Realty Income: Why I'm Buying More Now

Yiannis Zourmpanos profile picture
Yiannis Zourmpanos
8.21K Followers
(9min)

Summary

  • Realty Income delivered an 8% CAGR in total operational returns ("TOR"), matching Dividend Aristocrats and outperforming consumer staples.
  • With a 5.7% yield, Realty Income significantly surpasses the ~2% S&P 500 average, contributing 62% to returns.
  • Q3 adjusted EBITDA margin of 95% dwarfs S&P 500 (26%) and Dividend Aristocrats (24%) averages.
  • Realty Income maintains A-rated credit, 5.4x net debt to EBITDA, and a 33% debt-to-market capitalization ratio.
  • Cap rate compression (7.4% in Q3) and rising capital costs pose challenges to future value creation.

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Investment Thesis

We have covered Realty Income (NYSE:O) in early November with a buy rating. The core argument was on business expansion under Fed Rate Cuts and issues with fluctuating acquisition rates. Since then the

This article was written by

Yiannis Zourmpanos profile picture
8.21K Followers
Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: We focus on GARP/Value stocks—high-quality, reasonably priced businesses with strong moats and significant growth potential. We prioritize fundamentals and seek stocks trading at a discount to intrinsic value, with a clear margin of safety. Our long-term approach (5-7 years) aims for wealth accumulation through compounding while emphasizing downside protection and sometimes taking contrarian views during market uncertainties.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of O either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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