Realty Income's net-lease portfolio offers defensive recurring income with monthly dividend. Spirit Realty merger fully integrated. European expansion (UK, Spain) ramping. Limited upside catalysts beyond rate-cut beta; sensitive to long-end yields.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| EQIX | Equinix, Inc. | 83 | +17% | ↓27% | ENTRY |
| DLR | Digital Realty Trust, Inc. | 78 | +13% | ↓20% | ENTRY |
| WELL | Welltower Inc. | 74 | +9% | ↓14% | WATCH |
| EMAAR.DU | Emaar Properties PJSC | 70 | +11% | ↑14% | WATCH |
| PLD | Prologis, Inc. | 70 | +7% | ↓10% | WATCH |
| AMT | American Tower Corporation | 67 | +5% | ↓8% | WATCH |
| BDVDY | Barratt Developments PLC | 64 | +14% | ↑9% | WATCH |
Realty Income Q1 2026 occupancy 98.6%; AFFO/share +4% YoY
Estimates · Yahoo Finance · Not audited figures