Earnings summaries and quarterly performance for REALTY INCOME.
Executive leadership at REALTY INCOME.
Sumit Roy
Detailed
President and Chief Executive Officer
CEO
GJ
Gregory J. Whyte
Detailed
Executive Vice President, Chief Operating Officer
JP
Jonathan Pong
Detailed
Executive Vice President, Chief Financial Officer, and Treasurer
ME
Mark E. Hagan
Detailed
Executive Vice President, Chief Investment Officer
MB
Michelle Bushore
Detailed
Executive Vice President, Chief Legal Officer, General Counsel, and Secretary
NM
Neil M. Abraham
Detailed
Executive Vice President, Chief Strategy Officer and President, Realty Income International
SK
Shannon Kehle
Detailed
Executive Vice President, Chief People Officer
Board of directors at REALTY INCOME.
AL
A. Larry Chapman
Detailed
Director
GI
Gerardo I. Lopez
Detailed
Director
GT
Gregory T. McLaughlin
Detailed
Director
JA
Jeff A. Jacobson
Detailed
Director
KH
Kim Hourihan
Detailed
Director
MH
Mary Hogan Preusse
Detailed
Director
MD
Michael D. McKee
Detailed
Non-Executive Independent Chairman of the Board
PA
Priscilla Almodovar
Detailed
Director
PC
Priya Cherian Huskins
Detailed
Director
RH
Reginald H. Gilyard
Detailed
Director
Research analysts who have asked questions during REALTY INCOME earnings calls.
Brad Heffern
RBC Capital Markets
4 questions for O
Also covers: ADC, AMH, AVB +15 more
RK
Ronald Kamdem
Morgan Stanley
4 questions for O
Also covers: AAT, ADC, AHR +36 more
Upal Rana
KeyBanc Capital Markets
4 questions for O
Also covers: ADC, BDN, BNL +9 more
Greg McGinniss
Scotiabank
3 questions for O
Also covers: BRX, COLD, EPRT +14 more
HS
Haendel St. Juste
Mizuho Financial Group
3 questions for O
Also covers: AAT, ADC, AIV +21 more
Jay Kornreich
Wedbush Securities
3 questions for O
Also covers: APLE, BNL, EPRT +6 more
WG
Wesley Golladay
Robert W. Baird & Co.
3 questions for O
Also covers: ADC, AHR, ARE +23 more
Linda Tsai
Jefferies
2 questions for O
Also covers: ADC, AKR, AMH +31 more
Michael Goldsmith
UBS
2 questions for O
Also covers: ADC, AHR, AMH +33 more
OO
Omotayo Okusanya
Deutsche Bank AG
2 questions for O
Also covers: AMH, ARE, BDN +40 more
RC
Ryan Caviola
Green Street
2 questions for O
Also covers: BNL, EPRT, WPC
Alec Feygin
Robert W. Baird & Co. Incorporated
1 question for O
Also covers: CTRE, FCPT, GMRE +6 more
AP
Anthony Paolone
JPMorgan Chase & Co.
1 question for O
Also covers: ARE, BDN, BNL +29 more
BR
Bennett Rose
Citigroup
1 question for O
Also covers: ADC, DRH, EPR +8 more
CG
Catherine Greg
UBS
1 question for O
Also covers: EPR
Daniel Byun
Bank of America
1 question for O
Also covers: GTY
Elmer Chang
Scotiabank
1 question for O
Also covers: NTST, SBRA, VTR
Eric Borden
BMO Capital Markets
1 question for O
Also covers: ADC, BNL, EGP +5 more
Jason Wayne
Barclays
1 question for O
Also covers: ELS, FCPT, SUI +1 more
JW
Jason Wen
Barclays
1 question for O
John Kilichowski
Wells Fargo & Company
1 question for O
Also covers: ADC, CTRE, EPRT +15 more
LY
Linda Yu Tsai
Jefferies Financial Group Inc.
1 question for O
Also covers: ADC, AKR, BRX +11 more
MF
Matti Fares
Citigroup Inc.
1 question for O
RB
Ravi Babin
Mizuho Financial Group
1 question for O
Rich Hightower
Barclays
1 question for O
Also covers: ADC, AMH, AVB +18 more
RM
R.J. Milligan
Raymond James
1 question for O
Also covers: ADC, CTO, FCPT +5 more
RT
Ryan Taboo
Green Street
1 question for O
SR
Smedes Rose
Citigroup
1 question for O
Also covers: ADC, DRH, EPR +16 more
SA
Spenser Allaway
Green Street
1 question for O
Also covers: ADC, BNL, CUBE +6 more
WJ
William John Kilichowski
Wells Fargo
1 question for O
Also covers: ADC, CTRE, EPR +14 more
Recent press releases and 8-K filings for O.
Realty Income establishes strategic partnership with GIC
O
New Projects/Investments
- Realty Income and GIC form a $1.5 billion+ JV to develop build-to-suit U.S. logistics assets under long-term net leases to investment-grade tenants.
- Realty Income commits $200 million to finance and acquire a U.S. dollar-denominated industrial portfolio in Mexico City and Guadalajara—its first investment in Mexico.
- GIC closes as cornerstone investor in Realty Income’s U.S. Core Plus fund, advancing the company’s private capital initiative to diversify funding sources and expand its investable universe.
7 days ago
Realty Income closes $862.5M convertible senior notes offering
O
Debt Issuance
Share Buyback
- Realty Income closed its private offering of $862.5 million aggregate principal amount of 3.500% convertible senior notes due 2029, including full exercise of a $112.5 million option.
- Net proceeds were approximately $845.5 million, which Realty Income plans to use for general corporate purposes, including debt repayment, hedging, property development and acquisitions.
- Approximately $101.9 million of the net proceeds were used to repurchase 1.8 million shares of common stock concurrently with the offering.
- The notes are initially convertible into common stock at a rate of 14.4051 shares per $1,000 principal amount.
Jan 8, 2026, 9:17 PM
Realty Income closes $862.5 M convertible senior notes offering
O
Debt Issuance
- Realty Income closed a private offering of $862.5 million aggregate principal amount of 3.500% convertible senior notes due 2029, including full exercise of a $112.5 million additional-notes option.
- Net proceeds were approximately $845.5 million, of which $101.9 million funded the repurchase of ~1.8 million common shares concurrently with pricing.
- The company intends to use the majority of proceeds for general corporate purposes, including repayment of indebtedness (notably $500 million of 5.050% senior notes due January 13, 2026), borrowings under credit facilities, property development, acquisitions and hedging.
- The notes and any common shares issuable upon conversion are unregistered under the Securities Act and were sold to qualified institutional buyers under Rule 144A.
Jan 8, 2026, 9:05 PM
Realty Income prices $750M convertible senior notes offering
O
Debt Issuance
Share Buyback
- Realty Income priced a private offering of $750 million 3.500% convertible senior notes due 2029, with an option for an additional $112.5 million, scheduled to settle on January 8, 2026.
- The notes accrue interest at 3.500% per annum, payable semi-annually on January 15 and July 15 (first payment July 15, 2026), and mature on January 15, 2029; initial conversion rate of 14.4051 shares per $1,000 (approximate conversion price $69.42, a 20% premium to the January 5 closing price).
- Realty Income may redeem the notes prior to maturity as needed to preserve its REIT status, and noteholders have customary fundamental change repurchase rights.
- Net proceeds are estimated at $735 million (or $845.5 million if the option is exercised) to be used for general corporate purposes, including repayment of debt and property investments.
- Approximately $102.1 million of the proceeds will fund the repurchase of ~1.8 million shares of common stock concurrently with the offering.
Jan 6, 2026, 12:44 PM
Realty Income prices $750M convertible senior notes due 2029
O
Debt Issuance
Share Buyback
- $750.0 million of 3.500% convertible senior notes due January 15, 2029, priced in a private offering and set to settle January 8, 2026, with an option for an additional $112.5 million.
- 3.500% interest, payable semi-annually beginning July 15, 2026; initial conversion rate of 14.4051 shares per $1,000 (conversion price ~$69.42, ~20% premium to $57.85 market price).
- Notes are senior, unsecured, redeemable at Realty Income’s option prior to maturity to maintain REIT status; convertible upon specified events and freely from October 15, 2028.
- Net proceeds of ~$735.0 million (up to ~$845.5 million if option exercised) to fund general corporate purposes, including repayment of up to $500.0 million of 5.050% notes due 2026, development, acquisitions, hedging, and $102.1 million for share repurchases.
Jan 6, 2026, 12:00 PM
Realty Income proposes convertible senior notes offering
O
Debt Issuance
Share Buyback
- $750 million proposed private offering of convertible senior notes due 2029, with an option to increase by $112.5 million
- Notes will be senior, unsecured obligations, accrue interest semi-annually, be convertible into cash and/or common stock, and include redemption rights to preserve REIT status
- Holders may require mandatory repurchase for cash upon certain fundamental change events at principal plus accrued interest
- Proceeds intended for general corporate purposes, including repayment of $500 million of 5.050% senior notes due January 13, 2026, borrowings under credit facilities, hedging, property investments, and concurrent share repurchases
Jan 5, 2026, 9:24 PM
Realty Income announces proposed convertible senior notes offering
O
Debt Issuance
- Realty Income plans a private offering of $750 million aggregate principal amount of convertible senior notes due 2029, with a $112.5 million upsize option.
- The senior unsecured notes will accrue interest semi-annually, mature on January 15, 2029, and are convertible for cash and/or common stock under specified conditions.
- Net proceeds are earmarked for general corporate purposes, including repayment of debt (notably the $500 million 5.050% notes due 2026), property acquisitions, and common stock repurchases.
- The notes and conversion shares will be sold in a private Rule 144A offering to qualified institutional buyers and remain unregistered.
Jan 5, 2026, 9:05 PM
Realty Income closes $816.3 M in fund commitments, raising total to $1.5 B
O
New Projects/Investments
- Realty Income closed an additional $816.3 million of third-party commitments for its U.S. Open-End Core Plus Fund, bringing the aggregate to $1.5 billion as of December 29, 2025.
- The company expects to complete its cornerstone equity capital raise on or before March 31, 2026, capping total commitments in this round at $1.7 billion.
- Assuming a full $1.7 billion raise and redemption of approx. $950 million in seed-portfolio units, Realty Income anticipates indirectly owning about 24% of the Fund’s limited partnership interests.
- CBRE Investment Banking served as financial advisor for these closings.
Dec 29, 2025, 9:09 PM
Realty Income announces $800 million preferred equity investment in CityCenter Las Vegas
O
New Projects/Investments
Guidance Update
- Realty Income entered a definitive agreement to make a $800 million perpetual preferred equity investment in CityCenter’s ARIA Resort & Casino and Vdara Hotel & Spa, with Blackstone Real Estate retaining common equity and MGM Resorts International continuing operations.
- The preferred equity carries an unlevered initial IRR of 7.4%, annual capped escalators from the fifth anniversary, early redemption premiums (3% before one year; 2% between years one and four), and a make-whole provision to secure an 8.325% IRR on redeemed amounts.
- The company increased its 2025 investment volume guidance to over $6.0 billion (from ~$5.5 billion), supported by $417 million of cash as of Q3 and $1.3 billion of unsettled forward equity; the transaction is expected to close December 9, 2025.
Dec 1, 2025, 10:46 PM
Realty Income makes $800M preferred equity investment in CityCenter Las Vegas
O
New Projects/Investments
Guidance Update
- Realty Income will invest $800 million of perpetual preferred equity in CityCenter’s ARIA Resort & Casino and Vdara Hotel & Spa, owned by Blackstone-affiliated funds and operated by MGM Resorts International.
- The investment carries an initial unlevered yield of 7.4%, with annual capped escalators from year five, early redemption premiums, and a make-whole mechanism to ensure an 8.325% unlevered IRR.
- Funding is fully equity-backed, comprising $417 million of cash as of Q3 2025 and $1.3 billion of unsettled forward equity, with closing expected on December 9, 2025.
- Realty Income raises its 2025 investment volume guidance to over $6.0 billion in conjunction with this transaction.
- The property is under a triple-net lease with approximately 26 years remaining initial term plus three 10-year extension options.
Dec 1, 2025, 9:30 PM
Quarterly earnings call transcripts for REALTY INCOME.
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