Realty Income

O

Market cap $59.6B

Wages arrive on an employer's schedule. Dividends arrive on a corporate board's schedule and keep arriving whether markets are open or closed.

Dividend Aristocrats are popular among retirees given their very dependable dividend growth through thick and thin. However, in recent years, many of these stocks have gotten left behind during the AI boom. I detail two opportunities that are beginning to benefit from surprising AI growth catalysts.

Social Security's cost-of-living adjustment is a floor, not a raise. The 2026 Social Security COLA is 2.8%, which means retirees leaning on that check for real spending power need income streams that clear that bar without breaking a sweat.

Chasing yield without checking the fine print is how income investors get burned.

O expands liquidity with $5.5B revolving credit facilities and boosts commercial paper capacity to $5.5B from $3B, supporting global growth.

SAN DIEGO, July 13, 2026 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O) (the "Company"), The Monthly Dividend Company®, announced that it has closed on the recast and expansion of its $5.5 billion multicurrency unsecured revolving credit facilities, upsized from the prior $4.0 billion capacity. In addition, the Company also announced an expanded combined capacity of $5.5 billion for its global commercial paper programs, upsized from the prior $3.0 billion combined capacity.

The Dividend Income Accelerator Portfolio emphasizes high-quality companies with sustainable dividends, strong balance sheets, and attractive valuations to optimize risk-adjusted returns. I prioritize a diversified mix of ETFs and individual stocks across sectors, balancing dividend income, growth, and capital appreciation while mitigating downside risk. Key metrics include a 3.75% weighted average dividend yield, low payout ratios, and low beta factors, supporting long-term portfolio resilience.

O scales its business in Europe with strong investment activity, competitive yields and a vast market opportunity that could support long-term growth.

Maintaining adequate diversification is extremely important. However, unless you have simplifying anchors for a portfolio, it can be very easy to lose proper diversification. I share a portfolio strategy - along with specific picks - that can deliver a diversification, low-stress portfolio that generates very attractive income and dividend growth.

The constant barrage of artificial intelligence driving the hyperscaler complex massive spending spree is starting to fatigue many investors.