natasaadzic/iStock via Getty Images Back in March 2023, I wrote a detailed article on Realty Income Corporation (NYSE:O) - Realty Income: The Wrong And The Right Reasons To De-Emphasize This REIT. As the title suggests, in the article I dissected the key reasons why investors should consider going long O, while providing some relevant context on why it might make sense to slow down with reinvestments or new allocations to the existing position. Currently, O consumes roughly 7% of my total portfolio, whe ...

TommL/E+ via Getty Images This article was co-produced with Leo Nelissen. It’s time to talk about Realty Income Corporation (NYSE:O). We know what you’re probably thinking right now. Something like “again?” We indeed discuss Realty Income a lot. In fact, it’s Brad’s biggest position. That said, we don’t discuss Realty Income because we’re running out of ideas, but because of one very specific reason: the company brings tremendous value to the table for investors who rely on income and investors looking ...

Realty Income is already the biggest name in the net-lease REIT sector, but that won't stop it from getting even bigger.With a $47 billion market cap, Realty Income (O 0.70%) is a giant company relative to its next-closest peer, which is about a quarter of that size. A very real question for investors should be: What can a company that's already the 800-pound gorilla of the industry do from here? The answer is keep growing, and likely rewarding investors with more dividends. Here's why.What you are buying w ...

If you like to buy stocks when the market is selling them, then you'll love Realty Income, Rexford Industrial, and Public Storage.Rising interest rates have hit real estate investment trusts (REITs) particularly hard. Other income alternatives are now more competitive, drawing dollars out of the sector. And higher rates lead to higher costs for REITs.Wall Street has punished a lot of REITs, perhaps for good reason, but that has resulted in a few well-run companies ending up with historically attractive yiel ...

Dragon Claws Realty Income Corporation (NYSE:O) beat estimates with regards to FFO and sales for its 1Q24 yesterday and the retail real estate investment trust once more underlined its key value proposition for passive income investors: Realty Income remained a very high margin of dividend safety, particularly because the trust benefited from a QoQ improvement in its pay-out ratio. Realty Income’s portfolio metrics also continue to look very robust with the commercial real estate investment trust postin ...

Realty Income focused on making international acquisitions during the first quarter.Diversification has been a key focus of Realty Income (O -0.78%) in recent years. The real estate investment trust (REIT) has been broadening its portfolio beyond its core retail focus to include industrial, gaming, data centers, and other properties. It has also expanded its geographic reach beyond the U.S. by moving deeper into Europe. That diversification strategy is paying dividends. It enables the REIT to find compellin ...

Realty Income Corporation (NYSE:O) Q1 2024 Earnings Conference Call May 7, 2024 2:00 PM ET Company Participants Steve Bakke - Senior Vice President of Corporate Finance Sumit Roy - President & Chief Executive Officer Jonathan Pong - Chief Financial Officer & Treasurer Conference Call Participants Nate Crossett - BNP Greg McGinniss - Scotiabank Brad Heffern - RBC Capital Markets Anthony Paolone - JP Morgan Haendel St. Juste - Mizuho Nick Joseph - Citi Wes Golladay - Baird Harsh Hemnani - Green Street Linda T ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2024, or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number 1-13374 REALTY INCOME CORPORATION (Exact name of registrant as specified in its charter) Maryland 33-0580106 (State or Other Jurisdiction of Incorporation or Or ...

Realty Income Corporation’s (O) first-quarter 2024 adjusted funds from operations (AFFO) per share of $1.03 was in line with the Zacks Consensus Estimate. The reported figure also compared favorably with the prior-year quarter’s 93 cents per share.Results display better-than-anticipated top-line growth. The company benefited from expansionary effects and a healthy pipeline of opportunities globally. Although the portfolio occupancy remained stable sequentially, it declined year over year, affecting the resu ...

Realty Income Corp. (O) came out with quarterly funds from operations (FFO) of $1.03 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $0.98 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this real estate investment trust would post FFO of $1.02 per share when it actually produced FFO of $1.01, delivering a surprise of -0.98%.Over the last four quarters, the company has surpassed consensus FFO estimates two times.Realt ...