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O — Ruslan Averin's Analysis · 1 entries

  1. Realty Income (O): The Coupon Machine and Its Rate Problem
    ·8 min

    Realty Income (O): The Coupon Machine and Its Rate Problem

    Thirty years of dividend growth, 15,000+ properties, a 5.7% yield trading at 13x AFFO versus a historical 18–20x. Realty Income is not a growth story — it is a.