Realty Income (O), a REIT that leases properties mainly to brick-and-mortar retailers, raised its monthly dividend in September for the 116th consecutive quarter, extending a 29-year streak. The REIT owns about 15,500 properties, with tenants including Dollar General, Tractor Supply, Home Depot and 7-Eleven, and its occupancy rate has consistently been above 98%. Since payments began in 1995, dividends have grown at an average yearly rate of 4.1%, which the article describes as beating inflation, and it cites a forward-looking dividend yield of 6%. The article notes Realty Income is expanding into data centers, where REIT tax treatment also applies, and concludes that O should be viewed mainly as an income holding, since its share price is often affected by interest rates.
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