Realty Income Stock News

The recent 75 basis point rise in the 10-year treasury yield has led to a significant selloff in net lease REITs. Despite strong earnings, REITs like O and ADC have seen stock price declines due to increased opportunity costs from higher treasury yields. This market shift presents a buying opportunity for investors, as many REITs now offer higher dividend yields and discounted prices.

Rising bond yields pose a challenge for the real estate investment trust.

Realty Income is growing more optimistic about its growth.

Realty Income Corporation (NYSE:O ) Q3 2024 Results Conference Call November 5, 2024 2:00 PM ET Company Participants Kelsey Mueller - Vice President, Investor Relations Sumit Roy - President & Chief Executive Officer Jonathan Pong - Chief Financial Officer & Treasurer Conference Call Participants John Kilichowski - Wells Fargo Greg McGinniss - Scotiabank Brad Heffern - RBC Capital Markets Smede...

Realty Income Corporation is a buy for its 5%+ dividend yield and strong potential upside to the author's price target in 2025. Q3 2024 revenue number was fair, but same-store revenue was slightly below target. Net income and AFFO were below expectations, with higher interest and depreciation expenses contributing to increased total expenses.

One of the main drawbacks of high durable income investing is the opportunity cost that comes from reduced income growth potential. However, as I have shown in this article, by being very selective, it is possible to achieve ~ 7% portfolio yield with also ~ 7% income growth rate going forward. Granted, the growth is not in double digit territory as for SCHD and it might not come true, but that ...

This leading REIT could be an attractive dividend play again.

My investment strategy centers on buying undervalued blue-chip big-dividend growth stocks. Fortunately, several of these have dropped recently, offering compelling opportunities for dividend investors. I discuss several high-yield dividend growth stocks with moated business models and strong balance sheets that I have been loading up on recently.