Realty Income Results: The Good, The Bad, And The Ugly (O Stock)

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Realty Income (O) Stock: Buy, Hold, or Sell in 2025? | REIT Analysis & Q4 Earnings Breakdown – Is Realty Income (NYSE: O) still the “Monthly Dividend Company” you can count on in 2025, or has it fallen behind its REIT peers? In this video, we take a fresh look at one of the most talked-about net lease REITs, following its Q4 earnings results.

We’ll break down: The good: Strong AFFO growth and a major deal with 7-Eleven
The bad: Slowing growth and declining spreads
The ugly: Rising bad debt and portfolio quality concerns

We also compare Realty Income to key competitors like:
Essential Properties Realty Trust (EPRT)
Agree Realty (ADC)
NNN REIT (NNN)
VICI Properties (VICI)

Should income-focused investors still buy Realty Income stock, or are there better REIT opportunities in 2025 for higher total returns?

Whether you’re looking for high yield, passive income, or long-term growth from real estate investments, this video will give you the insights you need to make an informed decision.

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Important Disclaimer: I may hold positions in the REITs mentioned in this video. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This YouTube channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.

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