Realty Income Stock News

Realty Income Corporation investors endured some pain recently, as market sentiments shifted from optimism to pessimism. I explain why the surge in 10-year bond yields was likely the main culprit, while noting that Realty Income's fundamental drivers haven't materially changed. Realty Income benefits from its non-discretionary retail portfolio, but higher rates could affect its acquisitive cade...

There is an often overlooked difference between income investing and dividend growth investing. The two are not the same. Timely charts showing that inflation is even more subdued than the official CPI metrics show, but also what threatens to disrupt the disinflationary trend. A discussion of three books dividend growth investors would benefit from reading. Only one is specifically about divide...

The Federal Reserve began the process of cutting benchmark interest rates in September 2024, as expected. That came after a long series of rate hikes it initiated in early 2022 to help cool off surging U.S. inflation.

Dividend cuts can be devastating to an income-focused investor. You lose a portion of your passive income, and a dividend stock's price tends to fall significantly leading up to and after a payout reduction.

The past couple of years have been great for the overall stock market, but there is a downside. When stock prices go up, dividend yields decline.

There is a difference between the stock market and a market of stocks. The S&P 500 is currently near all-time highs, yet numerous high-quality stocks within the index trade at bargain valuations.

The BDC sector had a lackluster H2 of 2024 after being on a strong run from 2022 to mid 2024. However, recently there has been some great news for BDCs to start 2025. We share our approach to BDCs right now.

I just upped my position in Realty Income by almost 50%, comfortably making it a top 10 holding in my portfolio. The company looks to have plenty of growth left in the tank. Realty Income continues to possess a sturdy balance sheet and sports a well-covered 6% yield.