Catherine Greg's questions to Realty Income Corp (O) leadership • Q4 2024
Question
Catherine Greg of UBS, on for Michael Goldsmith, asked about opportunities in the industrial sector and which consumer or retail trends the company is monitoring amid bankruptcy concerns.
Answer
CEO Sumit Roy stated that industrial remains a focus, with growth primarily coming from development projects due to competitive acquisition pricing. He also highlighted that the company is monitoring macro risks, such as potential tariffs on Chinese goods like consumer electronics and apparel, which informs their conservative outlook and tenant credit monitoring.