Our Contrarian Idea: Realty Income In A High Rate Environment

Company Overview - Realty Income (NYSE: O) is one of the largest real estate investment trusts (REITs) globally, with a market capitalization exceeding $50 billion [2]. Investment Strategy - The Value Portfolio focuses on constructing retirement portfolios using a fact-based research strategy, which includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2]. Analyst Position - The analyst has a beneficial long position in Realty Income shares, indicating a personal investment in the company [3].