Realty Income's net-lease portfolio offers defensive recurring income with monthly dividend. Spirit Realty merger fully integrated. European expansion (UK, Spain) ramping. Limited upside catalysts beyond rate-cut beta; sensitive to long-end yields.
Thesis reviewed May 29, 2026
Realty Income Corporation is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🏘Real Estate26AVOID| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| O | Realty Income Corporation | 34 | +2% | ↑8% | NEUTRAL |
| CCI | Crown Castle Inc. | 34 | +1% | ↑8% | NEUTRAL |
| WELL | Welltower Inc. | 31 | +9% | ↑8% | EARLY |
| AMT | American Tower Corporation | 31 | +5% | ↑8% | EARLY |
| PLD | Prologis, Inc. | 24 | +7% | ↑8% | EARLY |
| DLR | Digital Realty Trust, Inc. | 22 | +13% | ↑8% | EARLY |
| SPG | Simon Property Group, Inc. | 22 | +2% | ↑8% | NEUTRAL |
Investors who hold O may also have indirect exposure through these country funds.
Realty Income Q1 2026 occupancy 98.6%; AFFO/share +4% YoY
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Richard Dean Dr McCormickGA | Buy | $1k–$15k | Jul 30, 26 | ||
| Gary C Peters | Buy | $1k–$15k | Jul 23, 26 | ||
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Dec 19, 25 | +6.3% |
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] DELIVERING FOR VETERANS AND CAREGIVERS: YEAR ONE OF THE DOLE ACT ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON OVERSIGHT AND INVESTIGATIONS OF THE …
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] LEGISLATIVE HEARING ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON DISABILITY ASSISTANCE AND MEMORIAL AFFAIRS OF THE COMMITTEE ON VETERANS' AFFAIRS U…
[Senate Hearing 119-68] [From the U.S. Government Publishing Office] S. Hrg. 119-68 Senate Hearings Before the Committee on Appropriations _______________________________________________________________________ Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations …