Capital Preserve

Realty Income: Prudent Management, Justified Premium?

An interesting analysis. I will say that you would be hard pressed to find a "going concern" that from a "liquidation perspective" isn't overvalued. Even so, this sort of reasoned thought is refreshing compared to the sort of off-the-cuff nonsense such as Cramer's " I have got to tell you, that one is too risky for me."

"O" is currently the only REIT in any of the portfolios I manage precisely because I believe it to be less risky than other REITs I have analyzed. Management is conservative and has proven itself and the business model over the years. Moreover, the company is properly focused on ensuring, and growing distributions to its investors.