Financebotresearch desk研究台

Income — Yield Today当期收益

Realty Income Corporation

O

REIT - Retail · 58.7B market cap · site

Price and target zones价格与目标区间

$65.73
$50–55 entry买入52wk52周 $56–$68-3% off the high距高点

What the company does公司做什么

Realty Income is a REIT that owns single-tenant buildings — mostly shops, some warehouses — and rents them on long leases where the tenant pays the tax, insurance, and upkeep. It pays a dividend every month and calls itself "The Monthly Dividend Company".Realty Income 是一家REIT(房地产投资信托),它拥有单一租户的物业——大多是商铺,也有一些仓库——并以长期租约出租,由租户承担税费、保险和维护。它每个月都派发一次股息,自称是"每月股息公司"。

Earns from营收来源 rent under long "triple-net" leases, where the tenant carries the property costs, so the rent arrives with little against it.长期"三净"租约下收取的租金——物业相关的各项开销都由租户承担,所以租金收进来时几乎没有什么成本要扣。

Read the full description查看完整介绍

Realty Income Corporation, an S&P 500 company, is real estate partner to the world's leading companies. They serve their clients as a full-service real estate capital provider. As of March 31, 2026, They have a portfolio of over 15,500 properties in all 50 states of the United States (U.S.), the United Kingdom (U.K.), and eight other countries in Europe. They are known as (The Monthly Dividend Company) and have a mission to invest in people and places to deliver dependable monthly dividends that increase over time. Since their founding, they have declared 673 consecutive monthly dividends and are a member of the S&P 500 Dividend Aristocrats index for having increased dividend for over 31 consecutive years. The firm was founded and incorporated in 1969 in Maryland and is based in San Diego, California.

What the company sells公司卖什么

15,571 properties at 31 March 2026, 98.9% occupied, rented to 1,786 tenants across 92 industries. The average lease has about 8.7 years left, with built-in rent increases.截至 2026 年 3 月 31 日共有 15,571 处物业,出租率 98.9%,租给 92 个行业的 1,786 家租户。平均租约还剩约 8.7 年,并带有预设的租金上涨条款。

Retail · 79%零售 · 79%
Shops rented to tenants such as grocers, convenience stores, dollar stores, and home-improvement chains. Largest tenants include 7-Eleven, Dollar General, and Walgreens.租给杂货店、便利店、一元店和家装连锁店等租户的商铺。最大的租户包括 7-Eleven、Dollar General 和 Walgreens。
Industrial · 16%工业 · 16%
Warehouses and distribution buildings.仓库和配送建筑。
Gaming and other · 5%博彩及其他 · 5%
A small number of casino and other properties.少量赌场和其他物业。

Company facts公司资料

Employees员工人数
544
Industry行业
REIT - Retail
Country国家
United States

Investment thesis投资逻辑 from the watchlist来自关注列表

📋 Monthly dividend REIT, 4.96% yield, 30yr streak. The quality AHRT replacement. Entry $50-55.

📋 按月分红的 REIT,股息率 4.96%,连续 30 年分红。优质的 AHRT 替代标的。买入区间 $50-55。

Historical results历史业绩 past fiscal years — these values do not change过去财年——这些数值不会变动

Profit margins利润率 the share of revenue that stays as profit营收中留存为利润的比例

Gross profit毛利润
93%
Operating profit营业利润
46%
Net profit净利润
19%

of every $1 of revenue每 $1 营收中的占比

Return on equity净资产收益率
3%
Revenue growth营收增长
+12%
Dividend yield股息率
5.09%

Competitors竞争对手

W. P. CareyAgree RealtyNNN REIT

Why customers stay客户为什么留下

Scale and spread. With 1,786 tenants across 92 industries, no single tenant failure can sink it, and the long leases with fixed rent increases make the cash flow very predictable. It has paid 673 monthly dividends in a row and raised the dividend for more than 30 years.规模和分散。有1,786个租户,横跨92个行业,任何一个租户倒闭都不足以拖垮它;加上租约期长、租金按固定幅度递增,使得现金流非常稳定可预测。它已经连续派发了673个月的股息,并且连续30多年提高股息。

Recent news近期新闻 last 7 days近7天

Sources来源