W P Carey Inc Strategic Asset Allocation Index

Latest as of March 2026: 3.7%

W P Carey Inc strategic asset allocation index. W P Carey Inc (WPC) has a Strategic Asset Allocation Index of 3.7% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $309.34 Million) total $309.34 Million, measured against net assets of $8.36 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check W P Carey Inc tangible book value ratio to evaluate the tangible quality of the company's equity base.

SAAI

3.7%
Strategic Assets / Net Assets

Strategic Assets

$309.34 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$8.36 Billion
USD

Strategic Asset Allocation Index of W P Carey Inc (2000–2025)

Strategic asset allocation index of W P Carey Inc from 2000 to 2025. This chart shows how W P Carey Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 3.7%, representing strategic assets of $309.34 Million against net assets of $8.36 Billion USD.

W P Carey Inc Strategic Asset Allocation Index by Year (2000–2025)

W P Carey Inc strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for W P Carey Inc from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market cap of W P Carey Inc.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 194.0% $15.78 Billion $15.47 Billion $310.18 Million $8.13 Billion ▲ +16.9 pp
2024 177.1% $14.93 Billion $14.63 Billion $301.12 Million $8.43 Billion ▲ +1.1 pp
2023 176.0% $15.32 Billion $14.97 Billion $354.26 Million $8.71 Billion ▼ -123.5 pp
2022 299.5% $26.98 Billion $11.17 Billion $15.82 Billion $9.01 Billion ▼ -33.7 pp
2021 333.2% $25.27 Billion $11.88 Billion $13.39 Billion $7.58 Billion ▲ +5.4 pp
2020 327.8% $22.55 Billion $9.90 Billion $12.65 Billion $6.88 Billion ▲ +21.8 pp
2019 305.9% $21.26 Billion $9.02 Billion $12.24 Billion $6.95 Billion ▲ +1.8 pp
2018 304.2% $20.77 Billion $8.52 Billion $12.26 Billion $6.83 Billion ▼ -43.9 pp
2017 348.0% $11.87 Billion $4.83 Billion $7.05 Billion $3.41 Billion ▲ +38.2 pp
2016 309.8% $10.61 Billion $4.80 Billion $5.81 Billion $3.43 Billion ▼ -2.2 pp
2015 312.0% $11.11 Billion $5.01 Billion $6.10 Billion $3.56 Billion ▲ +160.0 pp
2014 152.0% $5.92 Billion $9.45 Million $5.91 Billion $3.89 Billion ▲ +0.7 pp
2013 151.3% $3.33 Billion $0.00 $3.33 Billion $2.20 Billion ▲ +10.7 pp
2012 140.6% $3.24 Billion $2.30 Billion $943.08 Million $2.30 Billion ▼ -27.6 pp
2011 168.2% $1.22 Billion $621.18 Million $596.75 Million $724.10 Million ▲ +27.5 pp
2010 140.7% $946.98 Million $548.13 Million $398.84 Million $673.02 Million ▲ +62.7 pp
2009 78.0% $499.25 Million $499.25 Million $- $640.10 Million ▼ -10.6 pp
2008 88.6% $574.33 Million $574.33 Million $- $648.14 Million ▼ -3.0 pp
2007 91.6% $586.59 Million $586.59 Million $- $640.36 Million ▲ +1.9 pp
2006 89.7% $574.11 Million $574.11 Million $- $639.75 Million ▲ +14.1 pp
2005 75.7% $462.34 Million $462.34 Million $- $611.16 Million ▼ -2.5 pp
2004 78.1% $485.50 Million $485.50 Million $- $621.48 Million ▲ +7.7 pp
2003 70.4% $421.54 Million $421.54 Million $- $598.49 Million ▼ -6.3 pp
2002 76.7% $440.19 Million $440.19 Million $- $573.86 Million ▼ -0.9 pp
2001 77.6% $435.63 Million $435.63 Million $- $561.25 Million ▲ +0.6 pp
2000 77.0% $433.87 Million $433.87 Million $- $563.68 Million —
pp = percentage points