KanawatTH Investment thesis Realty Income Corporation (NYSE:O) is one of the most popular triple net lease REITs that operates mainly within a property sector favored by investors. It pays attractive, well-covered dividends, has a fortress-like A- rated balance sheet, a resilient business model, and impressive investment activity in Europe (marked by high cap rates). I own a position in O and intend to hold onto it. I believe it will do relatively well in the future, however, I also believe that some of its ...