligible impact on operating rents to date, has been welcomed by the investment community.