Realty Income: Shares Are Too Cheap

(11min)

Summary

  • Realty Income remains a “buy” despite recent underperformance, driven by its diverse portfolio, strong cash flow, and strategic acquisitions, including Spirit.
  • The company’s financials show robust growth, with revenue, operating cash flow, and FFO all increasing significantly year-over-year.
  • Realty Income is undervalued compared to similar firms and its historical valuations, presenting a compelling investment opportunity.
  • The launch of a private capital fund targeting net lease properties could enhance returns and elevate the company’s trading multiple.
  • Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More »

REIT Real Estate Investment Trust abbreviation,acronym,illuminated text,word. REIT financial,business concept,wallpaper.3D render

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For quite some time now, I have been a fan of a REIT (real estate investment trust) by the name of Realty Income Corporation (NYSE:O). For those not familiar with the business, it is a diverse REIT

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This article was written by

33.73K Followers

Daniel is an avid and active professional investor.

He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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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