Why Realty Income Will Struggle to Outperform!

Описание: I recently started selling my Realty Income (O) position after discovering a major red flag in their WACC calculation. In this video, I break down why treating retained cash flow as "free money" artificially lowers their cost of capital and could lead to value-destroying investments.

What You'll Learn:

How WACC works (simple explanation)
Why Realty Income's 5.5% claimed WACC vs. 6.3-6.6% real WACC matters
How does this compare to Agree Realty's transparent approach
Why 76% of O's recent investments are in Europe
The ROIC vs WACC problem every REIT investor should understand

Realty Income Comment Thread on SA - https://seekingalpha.com/news/4480925...

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Timestamps:
00:00 Intro/ Realty Income Red Flag Comment
01:46 What is WACC?
03:38 The Realty Income WACC Calculation
05:03 Agree Realty's True WACC Calculation
06:24 Joey Agree in the SeekingAlpha.com Comments
07:15 The Realty Income Problem
10:58 Realty Income's Dividend Growth & SimplySafeDividends.com Score
11:58 Russ' Portfolio on Blossom and Newsletter

Thanks for stopping by and remember: a single income stream is risky, and seeking multiple passive income streams would be wise!

This video is for entertainment and educational purposes only. I am not a financial advisor. Please do your own research before making any investment decisions.

#RealtyIncome #reit #pasiveincome