Performance and Market Context - Shares of Realty Income declined by 7% in 2024, underperforming the S&P 500 which rallied 23 3% [1] - The REIT's total return was negative 2 1% compared to the S&P 500's 25% return when including reinvested dividends [1] Impact of Interest Rates - Higher interest rates increased borrowing costs and weighed on the value of real estate, negatively affecting REIT stock prices [2] - The Federal Reserve's interest rate policy shift and stubbornly high inflation caused the market to anticipate higher rates for longer, impacting Realty Income's performance [6] Financial Performance and Growth - Realty Income grew its adjusted FFO by about 5% in 2024, exceeding initial expectations [4] - The company completed a $9 3 billion acquisition of Spirit Realty and increased its full-year investment guidance from $2 billion to $3 billion [4] - Investment volume in 2024 was around $3 billion, down from more than $9 billion in 2023 and 2022 due to higher capital costs [5] Dividend and Valuation - Realty Income delivered its 128th dividend increase since going public in 1994, marking the 109th consecutive quarter of dividend growth [6] - The REIT enters 2025 with a lower valuation and a higher dividend yield of about 6% [3] Strategic Initiatives and Outlook - Realty Income plans to address interest rate headwinds by tapping into private capital markets and launching a fund to enhance returns on invested capital [7] - The REIT expects to grow its adjusted FFO per share by 4% to 5% annually, potentially producing total returns above 10% over the long term [3] - Despite challenges, the company remains a compelling investment opportunity for income-seeking investors due to its growth prospects and dividend yield [3]

Industry Overview - Rate-sensitive sectors such as real estate, utilities, and consumer staples have recently faced significant pressure due to rising bond rates [1] Investment Research Platform - The platform offers in-depth research on REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives [1] - The platform has received 438 testimonials, with most being 5-star reviews [1] - A free 2-week trial is available for potential users [1]

SAN DIEGO, Jan. 14, 2025 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced that it has declared the 655th consecutive common stock monthly dividend. The dividend amount of $0.2640 per share, representing an annualized amount of $3.168 per share, is payable on February 14, 2025 to stockholders of record as of February 3, 2025.About Realty Income Realty Income (NYSE: O), an S&P 500 company, is real estate partner to the world's leading companies ...

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 ...