Realty Income: Why This Growth Investor Is Coming Back To The Name (Rating Upgrade)

n a patty_c I have been cautious on real estate investment trusts, or REITs, in general over the past two years following the 2022 crash in tech stocks. That setup made it appear likely that tech stocks would offer a greater source of alpha (and REITs a greater chance of underperformance). With tech stocks recovering their losses and continuing to soar, it is time to take another look at REITs. Realty Income Corporation (NYSE:O) is one of the most popular net lease REITs and REITs in general, and for good r ...