Is Realty Income Stock a Buy Now!? | Realty Income (O) Stock Analysis! |
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2 ай бұрынAccess Tickerdata and my Spreadsheets: tickerdata.com/
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In this video, we take a look at Realty Income Corporation. Let me know your thoughts on this company in the comments below!
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@januszjaxaxa9929 2 ай бұрын
The only reason why I am not buying O currently is, that's the largest position in my portfolio already.
@thomasloyd843 2 ай бұрын
Same here. My drip has me at a 32% portfolio kick for O
@mikehagen6477 2 ай бұрын
Same here 😂 Over the past year, I was able to bring it down from 40% to 20%… but I might have to bring it back up this week
@januszjaxaxa9929 2 ай бұрын
@@mikehagen6477 I did lowered my from above 30% to current 13,3%.
@elvin0166 2 ай бұрын
Have you looked into agree realty?
@januszjaxaxa9929 2 ай бұрын
@@elvin0166 I did, but REITs are already overweighted in my portfolio, but it's not a problem at all, I have plenty of ideas of what else I want to buy, even if the other ideas are not high in yield as O or ADC.
@firstGaijin 2 ай бұрын
In the years 1994-2000, rates in the USA were high. How did "O" manage at that time? 2006-2007 interest rates were high. How did Realty Income perform? After all this, where is it now?
@mosqutio88 2 ай бұрын
Yes, continue to buy. I have over 5,000 shares of O. The fundamentals of the company are still sound. 👌
@mozartesano Ай бұрын
good job, how did you begin to buy?
@turboZ3 Ай бұрын
how much do you make in dividends?
@mosqutio88 Ай бұрын
@@turboZ3 $1500/month
@johnbeeck2540 2 ай бұрын
I sold my positions in O at 55 via a Covered Call - will buy back in under 50... Nice profit on the Call and the dividends I received while I waited.
@DunRovinRanch-1969 2 ай бұрын
When will it be under $50?
@richardjohnson1261 2 ай бұрын
Nicely done!
@ggletsplay5041 2 ай бұрын
I keep buying more of this stock everytime it drops below 50. I've got about 80 shares. It pay's every month and just keeps growing. Hard to complain about it.
@1974dodgecharger 2 ай бұрын
Preach
@James-dt1kl 2 ай бұрын
Imagine how much more money you would have if you bought Nvidia instead of Realty stock
@Arrowrude 2 ай бұрын
So? Hes an Investor Not a gambler , Bet Hes wealthier than you@@James-dt1kl
@funfungerman8401 2 ай бұрын
Imagine if you have bought biotech - during COVID etc… Looking from the current time in to the Past you always know whats better - but O is always a good investment especially for dividends
@dechosen1241 2 ай бұрын
@@James-dt1kl The look back is always hard to argue but both can be true - thankful for this upcoming stock split 🙏🏾
@richardjohnson1261 2 ай бұрын
Thank you for this. I own O and just added significantly (25%) to the holding. And I'm concerned. Your analysis confirms my thoughts on the stock in the current interest rate environment. Your additional information regarding the shares released is also good. You're right that in the current interest rate environment, putting out more shares would make more sense than taking on debt. But It dilutes the shares already out. This is good to keep in mind. Overall, very good, thought provoking content. I appreciate it. Cheers
@mrsterling5306 2 ай бұрын
I really appreciate your channel, Knowledge is POWER! Thank You for sharing yours! 🙂
@lendara40 2 ай бұрын
O is great! One area they are not into is storage. PSA is one I’ve started to look at. Maybe you can do a video on that REIT ? Thanks!
@Lawyerup904 2 ай бұрын
Thanks for the deep dive and I’m buying more soon and keeping it long term !
@december25guy 2 ай бұрын
Like 19 here, thanks for the deep dive into O!
@idibj7603 2 ай бұрын
Thanks for the video 🙏 Being originally from the UK, I was much impressed by how they took advantage of the recent redemption crisis in European property funds to pick up real estate with quality tenants like B&Q and Sainsbury’s at initial cash yield of 8.2%! Property Funds were once quite popular in Europe but now with higher rates and falling prices investors are heading to the exit and creating opportunities for Realty Income
@Thebullrunexperience 2 ай бұрын
I think I can find better investments than O. The dividend growth rate is low for my liking then combine the share dilution and I plan to sell my position when it gets to $62.
@RantTheRetort 2 ай бұрын
always, I love O.
@kantalarski 2 ай бұрын
My 8% of international portfolio. I am a buyer every time they are below 52.
@Jpsantos94 2 ай бұрын
If you were to build a dividend portfolio using only ETFs, what would you recommend ?
@RabbiYosefCohen Ай бұрын
@gregenhersucan you be more specific as to what percent you allocate to each? TY
@rickfernandez1104 2 ай бұрын
Higher for longer, stores closing non-performing units, possible bankruptcies if interest rates don't drop by September, may lead to further price appreciation of realty income.
@joevincent746 2 ай бұрын
I have shares in O and APLE REITs any possible chance on a review of APLE
@IrishDevil78 2 ай бұрын
I buy every 2 weeks when I get paid, it’s called DCA. Doesn’t matter what the price is.
@The_Legendary_Stock_Battle 2 ай бұрын
Very interesting. Thanks
@arigutman 2 ай бұрын
As long as O remains in the red and interest rates remain elevated, it is a time to give O a look!
@YIELDMAXJAYISMYDAD Ай бұрын
FREE PALESTINE
@arigutman Ай бұрын
@@YIELDMAXJAYISMYDAD I am not sure how you're freeing Palestine by a YT comment, you're failing as much as the Yieldmax ETFs to get Hamas out of power to do the job...
@decyfer5302 28 күн бұрын
@@YIELDMAXJAYISMYDADfuck Palestine
@amaurisalcantara1044 2 ай бұрын
Nice, right to the point
@turbotoommyguns1971 2 ай бұрын
MAIN the monthly dividend stock. *Soecial bonuses over 0.
@iamdoktah 2 ай бұрын
Thanks for getting reit to the point 😛
@Dividendology 2 ай бұрын
Nice 😂
@niklas9353 2 ай бұрын
Could you do one for Arbor Realty trust?
@laturista1000 Ай бұрын
You are right. Arbor has better fundamentals than O.
@gff177 Ай бұрын
yes Arbor PLSSSS
@brandonhendrie Ай бұрын
Does the P/AFFO take into account more issued shares?
@misterbeach8826 2 ай бұрын
Great video, but Realty Income (O) is rather weird. They just recently issued, again, +14 % more shares, increasing the shares outstanding to 870M. 14 %, right? They grow fast, indeed. But at the cost of the shareholders and even with debt. I always felt that this type of div stocks can be a trap because casual retail investors do not check the shares outstanding increase and then wonder why the price is falling, and falling, despite good revenue growth. It's not only that O issues new shares every year which eats half your dividend, in 2021 they issues +63 % more shares? This alone is a no go. And then +11.68 % in 2022, and now again 13.96 % in 2023... This management is not running this company for its investors.
@eddiethealbatross5734 2 ай бұрын
Strong 5% yield. Every 4 shares is 1$ a month the rest of your life. I say it's a solid buy. Only it is still quite expensive. Buy PSEC until those shares buy O? or buy both.
@joseabreu6732 2 ай бұрын
Anyone here have (O) in Degiro plataform? And if yes, you receive the dividens per month? Thanks
@manishsukhraj7170 2 ай бұрын
yes u receive, dividends every month on DeGiro
@l--l1443 2 ай бұрын
should i invest in realty income along side another dividend etf or should i just put my money into 1?
@holycameltoe124 2 ай бұрын
an etf is something very different from a reit. an etf is a basket of multiple companies, a reit is a basket of multiple real estate. they are also taxed different depending on where you live. and I would never put all my eggs in one basket but it all depends on your situation and knowledge. and going by the question you asked, you can use some more knowledge. while learning etf's are a great diversified make up or addition to any portfolio.
@MrMiniPilote 2 ай бұрын
Shouldn't the comparison to the high-yield savings account over time include it being compounded over time? I don't like that they have issued so much additional stock shares but I get it. I own it but I am a bit nervous. Thanks for the content.
@TheBooban 2 ай бұрын
No. You don’t compound a _rate_ . The savings account interest is due to the Fed and that will likely continue to go _down_ . You can pretend X money and compound that, but the savings account will certainly lose unless you think the fed will dramatically increase the interest rate.
@holycameltoe124 2 ай бұрын
issuing more share's doesn't have to be a bad thing, just as buyback don't have to be a good thing. the more share are issued the less volatility (look at 90% of penny stocks they're all drawing a dead line) because if trading volume increases a little when there are little shares to go around the price will jump much more than if the volume is compared to a larger pool it can draw from. it also allows the company to gain some cash like was said, and with that money they can get some great opportunities that were certainly available over the last 5 years. the downturn in real estate is looked upon as something terrible by most people, but if you're buying and able to hold it while still profiting or at least not losing money in the short term, its completely awesome because you know it will yield much more in the long term.
@dw9860 2 ай бұрын
Why is P/FFO a $ value? Shouldn't it be a multiple like P/E?
@LombardoCodes 2 ай бұрын
Great video
@TSwiz 2 ай бұрын
what is the website called that you use at the biggining of your videos?
@Dividendology 2 ай бұрын
seeking alpha! Link in description.
@CaptainProx 2 ай бұрын
I think these large yield stocks are great for smaller positions, they could take up only 4% of a portfolio but make up a much larger portion of your total Dividend Income At roughly 6%, you could have 1/3 of the money you have invested in a 2% stock
@nadruik9890 2 ай бұрын
I dunno, I'd say price has more to do with their top 3 tenants all having serious debt issues totaling almost 10% of their portfolio and the fact that finding proportionately profitable buildings in current environment will be very limited compared to the last decade and less to do with the fact that you can get an equivalent yield in a HYS. In either case continuing the passed growth in dividend seems highly unlikely in the next decade unless they continue to sell shares to maybe fund dividend directly. Not even accounting for their own interest rate debt rolling over.
@holycameltoe124 2 ай бұрын
good points.
@BenjaminHansen 2 ай бұрын
Thanks
@andreapayneconnally390 2 ай бұрын
My limitation to the big dump into o is the number of store closures. Walgreens and cvs may be making changes but I’m still slowly adding just not pushing it into o. I’m taking some riskier stocks but I’m young and playing with fun money instead of going to the movie theater and such.
@idibj7603 2 ай бұрын
If I’m not mistaken Jim Cramer interviewed Sumit Roy (O’s ceo) on Feb 21 and asked him about possible store closures. Roy’s reply was that their stores are still operating as usual but that even if they decided to close, he’ll have no problem finding alternative tenants because they are in prime locations
@camc8923 2 ай бұрын
Its perfect for DCA right now for future returns. As long as its within the right percentage of your portfolio
@wolfganghenzinger4713 2 ай бұрын
How come that O has muss less eps than dividends?
@Dividendology 2 ай бұрын
common for REITs. More important to pay attention to AFFO
@87vortex87 2 ай бұрын
I'm also looking at expanding my REIT positions through ETFs, but I'm hesitant because of the book value of real estate, which is way to high currently, and needs to be revalued when the loans are due to be renewed.
@shaneriedel3179 2 ай бұрын
Housing is high yes. But commercial real estate?
@87vortex87 2 ай бұрын
@shaneriedel3179 commercial real estate is high on the books, but low value. So if they are forced into revaluation, lots will get into solvency problems.
@idibj7603 2 ай бұрын
O’s CEO addressed this very issue in their latest earnings call. That’s why they went big on investing in the UK / mainland Europe in the first quarter, at initial cap rate of 8.2%! Very pleased with their international exposure
@TheYaq 2 ай бұрын
Csn you share you google doc?
@Dividendology 2 ай бұрын
You can download it on Tickerdata.com!
@turboZ3 Ай бұрын
It's been $70+ per share before, consistent div growth, and good management - those are my main reasons for buying in.
@douglastaylor43 2 ай бұрын
The problem with O is that they keep printing more shares
@TheSmartLawyer 2 ай бұрын
And it took on mlre highly leveraged debt in its latest acquisition
@GVMarketInsights 2 ай бұрын
The most important rule of investing: time in the market, not timing the market. Do you agree with me?
@lbjmedia2151 2 ай бұрын
Gilead Sciences at a 52 week low. Thoughts?
@rd9102 2 ай бұрын
Are the dividends from O qualified dividends? I want to know how taxes are treated from this company. If it's like most other companies that's fine but if it's got some strange structure that make my taxes more complicated then i'm not really that interested.
@papijelly 2 ай бұрын
Can you make a video on stag
@Dividendology 2 ай бұрын
nice idea!
@arkadiuszkwiatkowski6074 2 ай бұрын
Can you do same for agree reit?
@Dividendology 2 ай бұрын
Yes!
@Bruskoll Ай бұрын
If they keep making shares the price will stay relatively close to were it is now
@petwalk123 Ай бұрын
Can you do MPW again?
@Dividendology Ай бұрын
nice idea!
@dawsoninvestments333 2 ай бұрын
Only stock I own and its like a paycheck without doing anything 😅
@evandecker3716 2 ай бұрын
Margin of *safety. Not “saftey”
@mnie4767 2 ай бұрын
I will start buying them when they’re gonna reach $15 ps
@decyfer5302 28 күн бұрын
You’re delusional
@johnchan9392 2 ай бұрын
I just DCA in O on every other trading day and DRIP all dividends paid.
@jasonreviews 2 ай бұрын
the stock depreciate tho.
@sav5477 2 ай бұрын
I won’t buy O when Imcan buy ABR with a much better return.
@1974dodgecharger 2 ай бұрын
I don’t care if it’s 50% of my portfolio… it’s only temporary!
@EddieLance Ай бұрын
everything is temporary :(
@Jvelaz87 2 ай бұрын
Going with ADC instead
@rawmean8989 2 ай бұрын
Got both!!
@admtahoe 2 ай бұрын
HYSA you don't lose your money, with O you lose your nav - down 23% over the last 5 years, down 11.4% over the last year, why would anyone buy O just to get under .30 per share but take a massive hit on NAV erosion.. If you want to ride with nav erosion there are plenty of monthly dividends paying over 25-45% yield...High Risk, High Reward....As the economy continues to crash, businesses are closing...I wouldn't touch a REIT right now.
@decyfer5302 28 күн бұрын
You’re not counting the pandemic for the past 4 years. Or the fact that properties and property loans are affected
@thetradersam6157 2 ай бұрын
VICI is a better deal
@naserjatoi8604 2 ай бұрын
Was here first!
@laturista1000 Ай бұрын
Did i get shadow banned for liking 👍 comments?
@shaneomack5018 2 ай бұрын
Hahhaah so since 2020 stag is up 7% and the most over talked about stock on planet earth is down 1%… I’ll keep buying stag
@decyfer5302 28 күн бұрын
1% iSnT anything
@shaneomack5018 28 күн бұрын
@@decyfer5302 and O is down how much in share price since 2020? O is junk
@thehoff30 2 ай бұрын
first :D
@justinjohnson8398 2 ай бұрын
stock even with div reinvested has simply been a loser stock.
@UneekLuxury 2 ай бұрын
This ticker is a bust lol zero gains under perform the index massively…. If your retired and trying to just preserve income and collect dividends all good if your young your loosing out big time on real gains 😂
@matthewcook2097 2 ай бұрын
funny you are even watching dividendology, Dividend investing is definitely not a get rich quick investing strategy. lol
@laturista1000 Ай бұрын
True. Younger folks may be in semi conductor and AI stocks #acls #nvda
@decyfer5302 28 күн бұрын
Look at the stock performance since listed. It’s up over 500%.
@metalheadami123 2 ай бұрын
In my opinion investing in O is just committing to lose money slowly
@dbcooper8676 2 ай бұрын
The stocks history doesn't suggest That,
@decyfer5302 28 күн бұрын
Wrong.
@metalheadami123 28 күн бұрын
@@decyfer5302 correct, 10 years in O only appreciated 15% with tiny divi growth that’s taxed more than regular dividend. If you did VYM your money would double and your yield on cost would be higher than O and get a taxed less. Investing in O is just losing money slowly
@panmaximus9504 2 ай бұрын
the housing market is dead
@sicsempertyrannishonk7197 2 ай бұрын
MAIN has a $0.245 per share monthly, plus quarterly, and is trading between $48 and $50 lately. Not only do I not trust real-estate in this market, but they aren't even performing as well as my boys MAIN. REIT's make me uneasy these days (but I am living in Canada so maybe I'm just feeling the housing crunch caused by my government. Might be different for USA.)
@marveliciousgoku4343 2 ай бұрын
MAIN invests on Commercial properties which are on downhill on todays inflationary market where people are not spending as much to Businessess thats why Layoffs are everywhere 🤦🏼♂️🤦🏼♂️🤦🏼♂️
@decyfer5302 28 күн бұрын
Scared money don’t make money
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