Other

Equity method investments (Note 11)

W.P. Carey Inc. Equity method investments (Note 11) decreased by 0.3% to $309.34M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 1.5%, from $304.84M to $309.34M. Over 5 years (FY 2020 to FY 2025), Equity method investments (Note 11) shows relatively stable performance with a 1.8% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2014
Last reportedQ1 2026Apr 29, 2026

How to read this metric

Growth in this metric indicates strategic expansion through partnerships, while a decline may reflect divestitures or impairment of joint venture performance.

Detailed definition

This represents the company's interest in entities where it exerts significant influence but does not have full control,...

Peer comparison

Common for large-scale infrastructure companies that utilize joint ventures to manage complex logistics networks.

Metric ID: other_equity_method_investments

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$351.87M$361.84M$356.64M$339.37M$344.36M$297.67M$327.50M$341.15M$340.29M$351.54M$354.26M$355.67M$356.22M$299.47M$301.12M$304.84M$311.41M$311.17M$310.18M$309.34M
QoQ Change+2.8%-1.4%-4.8%+1.5%-13.6%+10.0%+4.2%-0.3%+3.3%+0.8%+0.4%+0.2%-15.9%+0.6%+1.2%+2.2%-0.1%-0.3%-0.3%
YoY Change-2.1%-17.7%-8.2%+0.5%-1.2%+18.1%+8.2%+4.3%+4.7%-14.8%-15.0%-14.3%-12.6%+3.9%+3.0%+1.5%
Range$297.67M$361.84M
CAGR-2.7%
Avg YoY Growth-2.6%
Median YoY Growth-0.3%
Current Streak3 quarters decline

Business Segments

View all
SegmentQ4 '21Q4 '22Q4 '24Q4 '25
Owned Real Estate$301.12M$310.18M
Real Estate$291.90M$325.28M
Total$356.64M$327.50M$301.12M$310.18M

Real Estate was previously reported and has since been discontinued or reclassified. Only currently active segments are shown in the chart.

Geographic Breakdown

View all
SegmentQ4 '21Q4 '22Q4 '23Q4 '24
International$55.26M$38.57M$30.12M$27.97M
Total$356.64M$327.50M$354.26M$301.12M

Frequently Asked Questions

What is W.P. Carey Inc.'s equity method investments (note 11)?
W.P. Carey Inc. (WPC) reported equity method investments (note 11) of $309.34M in Q1 2026.
How has W.P. Carey Inc.'s equity method investments (note 11) changed year-over-year?
W.P. Carey Inc.'s equity method investments (note 11) increased by 1.5% year-over-year, from $304.84M to $309.34M.
What is the long-term trend for W.P. Carey Inc.'s equity method investments (note 11)?
Over 5 years (2020 to 2025), W.P. Carey Inc.'s equity method investments (note 11) has grown at a 1.8% compound annual growth rate (CAGR), from $283.45M to $310.18M.
What does equity method investments (note 11) mean?
The value of the company's ownership stakes in other businesses where it has significant influence but not full control.