Realty Income

O

Market cap $57.1B

We will explain how to structure a new retirement portfolio in today's highly volatile market for sustainable income. We will present a balanced portfolio of funds and individual stocks with an initial yield of 5.7%. The portfolio presents 5 funds, supplemented with 10 individual stocks that offer reasonable growth, high income, and wide diversification.

A common misconception is that generating enough dividend income to cover living expenses is all that you need to retire. I detail the three investments that I would use as the foundation of my retirement strategy.

Realty Income offers steady monthly net-lease income, while Prologis leans on record leasing, development value creation and data center/energy growth.

SAN DIEGO, May 28, 2026 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced that Sumit Roy, Realty Income's President and Chief Executive Officer, will participate in a moderated company presentation at Nareit's REITweek: 2026 Investor Conference on Wednesday, June 3, 2026, at 10:15 a.m. EDT/ 7:15 a.m.

On CNBC's “Mad Money Lightning Round,” Jim Cramer said Realty Income Corporation (NYSE:O) is “going to go higher.”

Realty Income earns a Strong Buy rating, reflecting a strategic pivot toward asset management and innovative capital partnerships. O delivered a strong Q1 double beat, with revenue at $1.55B, FFO per share at $1.13, and occupancy at 98.9%. The Apollo JV and Core Plus Fund diversify O's equity sources, reduce dilution, and enhance balance sheet flexibility without sacrificing management control.

Thirty-three US REITs utilized their at-the-market (ATM) offering programs during the recent quarter, raising $4.15 billion in aggregate proceeds. Healthcare REIT Welltower Inc. raised the most capital during the first quarter, selling nearly 7.7 million shares of common stock through its ATM program for $1.56 billion in gross proceeds. In the aggregate, healthcare REITs raised $2.67 billion through their ATM programs during the first quarter, the most of any property sector. The data center REIT sector was next with $875.0 million.

Realty Income Corporation remains a premier choice for income-focused investors seeking stability, with robust portfolio growth and a strong dividend track record. Realty Income is accelerating its portfolio diversification, targeting $9.5B in new acquisitions this year and expanding into high-growth verticals like Data Centers and gaming. Adjusted FFO hit a record $1.06B in Q1 '26, driving a 139% dividend coverage ratio (72% AFFO payout ratio) and supporting ongoing dividend increases.

O's private capital ecosystem, strategic JVs, and European investments diversify their funding base, reduce public equity reliance, and position them for higher ROIs no matter the changing macro environment. The REIT's core capabilities remain excellent, as observed in the robust rent recapture along with their inflation-linked leases, supporting continued rental revenue growth. The recent correction already triggers O's discounted Price/AFFO of 14.03x and the rich forward dividend yield of 5.23%, with it offering an excellent margin of safety.

Financial media thrives on fear, uncertainty, and doubt, but the most successful long-term investors realize that macroeconomic clarity is a permanent myth. Cash Flow vs. Net Worth: Stop trying to hit a moving $2 million target that can instantly evaporate; replace your salary with a recurring dividend stream. Protect your retirement against inevitable corporate defaults by diversifying your capital across at least 42 distinct, low-correlation income streams.