This REIT will CRUSH Realty Income (O Stock)

Realty Income is a net lease REIT that has grown its dividend for nearly 30 years in a row. But the "Monthly Dividend Company" has gotten very big. Is it still one of the best stocks to buy? Will new property acquisitions allow it to keep hiking its dividend? Is the realty income dividend sustainable? Is O Stock a Sell? I answer these questions in this realty income stock analysis. I compare Realty Income to one of its close peers that could be the future Realty Income!

Image sources: O, EPRT, NAREIT, YCHARTS, EPRA, Canva Important

Disclaimer: Leonberg Capital and I personally invest in EPRT. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This YouTube channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.#reits #dividend #passiveincome

[askjussi]

What do you think about Realty Income? Let me know below.
Thank you for all your support! Your "likes" help me a lot to grow this channel. Jussi

[Rockiii]

Agree completely w/your analysis, Jussi. O has simply grown too big & EPRT is better positioned for fast growth, but WP Carrey is still my favorite net lease REIT.

[davidwysocki]

Thanks, Jussi, for your video presentation on EPRT. Good stuff!

[JamesJoseph-uy]

I am long both, O and EPRT. EPRT has done much better for me since my purchase (I bought both at about the same time). I've been very disappointed in O. Only keeping it because I don't want to capitalize my paper losses and their dividend is very reliable. Kinda' regret buying it. Definitely keeping EPRT.

[thebunnyfoofoo]

I really enjoy your content. I am saving up and working extra hours to start a reit portfolio and I watch all your videos to learn more about the industry. I watch them in the morning before work to keep me motivated

[IPQ-sjzs]

At current price, EPRT looks fairly valued with no margin of safety. I initiated a small position at $18.70 last year and it immediately bounced back to $21. I wonder if there will be a buyable price any time soon...

[jen-k-]

As usual, thank you for sharing your analysis, Jussi! Will definitely consider EPRT.

[wernerschonenberger]

Will look into EPRT! Thanks for the recommendation! 👍
I have MPW in my portfolio and thought that I got a "good deal" and it would just take time until the dust settles and one could see MPW's "real value". The management's disclosure of how they "treat" Steward (hirimg collecters/getting legal advice on that issue, write off some of the outstanding rents and GIVE ANOTHER LOAN TO STEWARD!) started to puzzle me and made me rethink my (rather sizeable) investment. What is your current take on MPW? Do you see a turnaround in the foreseeable future? Would you stay invested or would you drop the stock? Thanks

[lanceyamashitastoplists]

Hey Jussi! In the past you mentioned that that NNN and ADC as better alternatives to O. How would you compare EPRT to NNN and ADC?

[skullrose]

I hate budgeting over 3 months. I like monthly budgeting. So if it crushes realtys financial health, but only pays every 3 months, realty still wins but if it also pays monthly, then it officially crushes realty, and Id be willing to throw more money at it.

[korean]

EPRT is I have been watched for a year. For now I can understand why it is better than O for now. I am a dividend investor in Korea. I always thanks to your survey and investment idea. I think your ideas also would be great to share some of my Korean friends. Cause some of my friends want to study and find low risk and middle return properties with usd. Cause Korea's capital market has not matured like US. And also Korea money is weaker than USD too. So, for some Korean, your service must be so impressive I think!

[glenfrench]

Great content. $ADC has been on my buy list. Will be checking out $EPRT.

[lahmaCun]

What about $NNN? Do you believe it is a worthwhile investment or does it offer lower returns than $EPRT even tough it has a similar risk profile?

[mrwarbucks]

What do u think of MPW all time lows right now! Your thoughts? Thanks for all the great content 👍

[crispyduck]

Not enough of a track record for EPRT to get a big investment from me - will put a small amount in but topped up, on Reality near lows and am happy to hold long term

[lisagayhart]

I have this reit and a bunch more . Thank you for your great content.

[MartinD]

Thaks for the charts too! Great aids in visualizing the comparisons.

[joergweis]

Thanks Jussi, great overview. Do you know why there were recent insider sales of eprt? Anything to worry about?

[RabianskiT]

Jussi,
I need to ask for the same thing that everyone wants 😅

Is MPW an opportunity or money thrown down the drain?

PS. If you make a video about it, it’s gonna be a huge hit 💣🔥

[sagig]

Hi Jussi. You are certainly my preferred channel to learn about REITs! GOOD JOB MAN! I have a question, I hope you'll reply: I realize EPRT is growing faster. Considering there is an opportunity with REITs right now in general, because rates are more likely to lower than go higher - I get that. My question is: Is it correct to say that Realty Income is more stable and may suffer less in a down turn? In other words: If REITs will continue to stay down, perhaps rates will somehow go higher, in that case, do you feel that Realty Income (because it is much larger and diversified) will be more stable and likely will go down less than EPRT? I'm just curious.