Realty Income’s Aggressive Growth Strategy: A High-Stakes Pivot

Known to investors primarily as a steady dividend payer, Realty Income has unveiled a surprisingly bold strategic shift. The real estate investment trust is moving beyond conservative portfolio management with a major foray into the Las Vegas hospitality sector and a significant upward revision of its capital expenditure plans. This aggressive expansion raises a pivotal question: can this new direction provide the momentum needed to break the stock out of its recent trading range?

The company’s updated financial guidance for 2025 reveals the scale of its new ambition. Management has substantially increased its full-year investment target to over $6.0 billion. This marks a notable jump from the previous forecast of $5.5 billion and Read more...