Realty Income demonstrated strong growth in Q3 2025, investing $1.4 billion globally while increasing total year-to-date investment volume to over $3.9 billion, surpassing all of 2024.
- Achieved a weighted average initial cash yield of 7.7% on $1.4 billion in investments for the quarter, with a total sourcing volume of $31 billion.
- Portfolio occupancy improved to 98.7%, with a rent recapture rate of 103.5%, reflecting strong tenant renewals.
- European investments accounted for 72% of quarterly volume, highlighting the advantageous risk-adjusted opportunities in that market compared to the U.S.
- Enhanced liquidity through the launch of a perpetual life fund aimed at supporting growth objectives.
- Lease termination income recognized at $27.3 million, illustrating effective asset management strategies.
Community Discussion