Agree Realty We screened our 24/7 Wall Street research database for quality companies rated Buy at major Wall Street firms that paid monthly dividends. Five seem like great ideas for Baby Boomer passive income-oriented investors seeking upside appreciation. All are rated Buy at the top Wall Street firms we cover. Why do we cover monthly dividend stocks? Passive income is characterized by its ability to generate revenue without the earner's continuous active effort, making it a desirable financial strategy f ...

Group 1 - Realty Income Corporation (NYSE:O) is considered one of the best high growth stocks, with an average price target suggesting an upside of nearly 8%, and a Street high indicating a potential upside of 20% [1][3] - The company disclosed a £900 million unsecured term loan maturing in January 2028, which represents approximately 4% of its total debt of $29.04 billion as of Q3 2025 [2][3] - The loan will be utilized to repay outstanding debt on a $4.0 billion revolving credit facility and to pre-fund a January 2026 multi-currency term loan, which includes a £705 million sterling-denominated tranche [2] Group 2 - Realty Income Corporation announced a monthly dividend payout of $0.2695 per share, scheduled for distribution on December 15 to shareholders recorded by November 28 [4] - The company is part of the S&P 500 and the Dividend Aristocrats, focusing on delivering reliable monthly dividends from long-term net leases on nearly 15,500 properties globally [4]

Group 1 - Realty Income Corporation (NYSE:O) is recognized for its monthly dividend payments, which are appealing to investors [1][2] - Jim Cramer expressed that Realty Income may have been oversold and sees it as an investment opportunity despite a negative note [1] - Cramer also indicated that while he likes Realty Income, he believes it is more suitable for older investors seeking stability rather than growth [2] Group 2 - The company is categorized as a real estate investment firm that manages a significant portfolio of properties [2] - There is a suggestion that certain AI stocks may offer greater upside potential compared to Realty Income, indicating a shift in investment focus towards growth-oriented sectors [2]

Core Insights - Realty Income has established a strong reputation for its monthly dividend model, having declared its 664th consecutive monthly common-stock dividend of 26.95 cents per share in October 2025, with a 132nd increase in September, indicating management's confidence in recurring cash flows [1][9] Operational Metrics - As of June 30, 2025, Realty Income manages over 15,600 properties across the U.S. and Europe, with a portfolio heavily weighted towards single-tenant, triple-net lease structures (approximately 98% of assets), a long average lease term of about nine years, and an occupancy rate of 98.6% [2][9] - The tenant base is diversified across 91 industries, which supports stability in cash flows [2] Economic Resilience - Approximately 90% of total rent comes from non-discretionary, low-price-point or service-oriented retail tenants, making it resilient to economic downturns and e-commerce pressures, thus reducing cash flow volatility [3] Growth and Investment Strategy - Realty Income invested around $2.5 billion in the first half of 2025 at a 7.3% yield and expects to deploy about $5 billion for the full year, while maintaining over $5 billion in liquidity for expansion [4][9] - The company continues to identify opportunities in essential retail, industrial, and international markets [4] Competitive Landscape - Despite modest rent growth and increasing competition, Realty Income's disciplined strategy and resilient portfolio underpin stable cash flow and dividend reliability [5] Valuation and Performance - Realty Income's shares have increased by more than 12% year to date, contrasting with a 3.8% decline in the industry [8] - The company trades at a forward 12-month price-to-FFO of 13.71, which is below the industry average, and carries a Value Score of D [10] - The Zacks Consensus Estimate for Realty Income's 2025 FFO per share has been revised upward, while the estimate for 2026 has been adjusted downward over the past 30 days [11]

Core Points - Realty Income Corporation (NYSE:O) is recognized for its long-standing history of dividend payments, being part of the 15 Dividend Stocks that have raised payouts for over 20 years [1] - The company declared its 664th consecutive monthly dividend of $0.2695 per share, which annualizes to $3.234 per share, scheduled for payment on November 14, 2025 [2] - Realty Income is known as "The Monthly Dividend Company" and has consistently increased its dividends for more than 30 consecutive years, currently offering a dividend yield of 5.45% as of October 16 [3] Company Overview - Realty Income Corporation is one of the largest real estate investment trusts (REITs) globally, with a diversified portfolio that spans retail, industrial, gaming, and other sectors [4] - The company's properties are primarily leased to prominent global companies, and its net lease model ensures stable and predictable rental income [4]

Core Insights - LTC Properties, Inc. is recognized as one of the 10 Safest Monthly Dividend Stocks to buy, highlighting its stability in the market [1] - The company operates primarily in the healthcare sector, focusing on senior housing and skilled nursing facilities through various income-generating structures, which ensures a stable cash flow for its monthly dividends [2] - Despite challenges faced during the COVID-19 pandemic, including tenant struggles and bankruptcies, LTC Properties maintained a solid financial position, allowing it to continue paying dividends and pursue new investments [3] Company Overview - LTC Properties has consistently paid regular dividends to shareholders since 2005, establishing itself as a reliable investment option [4] - The current monthly dividend is $0.19 per share, translating to a dividend yield of 6.43% as of September 23 [4]

Core Viewpoint - Realty Income is highlighted as a premier choice for high-yield dividend investment due to its consistent monthly dividends and strong financial foundation [1][11] Company Overview - Realty Income is known as "The Monthly Dividend Company," focusing on delivering dependable monthly dividends that increase over time [3] - The company has declared 660 consecutive monthly dividends since its inception and has raised its payment 131 times since going public in 1994 [4] Dividend Performance - Realty Income has increased its dividend for 111 consecutive quarters and 30 straight years, achieving a compound annual growth rate of 4.2% [4] - The REIT pays a high-yielding monthly dividend of 5.5%, backed by a robust portfolio and financial profile [11] Real Estate Portfolio - Realty Income owns 15,600 properties across various sectors, including retail, industrial, and gaming, leased to leading global companies [5] - 91% of its total rent comes from tenants in industries resilient to economic downturns and insulated from e-commerce pressures [5] Financial Profile - The company holds one of the top 10 highest credit ratings in the REIT sector, allowing for low borrowing costs and significant financial flexibility [6] - Realty Income maintains a conservative dividend payout ratio of about 75% of its adjusted funds from operations (FFO) [6] Growth Potential - The REIT has a history of durable earnings growth, with adjusted FFO per share rising at a 5% annual rate over the past three decades [8] - Realty Income has only experienced one year of negative adjusted FFO per share growth, which occurred during the financial crisis in 2009 [8] Investment Opportunities - Realty Income is positioned to continue expanding its portfolio, with a global net lease market opportunity estimated at $14 trillion across the U.S. and Europe [10] - The company is launching its U.S. Core Plus Fund to tap into the private capital market, providing additional capital for investment and management fee income [9] Conclusion - Realty Income's combination of payment frequency, yield, growth, and financial strength makes it a compelling choice for investors seeking reliable passive income [11]

Core Viewpoint - EPR Properties is a high-yielding dividend stock that provides a stable income stream through its real estate investments, particularly in experiential properties, making it an attractive option for passive income generation [3][5][14] Company Overview - EPR Properties is a real estate investment trust (REIT) that specializes in experiential real estate, owning properties such as movie theaters, ski resorts, and fitness venues [5] - The REIT primarily utilizes long-term, triple net leases, which require tenants to cover all operating expenses, ensuring stable monthly rental income [6] Financial Performance - The company expects to generate between $5.00 and $5.16 per share of funds from operations (FFO) for the year, which comfortably covers its monthly dividend of $0.295 per share ($3.54 annualized) [7] - EPR Properties maintains a strong balance sheet with an investment-grade credit rating, ending the first quarter with $20.6 million in cash and only $105 million in outstanding borrowings [8][9] Dividend Growth Potential - EPR Properties has a history of growing its experiential property portfolio and plans to invest $200 million to $300 million annually in new properties, which supports a projected 3% to 4% annual growth in FFO per share [10][11][12] - The REIT raised its dividend by 3.5% earlier this year, indicating its commitment to increasing shareholder returns [12] Market Opportunity - The total addressable market for experiential real estate investments exceeds $100 billion, providing significant growth potential for EPR Properties, which currently has a portfolio valued at $6.4 billion [12] - The company has plans for $148 million in experiential development and redevelopment projects over the next two years, including its first investment in the golf sector [13]

Core Viewpoint - Investing in real estate can be accessible to individuals without significant wealth, particularly through dividend stocks like Realty Income, which offers monthly dividends to shareholders [1][2]. Company Overview - Realty Income is recognized as "The Monthly Dividend Company" and is a leading real estate investment trust (REIT) that provides monthly dividends [2][5]. - The company has a diverse portfolio consisting of 15,627 properties across the United States and seven other countries, focusing on tenants in consumer-facing, recession-proof businesses [5][6]. Financial Performance - Realty Income has a strong track record, having paid and raised its dividend for 32 consecutive years, including during significant economic downturns such as the Great Recession and the COVID-19 pandemic [6]. - The company's dividend payout ratio is 75% of its 2025 funds from operations (FFO) guidance, indicating a stable financial performance [6]. Investment Strategy - To generate $100 in monthly dividends from Realty Income, an investor would need to purchase approximately 373 shares, requiring an investment of around $20,701 at the current share price, given a dividend yield of 5.8% [7]. - Investors can start with any amount and reinvest dividends to accumulate shares over time, enhancing their dividend income [8]. Tax Considerations - Dividends from Realty Income are classified as nonqualified dividends, which are taxed as ordinary income at the investor's applicable tax bracket [10]. - It is advisable for investors to consider holding Realty Income or other REITs in tax-advantaged accounts to optimize their investment strategy [11].