Investment Themes - The world needs to invest trillions of dollars in AI infrastructure and lower-carbon energy sources, alongside addressing the retirement-income gap due to an aging population [1][2] Brookfield Corporation - Brookfield Corporation is positioned at the intersection of AI infrastructure, wealth products, and real estate recovery, launching its first AI infrastructure fund targeting $100 billion in assets [4][5] - The company anticipates 25% annual earnings growth over the next five years, with a projected $7 trillion investment needed in AI infrastructure over the next decade [5] Kinder Morgan - Kinder Morgan operates the largest natural gas infrastructure platform in the U.S., transporting 40% of the country's gas production, and is well-positioned to meet the growing demand for gas [7][8] - The company expects gas demand to rise by 28 billion cubic feet per day by 2030, with $10 billion in new capital projects planned to enhance its growth outlook [8] Meta Platforms - Meta Platforms is investing heavily in AI, aiming to build personal superintelligence and has launched several AI products, including a popular AI chatbot and AI glasses [9][11] - The company is in the early stages of its AI potential, with significant upside expected for existing apps and new products [12] NextEra Energy - NextEra Energy is a leader in clean energy infrastructure, partnering with AI companies for power supplies and estimating investments of $295 billion to $325 billion in clean power and data centers through 2032 [12][14] Realty Income - Realty Income is a major REIT focusing on income-generating properties, benefiting from the $50 trillion need for U.S. retirement investment and the $14 trillion in corporate real estate [15][17] - The REIT aims to unlock real estate value through sale-leaseback transactions to support its high-yielding monthly dividend [17] Prologis - Prologis focuses on industrial real estate and is leveraging its expertise in energy to develop data centers, with a power pipeline of up to 5.7 gigawatts [18][19] - The company has strong momentum in logistics and digital infrastructure, signing a record 228 million square feet of leases last year, which is expected to drive earnings and dividend growth [19]

Capital Rotation - There has been a notable capital rotation from growth and technology sectors into value and high-quality dividends in recent weeks [1]

Company Performance - Realty Income Corp. (O) closed at $60.85, reflecting a -1.52% change from the previous day, underperforming the S&P 500 which gained 0.55% [1] - Over the past month, shares of Realty Income Corp. have appreciated by 9.03%, outperforming the Finance sector's gain of 0.37% and the S&P 500's gain of 0.71% [1] Earnings Expectations - Analysts expect Realty Income Corp. to report earnings of $1.08 per share, indicating a year-over-year growth of 2.86% [2] - The consensus estimate for revenue is $1.46 billion, representing a 9.08% increase compared to the same quarter last year [2] - Full-year Zacks Consensus Estimates project earnings of $4.26 per share and revenue of $5.73 billion, reflecting year-over-year changes of +1.67% and 0% respectively [3] Analyst Estimates and Market Sentiment - Recent changes to analyst estimates for Realty Income Corp. suggest a favorable outlook on the company's business health and profitability [3] - The Zacks Rank system, which incorporates estimate changes, currently rates Realty Income Corp. as 3 (Hold) [5] Valuation Metrics - Realty Income Corp. has a Forward P/E ratio of 13.97, which is a premium compared to its industry's Forward P/E of 13.81 [6] - The company has a PEG ratio of 3.97, while the average PEG ratio for the REIT and Equity Trust - Retail industry is 2.65 [7] Industry Context - The REIT and Equity Trust - Retail industry is part of the Finance sector and holds a Zacks Industry Rank of 97, placing it in the top 40% of over 250 industries [8]

A live webcast will be available in listen-only mode by clicking on the webcast link on the company's homepage at www.realtyincome.com. A replay of the conference call webcast will be available approximately one hour after the conclusion of the live broadcast. No access code is required for this replay. Forward-Looking Statements SAN DIEGO, Jan. 22, 2026 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company, today announced it will release its fourth quarter and ye ...

Key Points Dividend investors seeking a reliable, high-yielding stock should consider buying Realty Income as 2026 gets underway. The giant real estate investment trust has a strong business model and a strong financial foundation. The company is expanding its business so it can keep growing its dividend for decades to come. 10 stocks we like better than Realty Income › Investors attempting to live off the dividends their portfolios generate are typically looking for two things: a reliable divid ...

Key Takeaways Realty Income owns 15,500 properties and 1,600 tenants, with no renter over 3.3% of rent.O posted 98.7% occupancy and 103.5% rent recapture in Q3 2025, signaling strong tenant retention.Realty Income invested $1.4B at 7.7% yields in Q3, with Europe now contributing 17.7% of annual rent.Realty Income’s (O) ability to pay monthly dividends for 667 straight months is closely tied to how its portfolio is structured. The REIT owns more than 15,500 properties leased to more than 1,600 tenants operat ...

Key Points Realty Income has a remarkable record of paying monthly dividends. Healthpeak Properties switched to paying monthly dividends last year. Healthpeak Properties offers a higher yield and greater near-term upside potential than Realty Income. 10 stocks we like better than Realty Income › Realty Income (NYSE: O) is one of the world's largest real estate investment trusts (REITs). It's also one of the most popular companies in the sector, thanks in part to its high-yielding, steadily rising ...

Group 1: Retirement and Investment Strategy - The last of the Baby Boomers are expected to retire this decade, prompting a shift in investment strategy towards income-focused assets like dividend stocks [1] - Investors should prioritize income over growth as they approach retirement, making dividend stocks an attractive option [1][2] Group 2: Realty Income (O) - Realty Income is a popular real estate investment trust (REIT) known for its rising monthly dividends and strong cash flow, required to pay at least 90% of taxable dividends to shareholders [3][4] - The stock has maintained a high occupancy rate of 97% during economic downturns, showcasing its resilience [4] - Realty Income currently offers a dividend yield of 5.28% and is considered a Dividend Aristocrat, with potential for stock price appreciation to over $80 or even $100 by 2030 [4] Group 3: Enterprise Products Partners (EPD) - Enterprise Products Partners operates as a North American midstream energy company, providing stability through long-term fee-based contracts rather than being exposed to daily oil price fluctuations [5][6] - The stock has appreciated over 5% in the past six months, and with a 6.7% dividend yield, it offers a total return in the double digits, making it a reliable investment choice [7] Group 4: Verizon (VZ) - Verizon is highlighted for its high dividend yield, supported by its stable telecom business, which has remained profitable even during challenging economic periods [9] - The company has continued to pay and even increase dividends despite significant interest payments from recent interest rate hikes [9][11] - With a current dividend yield above 7% and a forward dividend payout ratio of 57.68%, Verizon is expected to recover and potentially exceed $60 by 2029 [11]

Core Viewpoint - The article emphasizes the importance of building a thoughtful investment portfolio that balances strong growth potential with solid fundamentals, focusing on high-quality businesses primarily in the U.S. and Europe [1]. Group 1: Investment Strategy - The company prioritizes investing in businesses with staying power, industry-leading profitability, low leverage, and growth potential [1]. - The focus is on portfolio strategy and capital allocation, aiming for long-term financial independence through thoughtful investment choices [1]. Group 2: Investment Philosophy - Investing is viewed as a challenge to thinking and a means to maintain curiosity while progressing towards financial independence [1].

Core Insights - Dividend growth is essential for dividend-focused investors, as inflation diminishes the dollar's value over time, making it crucial for dividend payments to increase to maintain purchasing power [1] Visa - Visa is a global payment processor that facilitates transactions between buyers and sellers, processing 257.5 billion transactions in fiscal 2025, representing a 10% year-over-year increase [2] - The shift from cash to card-based payments and the growth of e-commerce are expected to sustain Visa's business growth for years [3] - Visa's dividend has surged by 375% over the past decade, appealing to investors who prioritize future income over immediate returns [3] - The current price-to-earnings (P/E) ratio of 32 is slightly below its five-year average of 33, indicating a reasonable valuation for long-term investors [4] - A $2,000 investment in Visa would allow the purchase of approximately six shares [4] Realty Income - Realty Income represents a slower dividend growth option, with a 40% increase in dividends over the past decade and a compound annual growth rate of 4.2% over three decades, slightly outpacing inflation [6] - Realty Income offers a relatively high dividend yield of 5.3%, making it attractive for investors seeking income from their portfolios [7] - A $2,000 investment in Realty Income would enable the purchase of about 32 shares [7] Investment Preferences - Some investors favor rapidly growing dividend stocks like Visa, while others prefer the steady growth of dividends offered by Realty Income, highlighting differing investment strategies [8]