Realty Income Corporation

Oleader

Realty Income is a net lease REIT known as 'The Monthly Dividend Company,' owning 15,000+ single-tenant commercial properties leased to clients across 89 industries in the US, UK, and Europe.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($4.4B)

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US Retail (68%)

US Industrial & Other (18%)

International (14%)

Segment Breakdown & Key Customers

Product Details

Single-Tenant Net Lease Retail72%

Freestanding retail properties leased to tenants under long-term net leases

Industrial Properties15%

Warehouse, distribution, and manufacturing facilities under net leases

Gaming & Other13%

Casino, office, agriculture, and data center properties

Supply Chain Relationships

Competitors

Simon Property Group, Inc.

Retail real estate investment

Impact: Low — different retail format

Public Storage

REIT investor capital competition

Impact: Low — different property type

VICI Properties Inc.

Net lease REIT market

Impact: Medium — net lease competitor

Macro & Market Context

부동산 (REIT)Sector News

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Upcoming Catalysts

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

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AI Analysis

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Company Info

Headquarters

San Diego, California, USA

Founded

1969

Employees

450+

Website

realtyincome.com

Sector Overview — 부동산 (REIT)

Sector News