Realty Income derives 91% of retail rent from service-oriented, non-discretionary or low-price-point tenants. O ended Q3 with 98.7% occupancy and a 103.5% rent recapture rate across 284 completed ...

Realty Income O focuses on non-discretionary, low-price-point, service-oriented retail assets, a deliberate positioning that drives the resilience and stability of its cash flows. These property types ...

According to research from Circana, LLC, during the first half of 2025, as discretionary spending has been challenged by elevated prices across retail food and beverage, non-edible consumer packaged ...

73% of O's rent comes from non-discretionary tenants like grocers and dollar stores with steady demand. The triple net lease model limits O's expenses and supports EBITDA margins of about 95%. O ...

Realty Income O has built its reputation around consistency, and that shows clearly in how it structures its tenant base. Rather than leaning on more cyclical categories, the REIT has concentrated its ...