Realty Income's $5B Plan and Global Reach: Is the Growth Sustainable?

Key Takeaways Realty Income deployed $1.2B in Q2 2025, with 76% in Europe at a 7.2% cash yield.European growth is fueled by market fragmentation, financing and larger addressable markets.U.S. investments saw a 7% yield and 103.4% rent recapture on 346 lease renewals.Realty Income (O) is expanding its global real estate platform through disciplined, data-driven investments. In the second quarter of 2025, it deployed$ 1.2 billion at a 7.2% initial weighted average cash yield, with $889 million (76%) in Europe ...