Company Overview - Realty Income (NYSE: O) has experienced a year-to-date increase while the overall market has declined, indicating resilience in its performance [2] - The company has a market capitalization of $50 billion and offers a dividend yield approaching 6%, reinforcing its reputation as a reliable monthly dividend payer [2] Investment Strategy - The Value Portfolio focuses on constructing retirement portfolios through a fact-based research strategy, which includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] - The investment approach involves real monetary investments in the stocks that are recommended, ensuring a commitment to the suggested strategies [2]

Market Overview - The overall real estate market has experienced significant fluctuations in recent years, particularly influenced by the Federal Reserve's aggressive interest rate hikes, which led to a decline in REITs [1] - The market is now observing initial signals indicating potential interest rate cuts, which could impact REIT performance positively [1] Individual Contributions - Roberts Berzins has over a decade of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [1] - He has played a crucial role in institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Berzins has contributed to policy-level initiatives, including the development of national SOE financing guidelines and frameworks aimed at channeling private capital into affordable housing [1] - He holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade, while being based in Latvia [1] - Berzins is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [1]

Core Viewpoint - Realty Income is positioned as a high-yield dividend stock that offers a reliable income stream, trading approximately 25% below its pre-pandemic levels, making it an attractive investment opportunity for long-term investors [1]. Company Overview - Realty Income is one of the largest internationally diversified real estate investment trusts (REITs), utilizing a net lease approach where tenants cover most property-level expenses [2]. - The company has a market capitalization of around $50 billion, significantly larger than its closest peer at $14 billion, which enhances its access to capital markets [5]. Dividend Characteristics - Realty Income currently offers a dividend yield of 5.5%, which is substantially higher than the S&P 500's yield of 1.2% and the average REIT yield of 3.6% [3]. - The company has a 30-year track record of annual dividend increases, averaging a 4.4% annualized rate, with 110 consecutive quarterly increases [4]. Portfolio and Diversification - Realty Income's portfolio consists of approximately 15,600 properties, providing significant diversification across various sectors, including retail, industrial, and unique assets like casinos and vineyards [5][6]. - The REIT's investments span both North America and Europe, allowing for various growth opportunities through acquisitions [6]. Growth Potential - The company anticipates acquiring nearly $4 billion in new properties in 2024 and expects similar amounts in 2025, with adjusted funds from operations (FFO) projected to grow in the mid-single digits for 2024 and low single digits for 2025 [7]. - Realty Income's slow and steady growth strategy is seen as a solid foundation for a buy-and-hold portfolio, providing reliable dividends while allowing for the inclusion of faster-growing companies [8].

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - Market volatility presents opportunities for income investors to invest in value stocks with attractive yields, especially those with strong balance sheets [2] Group 2 - The article emphasizes the importance of defensive stocks for medium- to long-term investment horizons [2]

Realty Income (NYSE: O ) reported missed FFO expectations for the fourth-quarter, but generally benefited from a strong leasing background and growth in the most important cash flow metric, FFO, due to the acquisition of Spirit Realty, the retail and industrial real estateAnalyst’s Disclosure: I/we have a beneficial long position in the shares of O either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for ...

Core Viewpoint - Realty Income is committed to providing a reliable and increasing monthly dividend to its investors, having successfully done so for over three decades since going public in 1994, with its 130th dividend increase recently declared [1][4]. Dividend Performance - The latest monthly dividend payment is $0.2685 per share, which annualizes to $3.222, reflecting a modest 0.2% increase from the previous month, following a 1.5% increase last month and a 4.5% increase over the past year [3][4]. - Realty Income has maintained a consistent dividend increase every year for 30 years, achieving a compound annual growth rate of 4.3% in dividends over this period [4]. Business Model and Strategy - The REIT's business model is built on generating consistent cash flow, even during market volatility, which supports its ability to deliver increasing monthly dividends [5]. - Realty Income focuses on owning properties secured by net leases, which provide stable income as tenants cover all operating costs [6]. - The company aims to be a real estate partner to leading global companies, enhancing its investment opportunities as these partners grow [7][8]. Financial Strength - Realty Income has a conservative dividend payout ratio of less than 75% of its adjusted funds from operations (FFO), allowing for significant excess free cash flow to reinvest into new income-generating real estate, totaling nearly $920 million last year [9]. - The REIT boasts an elite balance sheet, being one of only eight REITs with bond ratings of A3/A- or better, which provides access to low-cost debt financing [10]. Investment Outlook - Realty Income has a strong track record of increasing dividends, making it an attractive option for investors seeking a durable and steadily rising income stream [12].

If you've got $5,000 that you can afford to invest in the stock market, you may want to consider putting that money into dividend stocks. Fears of an imminent recession are mounting,  and dividend stocks can be good defensive investments. Not only can they provide some steady and recurring income, but those companies with track records of being able to consistently make these recurring payments are among the safer stock investments you can own.Three stocks that are currently offering yields greater than th ...

Realty Income Corporation (O) has announced an increase in its common stock monthly cash dividend to 26.85 cents per share from 26.80 cents paid out earlier. Though the latest hike marks a marginal increase from the prior dividend, it marks its 130th dividend hike since its listing on the NYSE in 1994. Prior to this, in February 2025, the company had announced a 1.5% hike in the common stock monthly cash dividend.The increased amount will be paid out on April 15 to its shareholders on record as of April 1, ...

Volatility has returned to the stock market again in recent weeks. The Nasdaq has already corrected by declining more than 10% from its peak, while the S&P 500 is approaching that level. Many stocks are down even more than that. While stock market corrections can be challenging, they often provide the opportunity to buy some high-quality stocks at better prices. One stock I have my eye on amid the sell-off is Realty Income (O -0.60%). If the stock market decline intensifies, I plan to load up on more shares ...

SAN DIEGO, March 12, 2025 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced it has declared an increase in the company's common stock monthly cash dividend to $0.2685 per share from $0.2680 per share. The dividend is payable on April 15, 2025, to stockholders of record as of April 1, 2025. This is the 130th dividend increase since Realty Income's listing on the NYSE in 1994. The new monthly dividend represents an annualized dividend amount of ...