Realty Income isn't just a retail REIT anymore — here's what changed

Most people still think of Realty Income ($O) as a retail-heavy REIT. But the portfolio has been quietly shifting, and it's making the investment case stronger.

In this clip from The Wide Moat Show, Brad Thomas breaks down how $O has expanded into industrial, gaming, and data centers, why its triple net lease model keeps cash flows highly predictable, and what its low cost of capital means in a higher rate environment.

This is one of five picks in our full $1M DIY retirement portfolio breakdown.

Watch the complete episode to see all five.

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Видео Realty Income isn't just a retail REIT anymore — here's what changed канала Wide Moat Research