Realty Income Corporation

Oleader

Realty Income is a net lease REIT known as 'The Monthly Dividend Company,' owning 15,000+ single-tenant commercial properties leased to clients across 89 industries in the US, UK, and Europe.

⇄ Compare

产品与营收

产品营收占比

营收构成 ($4.4B)

静态数据（加载实时财务…）

US Retail (68%)

US Industrial & Other (18%)

International (14%)

业务板块构成与主要客户

产品详情

Single-Tenant Net Lease Retail72%

Freestanding retail properties leased to tenants under long-term net leases

Industrial Properties15%

Warehouse, distribution, and manufacturing facilities under net leases

Gaming & Other13%

Casino, office, agriculture, and data center properties

供应链关系

竞争对手

Simon Property Group, Inc.

Retail real estate investment

影响: Low — different retail format

Public Storage

REIT investor capital competition

影响: Low — different property type

VICI Properties Inc.

Net lease REIT market

影响: Medium — net lease competitor

宏观与市场背景

부동산 (REIT)行业新闻

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

近期催化剂

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

AI 分析

点击「获取 AI 分析」以获得 Realty Income Corporation 的 AI 供应链分析。

企业信息

总部

San Diego, California, USA

成立时间

1969

员工人数

450+

官网

realtyincome.com

行业概况 — 부동산 (REIT)

行业新闻