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New report out from Spruce Point Capital Management

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Realty Income Announces Operating Results For Second Quarter And First Six Months Of 2019 PR Newswire (US) - 8/5/2019 4:05:00 PM
589th Consecutive Common Stock Monthly Dividend Declared By Realty Income PR Newswire (US) - 7/16/2019 8:20:00 PM
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Realty Income Prices $500 Million Of 3.25% Senior Unsecured Notes Due 2029 PR Newswire (US) - 6/12/2019 4:41:00 PM
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Prospectus Filed Pursuant to Rule 424(b)(5) (424b5) Edgar (US Regulatory) - 6/12/2019 8:58:30 AM
102ⁿᵈ Common Stock Monthly Dividend Increase Declared By Realty Income PR Newswire (US) - 6/11/2019 7:30:00 PM
ShortIdeas   Wednesday, 02/07/18 12:06:46 PM
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New report out from Spruce Point Capital Management that sees 30% downside in the shares
[url]
www.sprucepointcap.com/realty-income-corp/[/url][tag]insert-text-here[/tag]

The Allure of Rising Magic Dividends: Realty Income (“O Realty” or “the Company”) promotes itself as “The Monthly Dividend Company®” and preaches“The Magic of Rising Dividends” – it even goes so far as to market itself differently to retail investors vs. sophisticated institutional investors. The Company is very dependent on issuing stock at inflated prices to fund its acquisitive growth strategy, keep its cost of capital low, and consistently raise its dividend. The model has worked well for years when times were good, but we believe this magic cycle is about to break down as investors reassess O Realty’s growth profile amidst deteriorating tenant quality, rising interest rates, and a more volatile and discerning capital market backdrop.

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