Analysis: Realty Income Corporation

US:O

Why is Realty Income Corporation stock rising?

  • Realty Income raised its 2026 investment-volume guidance to $10 billion from $9.5 billion, citing a robust pipeline.
  • Realty Income increased its 2026 AFFO per-share guidance range to $4.44-$4.45, a $0.02 midpoint increase.
  • The Cloud Capital hyperscale data center joint venture is expected to add two development assets once they stabilize.
  • Realty Income plans to expand its Apollo insurance-capital joint venture channel into new net-lease investments.

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