The Motley Fool argues Realty Income may suit long-term income investors better than 10-year Treasuries yielding above 5%, citing its monthly dividend, 136 increases since 1994 and data-center and private-capital expansion as possible drivers of further growth.
Realty Income has interests in more than 15,500 properties leased to 1,800 clients across 92 industries. In the second quarter, same-store rental revenue continued to grow and rent recapture on released properties was positive. Adjusted funds from operations per share rose year over year; management raised full-year AFFO guidance and its expected investment volume for 2026.
A joint venture with KKR is intended to expand Realty Income's private-capital platform and bring in outside capital; a separate data-center joint venture has more than $6 billion in initial seed assets. The article notes that the company's dividend increases have been modest.
