matdesign24 Recently, we shared an article entitled "Very Good News for Realty Income" in which we explained that we expected Realty Income Corporation's (O) growth to accelerate as a result of the expanding cap rates in the net lease property sector. Realty Income As a reminder, Realty Income was only getting a ~7% cap rate on its new acquisitions for most 2023, and this was a problem going into 2024 because its cost of capital was around the same level and it wasn't able to earn a good spread. This explai ...