文章核心观点 - 2024年Realty Income(O)股价下跌3%,总回报基本持平[2] - Realty Income的表现落后于大盘,主要是由于近两年利率上升的影响[4][5][6] - 公司部分主要租户如Walgreens和Dollar Tree也面临一些经营挑战[7][8] - 但整体来看,Realty Income的业务表现仍然良好,财务状况稳健[10][11] 公司表现 - 2024年第一季度,公司调整后每股基金运营收益(AFFO)同比增长超过5%[10] - 公司投资组合出租率保持在98.6%[10] - 公司宣布了自1994年纽交所上市以来的第124次派息增加[10] - 凭借优秀的信用评级,公司仍能以较低成本获得融资,如最近发行4.75%利率的新债[11] 行业环境 - 2024年REITs整体表现较差,Vanguard房地产ETF(VNQ)总回报仅为1%,低于标普500指数18个百分点[4] - 主要原因是过去两年利率持续上升,投资者倾向于撤出REITs等较高风险收益工具[5][6] - 但公司面临的租户经营挑战对其影响有限,预计未来几年不会超过1-2%的租金收入受到影响[9]

aluxum/E+ via Getty ImagesThis month marks a special milestone as a shareholder of Realty Income (NYSE:O). I purchased my first shares of O in July 2014, making this my tenth year as a shareholder of the world’s largest net lease real estate investment trust. Since my initial investment, I have accumulated more, making “The Monthly Dividend Company” my largest real estate investment. My initial investment came following O’s acquisition of American Realty Capital Trust for $3.2 billion in 2013. I believe ...

Realty Income Corp. (O) closed at $57.73 in the latest trading session, marking a +0.17% move from the prior day. This move outpaced the S&P 500's daily loss of 0.78%. On the other hand, the Dow registered a loss of 1.29%, and the technology-centric Nasdaq decreased by 0.7%.The real estate investment trust's stock has climbed by 8.53% in the past month, exceeding the Finance sector's loss of 0.59% and the S&P 500's gain of 2.14%.The upcoming earnings release of Realty Income Corp. will be of great interest ...

Dragon Claws Investment thesis My previous bullish thesis about Realty Income (NYSE:O) aged well, as the stock delivered almost 13% total return since mid-April, slightly outperforming the broader U.S. market. Recent developments boosted my confidence about the sustainability of the company's stellar forward dividend yield of almost 6%. O consistently demonstrates strong financial performance despite the challenging monetary environment, and its balance sheet positions it firmly to maintain dividend gro ...

Most stocks are trading higher this year. Don't sleep on the sleepers.The market is rallying, and it's no longer just the largest growth stocks carrying the team. Smaller stocks are moving higher, and right now nearly two-thirds of U.S. exchange-listed stocks are in positive territory for 2024. Let's look at some of the names that aren't playing along.Realty Income (O 1.49%) and Comcast (CMCSA 1.88%) are trading lower this year. They are some of the more promising candidates to join the rally in the final s ...

Falling interest rates could cause dividend stock prices to surge.Higher interest rates over the past couple of years have weighed on many dividend stocks. They make borrowing money to fund acquisitions and expansion projects more expensive, which can slow growth. Higher rates also make lower-risk income options like bonds more attractive. That weighs on the value of dividend stocks, pushing up their yields to more enticing levels.Rates could go from a headwind to a tailwind for dividend stocks in the comin ...

HJBC/iStock Editorial via Getty Images Introduction It has almost been a year since I last wrote about Realty Income Corporation (NYSE:O). The stock hasn't gone anywhere since, but we believe it is highly likely to continue to provide stable gains and cash flow to investors for years to come. Realty Income is a dividend stock that helps you sleep at night knowing that your money should compound slowly over time. It provides you with that sweet cash flow every month that will hopefully be sufficient to pay y ...

petekarici In the eyes of many, Realty Income (NYSE:O) is the definitive income investment. Paying monthly, it has more than 25 years of consecutive dividend increases. As such, it's never been a security to trade at very high yields, like some other REITs. O 10Y Yield History (Seeking Alpha) If we express the valuation in terms of yield, the current one just under 6% is some of the cheapest the shares have ever been. Some of this is an obvious response to interest rate movements, but it's also worth ...

This real estate investment trust is built for predictable and growing income. Here's what you should know about its dividend.Realty Income (O -0.75%) is one of the most popular real estate investment trusts, or REITs, in the stock market. Since REITs are best known for their income potential, here are the key facts investors need to know about Realty Income's dividend payout -- past, present, and future.What is Realty Income's dividend?Let's start with the easy answer. Realty Income currently pays dividend ...

This leading real estate investment trust has a stellar track record of growth and income. And it's on sale right now.Realty Income (O -0.75%) is one of the largest and most popular real estate investment trusts, or REITs, in the market. The company owns a portfolio of nearly 15,500 properties in the United States and Europe and has paid 647 consecutive monthly dividends to investors.Built for steadily growing income over time, Realty Income has an outstanding track record of smart capital allocation and ou ...