
Realty Income (O) remains a strong buy, offering a 5.1% yield and consistent dividend growth, supported by resilient fundamentals and high occupancy. O is strategically expanding into the data center sector via major joint ventures, positioning its portfolio for AI-driven growth while maintaining credit discipline. Despite sector headwinds from higher interest rates, O's valuation is attractive at 14.28x forward AFFO, below the sector median, and supported by robust private capital partnerships.










