Our Contrarian Idea: Realty Income In A High Rate Environment

  • Realty Income is attractive now due to its strong asset base, growth potential, and likely decline in interest rates boosting share price. The company offers a reliable 5.6% dividend yield, supported by a diversified portfolio, high occupancy, and consistent dividend growth. Guidance for 2025 shows robust AFFO per share, low expenses, and continued investments, positioning Realty Income for further shareholder returns.