OZ vs WPC
OZ: The only publicly traded qualified opportunity fund that invests in commercial and mixed-use real estate in economically distressed zones while offering investors favorable capital gains tax treatment. WPC: A diversified net lease REIT generating stable, inflation-protected cash flows from a 371-tenant portfolio with a 12-year weighted-average lease term and robust capital deployment capabilities.
Side-by-side fundamentals
| Metric | OZ | WPC | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $45.00 | $75.43 | |
| Market cap as of 2026-07-23 | $180M | $16.9B | |
| P/E as of 2026-07-23 | n/a | 32.72 | |
| PEG as of 2026-07-23 | -0.10 | 1.51 | OZ lower |
| Net margin as of 2026-07-23 | -360.3% | +29.4% | WPC higher |
| Gross margin as of 2026-07-23 | -47.8% | +89.8% | WPC higher |
| Operating margin as of 2026-07-23 | -369.1% | +45.9% | WPC higher |
| ROE as of 2026-07-23 | -15.2% | +6.3% | WPC higher |
| ROA as of 2026-07-23 | -7.5% | +2.9% | WPC higher |
| Debt / equity as of 2026-07-23 | 1.04 | 1.05 | OZ lower |
| Revenue growth (YoY) as of 2026-07-23 | +186.6% | +9.9% | OZ higher |
| Revenue CAGR (3y) SEC XBRL | +87.6% | +5.1% | OZ higher |
| Dividend yield as of 2026-07-23 | n/a | +5.1% | |
| Dividend streak (yrs) SEC XBRL | n/a | 2 | |
| Beta as of 2026-07-23 | 0.28 | 0.81 | |
| 1-year return as of 2026-07-22 close | -25.5% | +18.4% | WPC higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.