skodonnell I am new to analyzing real estate, although I do own Alexandria Real Estate (ARE) shares, primarily because it has some cross-over to technology, which is my usual field of analysis. However, I am looking to broaden my horizons and also to diversify my portfolio to focus on cash flow generation as well as asset growth. I have studied the real estate markets for a while, and Realty Income (NYSE:O) is one company that I have had my eye on. I am bullish on O because I consider it to be one of the mo ...

Andrii Shyp If someone asked me what the best-covered asset classes on Seeking Alpha are, I would undoubtedly say REITs, BDCs, and MLPs. The reason? | --- | --- | --- | |----------|--------------|---------| | | | | | Year | My Portfolio | S&P 500 | | 2021 | 29.8% | 27.2% | | 2022 | -9.0% | -18.3% | | 2023 | 17.2% | 24.3% | | 2024* | 18.3% | 16.4% | | Average: | 14.1% | 12.4% | Many Seeking Alpha investors seek higher yield and stability in their portfolios. All three distinct asset classes provide just that ...

SAN DIEGO, Aug. 19, 2024 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced the pricing of a public offering of $500 million of 5.375% senior unsecured notes due 2054 (the "Notes"). The public offering price for the Notes was 98.374% of the principal amount for an effective semi-annual yield to maturity of 5.486%. The net proceeds from this offering will be used for general corporate purposes, which may include, among other things, the repaymen ...

JamesBrey Realty Income Corporation (NYSE:O) is my second-largest holding in the portfolio. I have put dividend reinvestment on pause, mostly because of just how large a chunk this specific REIT consumes from the total investment exposure. Another reason why I initially — from early 2024 — decided to redirect the monthly dividends to other assets was related to O's valuation premium and other peers such as Essential Properties Realty Trust (EPRT) and Federal Realty Investment Trust (FRT) offering (at that t ...

....... FotografiaBasica Over the past several months, the net lease sector has begun to outperform real estate at large. The boost comes as much-needed relief for a sector that has been punished over the past several years. In fact, for some net lease REITs, the rising interest rate era has seen unprecedented drawdowns for share prices. As interest rates increased, yields were pushed higher. The ten-year treasury's yield increased several hundred basis points inside of the course of twelve months, one of t ...

These two dividend stocks remain at a discount, despite relief being on the horizon. Real estate investment trusts, or REITs, are one of the most interest-rate-sensitive groups of stocks in the entire market. This is the primary reason that while the S&P 500 has rebounded by 46% since the end of 2022, the Vanguard Real Estate ETF (NYSEMKT: VNQ) has only managed a 19% total return since then. In simple terms, rising interest rates tend to put downward pressure on REITs. Not only are income-focused stocks les ...

SAN DIEGO, Aug. 15, 2024 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced that it has declared the 650th consecutive common stock monthly dividend. The dividend amount of $0.2630 per share, representing an annualized amount of $3.156 per share, is payable on September 13, 2024 to stockholders of record as of September 3, 2024. Realty Income also announced it has declared a quarterly cash dividend of $0.3750 per share to holders of the Company ...

Adam Gault Over the past year, I have posted several articles that were critical of Realty Income (NYSE:O). In short, I think that Realty Income faces three main issues: The REIT has become too big for its own good and its massive size is likely to slow down its future growth. The REIT is stepping away from its main circle of competence and now investing in all sorts of properties, including casinos, data centers, and even vertical farming. We think that its average portfolio quality has degraded over the y ...

The designer491 The sell and replace thesis Realty Income Corporation (NYSE:O) has consistently traded at a premium to its peer group based on a perception of superior quality. As more and more tenant issues surface, I think that perception will burst, and it will trade more in-line with its peer group. Realty Income is a good company, but our analysis suggests the premium is not warranted as it has more exposure to troubled tenants than most of its peer set and this will be a drag on AFFO/share growth. Man ...

filo Realty Income Corporation (NYSE:O) beat FFO estimates for the second quarter due to strong rental activity, and the commercial real estate investment trust once again easily covered its dividend with adjusted funds from operations. Realty Income has a considerable opportunity for funds from operations growth in the data center market as the industry ramps up its AI spending. The real estate investment trust also reaffirmed its 2024 forecast for adjusted funds from operations, and passive income investo ...