Net lease real estate portfolio
Commercial real estate ownership and financing
2 conceptsA large portfolio of single-tenant commercial properties leased under long-term net lease agreements to retail, industrial, gaming, and other tenants.
ProductsRealty Income
Realty Income product analyses
A tighter look at the products that matter most to Realty Income, along with the free, open, decentralized, or cooperative alternatives already creating pricing pressure and the original disruption concepts that could widen that pressure further.
Products
Where the moat actually touches users
These pages zoom into the products and services that matter most to each company, the alternatives already nibbling at them, and 2 structured disruption concepts across the current product set.
2 disruption concepts tracked0 documented exceptions
Paper trail
Company-level source stack
These sources shaped the scoring and writing. The site is opinionated, but it should not behave like it is improvising facts in a dark room.
Our Portfolio
Realty Income · investor relations
Company description of its net lease portfolio, geographic footprint, and tenant value proposition.
Reviewed 2026-06-01
Q1 2026 Supplemental Operating & Financial Data
U.S. Securities and Exchange Commission · regulatory filing
Primary operating and financial data for property count, square footage, annualized base rent, revenue, net income, and adjusted EBITDA.
Reviewed 2026-06-01
Realty Income Market Cap
StockAnalysis · market data
Recent public market capitalization estimate used for the market-cap metric.
Reviewed 2026-06-01
Arthur J. Gallagher & Co. Financials & Income Statement
StockAnalysis · market data
Secondary financial data reference for FY2025 revenue and net income context.
Reviewed 2026-06-02