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Ravi Babin

Research Analyst at Mizuho Securities USA LLC

Ravi Babin is an analyst at Mizuho Financial Group, specializing in equity research within the financial sector. He is known for his coverage of major publicly traded companies and for providing actionable investment recommendations, maintaining a solid success rate with consistent returns that are tracked by competitive platforms. Babin began his career in the financial services industry with roles at earlier firms before joining Mizuho Financial Group, where his analytical acumen and insight into market trends have been recognized. He holds professional credentials, including relevant FINRA registrations and securities licenses, underscoring his commitment to industry standards and investor protection.

Ravi Babin's questions to REALTY INCOME (O) leadership

Question · Q4 2024

Ravi Babin of Mizuho Financial Group asked for color on tenant credit, which categories are on the watch list, and whether the 75 basis point reserve includes speculative issues.

Answer

CEO Sumit Roy confirmed the 75 bps reserve includes general provisions for macro uncertainty in addition to conservatism on known issues. He stated the credit watch list is approximately 4.8% of rent, up slightly from Q3, reflecting caution around potential external impacts like tariffs on certain retail businesses.

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