Realty Income is the largest net lease REIT. The company is broadening its business to help ensure it can continue to grow.

Federal Realty Investment Trust has the longest dividend growth streak in the REIT sector. Realty Income pays a steadily rising monthly dividend.

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Realty Income Corporation has outperformed its peers in 2025, driven by macro tailwinds and strategic international expansion. O's forward FFO growth expectations (3–4% annually) appear achievable or beatable, supported by higher cap rates and FX benefits from overseas acquisitions. I expect O to reach $70 per share by mid-year, but will reassess incremental investment if yield compresses below 4% (~$80/share).

Net lease REITs like Realty Income, NNN, Agree Realty, and W. P. Carey are rebounding as falling treasury yields drive capital back to stable, long-duration assets. The sector's rally is fueled by a flight to safety amid turmoil in private credit and software, with REITs outperforming equity indices year-to-date. With weighted average lease terms of 10+ years, net lease REITs act as long-duration credit portfolios, highly sensitive to treasury yield movements.

Buying dividend stocks offers cash flow now, but the real reward comes when you can compound dividend growth over decades. American Express is a leading credit card issuer that can pay its annual dividend with its quarterly profit.

REG surpasses O with solid internal growth, double-digit leasing spreads and solid development yields.

Real Estate Investment Trusts—or REITs—were left for dead in 2025. After two straight years of underperformance, the group became one of the market's most widely avoided corners—largely because rising interest rates are kryptonite for a sector built on leverage and access to capital.

Realty Income O is likely to have witnessed stable operational performance in the fourth quarter of 2025, driven by its well-diversified, high-quality property portfolio. As of the end of the third quarter of 2025, Realty Income owned more than 15,500 properties spanning 92 industries and more than 1,600 clients.

Get a deeper insight into the potential performance of Realty Income Corp. (O) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.