European Expansion Fuels Realty Income’s Growth Trajectory

While numerous U.S. real estate investment trusts face domestic market constraints, Realty Income is charting a different course through aggressive international growth. The company’s strategic pivot toward European markets is generating impressive financial results, though shareholder response remains measured. This divergence between operational success and market reaction raises questions about underlying investor sentiment.

Realty Income’s third-quarter 2025 performance demonstrates the effectiveness of its European expansion strategy. A commanding 72% of the company’s global investment allocation—totaling $1.4 billion—was directed toward European opportunities. These transactions are generating an initial cash yield of 7.7%, substantially outperforming returns available in the saturated U.S. market. Chief Executive Officer Sumit Roy emphasized the superior Read more...