Can O Stay Resilient Amid Soft Economy With a Stable Rent Base?

Key Takeaways Realty Income derives 73% of rent from essentials and 90% from recession-resistant tenants.Q2 2025 occupancy hit 98.6%, above long-term median, underscoring resilient necessity retail demand.Leasing saw a 103.4% rent recapture rate, with 93% renewals signaling strong tenant retention.Amid a weaker-than-expected job report and a softening economy, rate cut hopes have gathered steam, and this brings our attention to REITs like Realty Income (O) . Known as “The Monthly Dividend Company,” Realty I ...