W. P. Carey: Separation From The Others Is Just Beginning (NYSE:WPC)
Core Insights - W. P. Carey (NYSE: WPC) is now trading at a premium compared to its historical peers, a result of its strategic portfolio transformation focusing on industrial and warehouse properties [1] Company Strategy - The company has successfully shifted its investment focus towards industrial and warehouse properties, which are expected to yield better returns [1] Investment Philosophy - The investment group led by Julian emphasizes finding undervalued companies with strong growth potential, focusing on those with robust balance sheets and effective management teams [1]