JamesBrey Realty Income Corporation (NYSE:O) is my second-largest holding in the portfolio. I have put dividend reinvestment on pause, mostly because of just how large a chunk this specific REIT consumes from the total investment exposure. Another reason why I initially — from early 2024 — decided to redirect the monthly dividends to other assets was related to O's valuation premium and other peers such as Essential Properties Realty Trust (EPRT) and Federal Realty Investment Trust (FRT) offering (at th ...