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Channel: Jussi Askola, CFA
Realty Income (O) was called too big to grow — but if you follow dividend investing and real estate investing, this transformation changes the thesis. Even if you’re focused on investing for beginners, here’s why this 5.2% yielder is now pitching itself as an asset manager and AI data center play. What you’ll learn in this video:
– Why O lost its premium and how the US Core Plus Fund ($3B AUM) fixes the cost-of-capital problem
– Q2 proof: only 18% public equity for $5B in deals, AFFO +3.8%, $10B acquisition guidance
– Data center JVs with DLR ($600M) and Cloud Capital ($6B) plus why triple-net fits AI infrastructure — tickers: O, DLR, ADC, VNQ, BX
🎁 You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: https://www.high-yield-landlord.com/about
📚 My book “The REIT Advantage” is now out on Amazon. I share everything I have learned from over a decade of REIT investing: https://www.amazon.com/REIT-Advantage-Higher-Returns-Private-ebook/dp/B0G8ZB8TDK/ref=tmm_kin_swatch_0?_encoding=UTF8&dib_tag=se&dib=eyJ2IjoiMSJ9.DVDUTYshJxdwWcCNpmbhk4SvRhh-Mf-UeIjLLOSbNjyZGp-wR_0Ejesu91_gl2LygBF2Tx3mjXGuHOnzwWBYA0Oag6WtRHg_hEvLBxE0YQ9Ipiuyit39PfPZ8HMDcu3niaulAGcLWqeEs_PjHvcCFSsO7etECICxTn0dYYT3-hnOqIfCQ3fU92dAHIzKo_HRttLi6_5yAL5ilwjA8lhU7Y8dXLEu3cZsppFy9WUmzxE.dgGgZk6chLHpbNaAuwV5Q7D4HzuPLh3jTQOBElnwJKU&qid=1766861877&sr=8-1
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💛💙 Follow me on Instagram: https://www.instagram.com/jussiaskola/
📧 For business inquiries, you can reach me at jaskola@leonbergcapital.com
Important Disclaimer: I hold positions in the companies mentioned in the video. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This YouTube channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.
Video length: 8:33