1Mo·

O = GOAT

Realty Income ($O (-0,76 %) ) raises its dividend for the 131st time

The monthly dividend will be raised from $0.2685 to $0.2690. The payout will start in July. Realty Income thus remains true to its reputation as "The Monthly Dividend Company".

$O (-0,76 %) Realty Income is an integral part of my portfolio and I plan to increase the position significantly in the future. The combination of stability, monthly payouts and a proven business model has convinced me in the long term.

What about you?

Do you have Realt Income in your portfolio or do you invest in other REITs? (Example. $VICI (+0,25 %) ?)

30 Commentaires

Carsten@Carsten1970

1Mo

As $O has only been going down since 2022, I'm thinking about switching. And I don't think the $0.0005 increase in the dividend outweighs the loss in the share price. I'm still thinking about it. But I won't be looking at it for much longer. I'm thinking of switching to $TDIV.
Good dividend PLUS growth.

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Voir toutes les 9 autres réponses

Filipe@fpena

1Mo

Sounds nice, but I switched from $O to $JEGP

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Voir toutes les 2 autres réponses

Dividendenopi👴@Dividendenopi

1Mo

Beide 😇

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Rendite Rudin@RenditeRudin

1Mo

@Dividendenopi Do you have any others?

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Dividendenopi👴@Dividendenopi

1Mo

@RenditeRudin no and are both on the sales list if US does not come to its senses soon 🤷‍♂️

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Leo@MCKrummel-Divi-Holding

1Mo

@Dividendenopi warum?

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Dividendenopi👴@Dividendenopi

1Mo

@MCKrummel-Divi-Holding Uncertain economic prospects, planned massive government debt and emerging inflation risks make me very skeptical. The loss of confidence in the dollar and bonds in conjunction with the aforementioned points could lead to further risk premiums on US bonds and this will ultimately also make the refinancing of usually highly indebted Reits more expensive.

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Rendite Rudin@RenditeRudin

1Mo

@Dividendenopi we are curious to see how the USA issues will develop...

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Leo@MCKrummel-Divi-Holding

1Mo

@Dividendenopi right approach, but I'm kind of split on that. Because it can be applied to almost everything that concerns the usa. How do you see your share in the portfolio in terms of % for the future?

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Dividendenopi👴@Dividendenopi

1Mo

@MCKrummel-Divi-Holding If you mean US, it was always around 30 percent. No more and probably won't be in the near future. I still have a covered call $QYLE, $VZ, $MO and a smaller position $PFE. Apart from Pfizer, the positions are full. The two Reits and the CC are potential first candidates for an exit. Should the FED actually cut interest rates for the first time, this could have a short-term effect on the Reits and possibly also boost the CC somewhat and represent an exit scenario for me

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Kapitän K.@PalmPirateTechnocrate

1Mo

Trump wants to increase taxation on US dividends. At the moment, I would rather hold on, at least that's what I'm doing. Maybe something will come up within the EU or the UK or something. I have Realty Income and will hold it for now and see what happens.

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Rendite Rudin@RenditeRudin

1Mo

@PalmPirateTechnocrate I don't think he'll be able to get that through. In that case, many pension funds and investment funds would sell directly - including many private investors, myself included.

But you can never be sure with the "mad king".

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tommycash@tommycash

1Mo

@TreasureHunter 🐐🐐🐐

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Leon@Investingyoung

1Mo

Better take a look at $EXR, the goats realty is laughable compared to them

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Rendite Rudin@RenditeRudin

1Mo

@Investingyoung Well, the performance isn't that "blatant" either, but I'll take a look at schauen👍🏼👍🏼

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Leon@Investingyoung

1Mo

@RenditeRudin The performance is 900% since 2006 $O has just over 100-200% with the same div return and even 8% div growth less per year. For me $EXR is a clear winner and also one of the only reits I would buy (if it were in line with my strategy)

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Rendite Rudin@RenditeRudin

1Mo

@Investingyoung Okay, I'll do some research! Thanks for the Input👍🏼

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Carsten@Carsten1970

1Mo

@Investingyoung I'm looking from 2022 to now and it's only on the way down. What good are prices from 2006-2022?
Since 2022 both are going down but others are going up? I don't know

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Leon@Investingyoung

1Mo

@Carsten1970 we invest in shares for the long term, don't we? 3 years is not long term colleague and long term has been Exr better so why should that change over the next 20 years?

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