Company Overview - Realty Income Corporation (NYSE: O) is the largest REIT holding in the portfolio, indicating significant exposure to this asset [1] - Recent share price dynamics have not been supportive to the portfolio performance [1] Analyst Background - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Other policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock [1] - Roberts is a CFA Charterholder, ESG investing certificate holder, and has interned at the Chicago Board of Trade [1] - He is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [1] Disclosure - The analyst holds a beneficial long position in Realty Income Corporation (NYSE: O) through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not compensated for by any company mentioned [2]

Depending on who you talk to about investing in REITs ( XLRE ), you're likely to get mixed opinions. While I think they are no-brainer investments for those in search of income, their sensitivity to interest rates keeps someContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their ...

iREIT® on Alpha Overview - The iREIT® on Alpha platform offers in-depth research on REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers [1] - The iREIT® Tracker provides data on over 250 tickers, including quality scores, buy targets, and trim targets [1] Leadership and Expertise - Brad Thomas, along with HOYA Capital, leads the iREIT®+HOYA Capital investing group, which focuses on REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives [2] - The team of analysts has a combined 100+ years of experience, including a former hedge fund manager, due diligence officer, portfolio manager, PhD, military veteran, and advisor to a former U S President [2] - Brad Thomas has over 30 years of real estate investing experience and has been involved in over $1B in commercial real estate transactions [3] - Brad Thomas has been featured in Barron's, Bloomberg, Fox Business, and other media outlets, and is the author of four books, including "REITs For Dummies" [3] Analyst Positions - The analyst holds beneficial long positions in FRT, O, and IRET through stock ownership, options, or other derivatives [4]

REIT Market Overview - The REIT market is currently experiencing volatility, with expectations that prices would surge higher as the Fed cuts interest rates [1] - Some analysts have drawn parallels to early 2022 when the Fed influenced the market dynamics [1] Expert Background - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Other policy-level contributions include the development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock [1] - Roberts holds a CFA Charterholder and ESG investing certificate, with prior internship experience at the Chicago Board of Trade [1] - He is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [1]

Realty Income Corp. (O) closed the most recent trading day at $52.51, making no change from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 0.16%. Elsewhere, the Dow gained 0.25%, while the tech-heavy Nasdaq lost 0.06%.Shares of the real estate investment trust have depreciated by 5.08% over the course of the past month, underperforming the Finance sector's loss of 4.27% and the S&P 500's loss of 2.7%.The upcoming earnings release of Realty Income Corp. will be ...

Portfolio Construction Strategy - The strategy focuses on building investment portfolios aimed at generating additional income through dividends, emphasizing companies with significant competitive advantages and strong financials [3] - The approach combines high Dividend Yield and Dividend Growth companies to reduce dependence on broader stock market fluctuations [3] - Diversification across various sectors and industries is prioritized to minimize portfolio volatility and mitigate risk [3] - Companies with a low Beta Factor are suggested to further reduce the overall risk level of the investment portfolio [3] Investment Portfolio Composition - The suggested investment portfolios commonly consist of a blend of ETFs and individual companies, emphasizing broad diversification and risk reduction [3] - The selection process for high dividend yield and dividend growth companies is meticulously curated, prioritizing total return (capital gains and dividends) rather than focusing solely on dividends [3] Benefits of Realty Income (O) - Realty Income (NYSE: O) is highlighted as a potential candidate for the largest individual position in a well-diversified dividend portfolio [3]

When a lot of investors think about building wealth, their thoughts tend to go toward capital appreciation. That's understandable, but it misses the full picture when it comes to investing. Dividends, particularly if you reinvest them, can help you build wealth slowly (and easily) over time.This is why investors would be wise to take a closer look at high-yield stocks like Realty Income (O) and Vici Properties (VICI -1.44%) right now. Both have characteristics that make them easy wealth builders. Here's why ...

Realty Income (NYSE: O ) is one of the most talked-about REITs on Seeking Alpha, and over the past few months, many analysts have expressed a buy or strong buy rating. However, there is no shortage of criticism from those who no longer believe inHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 26 years old. In 2023 I graduated in Business Administration and I am completing my studies. My interest in financial markets started about 5 years ago when I accidentally came acro ...

Investment Group Overview - Sensor Unlimited leads the investing group Envision Early Retirement, offering solutions for high income and growth with isolated risks through dynamic asset allocation [2] - The group provides two model portfolios: one for short-term survival/withdrawal and another for aggressive long-term growth [2] - Features include direct access via chat for idea discussions, monthly updates on holdings, tax discussions, and ticker critiques by request [2] Professional Background - Sensor Unlimited holds a PhD in economics with a focus on financial economics and is a quantitative modeler [3] - Over the past decade, the professional has covered the mortgage market, commercial market, and banking industry [3] - Expertise includes writing about asset allocation and ETFs, particularly those related to the overall market, bonds, banking, financial sectors, and housing markets [3] Disclosure Information - The analyst has no stock, option, or derivative positions in any mentioned companies and no plans to initiate such positions within the next 72 hours [4] - The article expresses the analyst's own opinions and is not receiving compensation other than from Seeking Alpha [4] - No business relationship exists with any company whose stock is mentioned in the article [4]

Real Estate Investment Trusts (REITs) - W P Carey and Realty Income are two REITs offering high dividend yields above 6% due to recent stock price declines [1][3] - Both REITs are near 52-week lows, making them attractive for income-seeking investors [1][4][7] W P Carey - W P Carey owns 1,430 properties with a 98 8% occupancy rate and an average lease term of 12 2 years [4][6] - The company raised its dividend four times in 2023 and has a current annual dividend payout of $3 52, supported by FFO of $5 26 per share [5] - W P Carey's portfolio is highly diversified, with its largest tenant contributing only 2 7% of total annualized base rent [6] Realty Income - Realty Income's stock price has declined by 15% over the past three months, offering a 6% yield with monthly dividend payments [7] - The REIT has raised its dividend payout every quarter for over 27 years, with FFO of $3 89 per share supporting an annual dividend of $3 168 [8] - Realty Income focuses on recession-resilient retail and industrial properties, with its largest tenants, Dollar General and Walgreens, each contributing 3 3% of annualized rent [8][9] Market Context - Rising 10-year Treasury yields, up nearly 19% over the past three months, have pressured dividend growth stocks like W P Carey and Realty Income [2][3] - The Federal Reserve lowered its target interest rate by a full point in 2024, but bond markets anticipate stronger economic growth and higher inflation [2]