Realty Income Remains In Play As Growth Is Set To Continue

Daniel JonesInvesting Group LeaderFollow5ShareSavePlay(13min)CommentsSummaryRealty Income (O) remains a 'buy' due to disciplined growth, high yield, and strong capital allocation, despite not being the cheapest REIT.O delivered robust 2025 results: revenue rose to $1.49B, adjusted FFO to $996.7M, and EBITDA to $1.34B, with leverage at a prudent 5.43x.Management targets $8B in 2026 investments, expects adjusted FFO/share of $4.38–$4.42, and continues to recycle capital from non-core asset sales.The Apollo JV brings $1B in low-cost capital (6.2% implied cost), supporting further growth and strategic repositioning of O's property portfolio.Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More » Getty Images One of the most interesting REITs out there today has got to be Realty Income (O). With a market capitalization of $59.93 billion and an enterprise value of $88.98 billion, it is not the largest REIT. But it's certainlyThis article was written byDaniel Jones36.9K FollowersFollowDaniel 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.