Realty Income Corporation (O)
Official siteREAL ESTATE • REIT - RETAIL • NYSE
Market Cap: $58.65B
Last updated: Sep 01, 2026 at 10:00 AM ET
Earnings
Performance (10Y)
Upcoming Estimates
Dividends
Dividend Metrics
Growth
Key Metrics
Technical Indicators Dashboard
Moving Averages
MACD
ADX
Aroon & PSAR
Bollinger Bands
RSI (14-Day)
Momentum Oscillators
Volatility Measures
Volume Flow
Volume Metrics
Pivot Points
Advanced Oscillators
Financial Data
Related GNG Research
The LAND Framework: How I Find Assets The Market Can't Properly Value
GAAP hides value - Texas Pacific's ~800,000 acres sit on the balance sheet at a carrying value of zero, yet the trust is worth roughly $26 billion, illustrating persistent mispricing Proprietary LAND scorecard identifies priorities - Texas Pacific Land (TPL) 92, LandBridge (LB) 81, Rayonier (RYN) 76, Whirlpool (WHR) 11, use as initial sourcing signal LAND is a mispricing detector, not a quality test - screen for assets carried below market, then apply TOLL+M to determine whether the underlying business warrants ownership Locked Supply and Accounting Gap are decisive - replication must be mechanically impossible, and vintage matters because acquisitions reset fair-value accounting and close the gap Nominal Linkage determines real upside - prefer royalties on gross, commodity linkage, or market-rate rent resets; fixed low escalators often fail to protect cash flow from inflation
I Ranked 4 Of My Favorite REITs - The Results Shocked Me
TOLL+M is a 100-point quality screen assessing tangible assets, oligopoly power, low incremental capital intensity, long-duration cash flows and macro alignment; it scores structural quality, not valuation Essential Properties - net-lease operator to service-oriented middle-market tenants. AFFO/sh +11% YoY, dividend 4.1%, payout 65%, 5-year CAGR 5.2%. Watch 13% car-wash concentration, coverage ~68.5% at 2.0x Lamar Advertising - permit-driven scarcity plus a concentrated market with Outfront and Clear Channel, low incremental CapEx and durable cash flows. Rexford Industrial is the author's holding; he added 6% after the model ranked it third. Thesis: Southern California infill scarcity and attractive valuation. Risk: rate-related pressure on near-term fundamentals Use TOLL+M to isolate structural quality, then layer a valuation overlay. Score-price divergence can flag opportunistic buys; monitor AFFO growth and payout ratios to ensure cash-flow sustainability
Starting Over: The 15-Stock Dividend Portfolio My Own Rules Would Build
TOLL+M disciplined 15-stock build: 15 holdings, average forward yield >=3%, one name per sleeve, no manager overrides Toll-road core via EPD and WMB - EPD yields ~6%, 27-year increase streak, DCF coverage >1.6x; WMB grows faster but has a 2016 cut scar Real-asset income engines: UNP (rail oligopoly), CME (exchanges), LMT (defense, payout mid-60s, long backlog), VICI and Realty Income - O has 30+ years of raises Framework fills gaps: NextEra - dividend +10% last year, payout ~40%; PepsiCo - yield >4% and 50+ years of raises; TXN and AbbVie meet TOLL+M thresholds Investor playbook: one-per-sector diversification, target >=3% avg forward yield, score holdings with TOLL+M, avoid concentration, add sleeves for higher income or themes
The Art Of Building A Retirement Income Floor
Retirement shifts focus from growth to preservation and income - Bob retired June 4 and holds BDCs (ARCC), CEFs (ADX, BME, HTD, UTF) and 3-6% dividend stocks Baby bonds are debt with $25 par, contractual maturity and creditor priority; preferreds are equity, often perpetual and callable, ranking above common but below debt Prioritize cumulative preferreds for retirees - missed dividends accumulate and must be paid before common shareholders Fixed-rate preferreds carry duration and interest-rate risk, floating/reset coupons hedge rising rates; both face call, issuer-credit and liquidity risks Practical playbook: use baby bonds for contractual principal return, favor issues trading below $25, and size preferred allocations to build an income floor, not replace growth holdings
The Vulcan Income Engine: A 15-Holding Model Portfolio Built for Retirement Cash Flow
Vulcan Income Engine is a five-engine, 15-holding model scaled to $100,000, launched May 29, 2026, producing roughly 4.4% starting income, built for durable retirement cash flow rather than headline yield SGOV is strategic dry powder at 12.59%, 30-day SEC yield ~3.5% - it funds withdrawals and rebalances during drawdowns, with primary risk being reinvestment if short rates fall The fixed-income sleeve (SGOV, IEF, MUB, SUB) totals 31.6%, sized to counter equity drawdowns - IEF provides duration, MUB/SUB provide municipal diversification, not yield maximization Dividend-growth and defensive equities form roughly 28% (CGDV, LVHI, PEP, WEC) to carry long-run participation, while SPYI is deliberately capped near 7% to avoid an options-income overhang Real-asset and risk-aware slots include EPD 7.35%, ENFR 5.25%, O 5.28%, VICI 5.25% and BTI/PFE ~9% combined - treat as equity cash-flow positions and allocate MUB/SUB, EPD, O by tax-account suitability
News
Frequently Asked Questions About O
- What is O's current dividend yield?
- Realty Income Corporation (O) has a current dividend yield of 5.29%.
- Does O pay dividends?
- Yes, Realty Income Corporation pays dividends with a current yield of 5.29%.
- What is O's P/E ratio?
- Realty Income Corporation has a price-to-earnings (P/E) ratio of 28.90.
- What is O's market cap?
- Realty Income Corporation (O) has a market capitalization of $58.65B with a current stock price of $61.30.
Get full access to GNG Research
Create a free account to access portfolio tracking, advanced tools, and more.