Quarterly Investor Presentation REAL ESTATE PARTNER TO THE WORLD'S LEADING COMPANIES® May 2025 Safe Harbor For Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Exchange Act of 1934, as amended. When used in this presentation, the words "estimated," "anticipated," "expect," "believe," "intend," "continue," "should," "may," "l ...

Core Insights - Realty Income Corp. reported $1.38 billion in revenue for the quarter ended March 2025, marking a year-over-year increase of 9.5% [1] - The company's EPS for the same period was $1.06, compared to $0.16 a year ago, with no EPS surprise against the consensus estimate [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.37 billion by 0.53% [1] Revenue Breakdown - Rental revenue (including reimbursable) was $1.31 billion, matching the average estimate from four analysts, and reflecting an 8.7% increase year-over-year [4] - Other revenue amounted to $67.45 million, surpassing the three-analyst average estimate of $57.70 million, with a year-over-year change of 28.9% [4] Stock Performance - Realty Income Corp.'s shares returned +3.3% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Realty Income Corp. (O) came out with quarterly funds from operations (FFO) of $1.06 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $1.03 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 $1.06 per share when it actually produced FFO of $1.05, delivering a surprise of -0.94%.Over the last four quarters, the company has surpassed consensus FFO estimates just once.Realt ...

Realty Income (O) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good day, and welcome to the Realty Income First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Kelsey Mueller, Vice President, Investor Relations. Please go ahead. Speaker1 Thank you for joining us today for Realty Income's twenty twenty five first quarter operating results conference call. Dis ...

Realty Income (O) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Kelsey Mueller - VP - Investor RelationsSumit Roy - President and CEOJonathan Pong - Executive VP, CFO & TreasurerBrad Heffern - DirectorRyan Caviola - AssociateHaendel St. Juste - Managing DirectorRonald Kamdem - Managing Director & Head of US REITs and CRE ResearchGreg Mcginniss - DirectorRich Hightower - Managing Director, U.S. REIT ResearchJana Galan - DirectorJay Kornreich - VP - Equity ResearchAnthony Paolone - Execu ...

CEO Comments "Realty Income's ability to deliver reliable and stable performance through varying market conditions continues to be a hallmark of our platform," said Sumit Roy, Realty Income's President and CEO. "Throughout our history, we have strategically expanded and diversified our portfolio across geographies, asset classes, and investment types. This, combined with our high-quality tenant base, ensures the predictability and durability of our cash flows, which has proven to be especially valuable duri ...

SAN DIEGO, May 5, 2025 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced operating results for the three months ended March 31, 2025. All per share amounts presented in this press release are on a diluted per common share basis unless stated otherwise.COMPANY HIGHLIGHTS:For the three months ended March 31, 2025: Net income available to common stockholders was $249.8 million, or $0.28 per share Adjusted Funds from Operations ("AFFO") per share ...

Group 1 - The investing group iREIT®+HOYA Capital is led by Brad and HOYA Capital, focusing on REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives [1] - The team of analysts has over 100 years of combined experience, including diverse backgrounds such as a former hedge fund manager and a military veteran [1] - Brad Thomas has over 30 years of experience in real estate investing, having been involved in over $1 billion in commercial real estate transactions [2] Group 2 - Brad Thomas has been featured in major media outlets like Barron's, Bloomberg, and Fox Business, and is the author of four books, including "REITs For Dummies" [2] - The article emphasizes that past performance is not indicative of future results, and no specific investment recommendations are provided [5]

Company Overview - Realty Income is a real estate investment trust (REIT) that owns a portfolio of over 15,600 properties across North America and Europe [2] - The company employs a net lease approach, where tenants are responsible for most property-level operating costs, reducing expenses and risk for Realty Income [4] Business Model - The majority of Realty Income's revenue comes from single-tenant retail assets, which account for nearly 75% of its rent roll, while the remaining 25% includes industrial assets and unique properties like vineyards and casinos [5] - Realty Income is primarily considered a retail REIT, but it offers geographic and property type diversification [5] Dividend Performance - Realty Income offers a dividend yield of 5.6%, significantly higher than the S&P 500's 1.3% and the average REIT's 4% [7] - The company has a strong track record of increasing its dividend annually for 30 consecutive years, with an average growth rate of around 4% per year [8] - The monthly dividend payments provide a consistent income stream, making it appealing for investors seeking to replace paycheck income [9] Investment Appeal - Realty Income is characterized as a stable investment that may not generate excitement but offers a solid foundation for retirement portfolios focused on income [10] - The combination of high yield, a robust business model, and regular monthly dividends positions Realty Income as a strong option for income-focused investors [10]

Realty Income Corporation (O) , a leader in the net lease sector, is slated to release first-quarter 2025 results on May 5, after market close. The Zacks Consensus Estimate for the to-be-reported quarter’s adjusted funds from operations (FFO) and revenues is pegged at $1.06 per share and $1.38 billion, respectively.The Zacks Consensus Estimate for first-quarter 2025 adjusted FFO per share has remained unrevised at $1.06 over the past two months. However, it suggests 2.9% growth year over year. The Zacks Con ...