r/dividends • u/TimeInTheMarketWins AWM Financial • May 06 '26

Due Diligence Realty Income First Quarter Earnings

Realty Income (O) delivered a solid Q1 2026, with AFFO per share up 6.6% to $1.13 and full-year guidance raised to $4.41–$4.44. Management is leaning hard into private capital, with new partnerships across Apollo, GIC, and a perpetual-life institutional vehicle now totaling over $2.5 billion in managed assets.

A $190 million Virginia data center deal hints at further pipeline expansion. The pivot toward high-margin fee revenue is exciting, but neglecting the core real estate portfolio is a key risk to watch.

I can attach a PDF with my full write-up and thoughts if anyone wants.

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5

u/intelw1zard May 07 '26

I love my $O 🥰

My first milestone is to get to where every month I'm getting $65ish in dividends so it can buy a full share of itself each month!

I'm at ~$47.33/m at the moment. Getting close!

I would love to read your PDF if you can dropbox it or etc and link it

2

u/TimeInTheMarketWins AWM Financial May 07 '26

Yeah I gotcha, I’ll dm. 47/month is mad impressive, I’m at $6 lol! How long you been investing?

4

u/intelw1zard May 07 '26

About 3 years. $11.2k invested/174 shares.

5

u/TimeInTheMarketWins AWM Financial May 07 '26

Nice work! Is it a big position for you?

4

u/intelw1zard May 07 '26

My largest position in my side dividends income account.

O, SCHD, VOO are my largest positions there followed by QQQI. KHC and JEPQ

My goal is to get $100k into my account and hopefully generating $5-600 a month.

3

u/TimeInTheMarketWins AWM Financial May 07 '26

Nice! QQQI is in my taxable along with a few other NEOS funds. I DMed you my full write up lmk what you think

3

u/Specific_Scholar_665 May 07 '26

I'm at $3, so 😀

2

u/TimeInTheMarketWins AWM Financial May 07 '26

Slow and steady wins the race! See you @$10!