Alright, settle in, folks. We’re talking Realty Income, the Monthly Dividend Company. Now, I’ve been watching markets since before they had markets, and let me tell you, this REIT… it’s been a bit of a slow dance lately. A polite, respectful slow dance… while the S&P 500 was doing the Macarena. Over the last decade? A mere 93% total return. 93%! My grandmother got better returns playing Bingo. The S&P 500? A whopping 337%. It’s enough to make a grown man weep… or, you know, switch to Treasury bonds.
Now, don’t get me wrong. There are reasons. Rising interest rates, a pandemic that briefly turned all retail into a Zoom meeting… it’s been a tough room. But I’ve got a feeling… a strong feeling… that 2026 is going to be different. So, I’m laying it all on the line. Three bold predictions. And when I say bold, I mean… well, let’s just say I’ve made more accurate predictions by throwing darts at a stock ticker. But here we go!
1. Realty Income Will (Finally) Outperform the S&P 500
Look, I’m a simple man. I like things to make sense. And here’s what makes sense: Interest rates are going to fall. Not just a little dip, folks, a proper swan dive. The Fed will cut rates, sure, but the real action will be in long-term rates – the 10-year Treasury. It’s going to tumble like a clown in a gravity well. And that, my friends, is good news for REITs. Realty Income, over its 32 years of publicly traded existence, has averaged a 13.7% total return. It’s a respectable number, but when rates fall? It gets lively. So, I’m predicting a total return in 2026 that will leave the S&P 500 eating its dust. Think of it as a tortoise finally overtaking a particularly flashy hare.
2. Realty Income Will Have a Big Year for Acquisitions
The company’s guidance suggests around $5.5 billion in investments for 2025. That’s a hefty sum, even for a behemoth like Realty Income. But I suspect 2026 will be even more… acquisitive. As rates fall and the cost of capital becomes more manageable, management will open the vault. They’ll be snapping up properties like a kid in a candy store. And they’re not just sticking to the usual suspects. They’re eyeing data centers, gaming properties… things that didn’t even exist when I started in this business. It’s like watching your grandfather learn TikTok. Unexpected, but potentially lucrative.
3. Investors Will Get a 5% Dividend Raise
Since 1994, Realty Income has averaged a 4.2% dividend growth rate. A solid number. But the last decade has been… sluggish. A mere 3.5% annualized growth. But I’m predicting a turnaround. Improving market conditions will allow them to boost that monthly payout by a full 5% or more. It’s a bold move, I grant you. But sometimes, you have to be bold. You have to take risks. It’s like trying to parallel park a blimp. It might not work, but it’s going to be a spectacle.
Now, look, these are bold predictions, alright? I’m not promising you a yacht. I’m not even promising you a slightly nicer toaster. But the conditions are aligning. The stars are… well, they’re at least vaguely in the right constellation. And I, for one, am excited to see how it all plays out. Just remember, if I’m wrong, blame the pigeons. They’ve been giving me the evil eye all week.
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2026-01-17 19:02