How Realty Income Became My Worst Investment

For regular viewers of my channel, you most likely know that Realty Income has been my favorite real estate investment trust for many years. I’ve been a big fan of this company for a long time, and for a lot of really good reasons. They’re one of only three REIT dividend aristocrats that exist, and they’re the only ones that pay dividends monthly. They have had a 13.4% compound annual total return since their 1994 NYSE listing and a 4.3% compound annual dividend growth rate during that time. Realty Income has also cut its dividend and has had 105 consecutive quarterly increases. Their FFO payout ratio is a conservative 73%, their occupancy rating is far above REIT averages at 98%, and they have a very well-diversified property portfolio.

I could go on and on, but after reading so many of your comments, it became clear that a lot of you were sick of me talking about this company so much. I’ve now gone almost three months without discussing this company in depth, with the exception of covering their acquisition of Spirit Realty, which is going to be another source of revenue growth for them. It’s widely known that Realty Income has a cult like the following, a cult of which I’ve been a member for years. But what I think would surprise a lot of people is that my investment in Realty Income is actually my biggest loser from a financial perspective. I’ve actually lost more money on Realty Income than any other holding in my dividend portfolio. So in this video, I’m going to show exactly how much I’ve lost on this investment to date and discuss how this happened, why I’m not upset about it, and what I think the future holds for Realty Income and my investment in them.

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