Analysis10k / Blog

#O

3 articles tagged "O".

O
Company Snapshot

Realty Income (O): What This Company Actually Does

A plain-English read of Realty Income's business model — owning retail real estate under long-term net leases — built directly from its SEC filings.

2026-09-06
O
The Story

Realty Income's Last Three Years: Quietly Swapping Out How It Pays for Growth

How a 2024 slowdown driven by over-reliance on stock issuance pushed Realty Income to quietly rebuild its funding model over two years — and by 2026, the results were showing up in the numbers.

2026-09-06
O
Reverse DCF

What O's Stock Price Is Really Betting On

Reverse-engineering the growth rate Realty Income's share price already assumes — using per-share AFFO growth, since the company grows partly by issuing new shares.

2026-09-06