Ryan Taboo's questions to Realty Income Corp (O) leadership • Q4 2024
Question
Ryan Taboo of Green Street questioned how the entry of other REITs into the private fund space might affect competition and the appetite for net lease assets among private capital.
Answer
CEO Sumit Roy stated that he views the entry of other successful operators as a reaffirmation of Realty Income's private capital strategy. He expressed confidence that the market is large enough and that Realty Income's established platform is well-positioned to attract its share of capital, noting the marketing process had just launched.