Realty Income Corporation · NYSE:O
Realty Income — Nareit's REITweek: 2025 Investor Conference
11 slides from Realty Income's conference presentation, June 2025
Slide 1: Power of the Platform: Realty Income
Power of the Platform: Realty Income Nareit’s REITweek: 2025 Investor Conference
Slide 2: Safe Harbor For Forward-Looking Statements
Safe Harbor For Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Exchange Act of 1934, as amended. When used in th
Slide 3: Total Operational Return Stability: Proven Performance across Economic Cycles
Total Operational Return Stability: Proven Performance across Economic Cycles PRODUCED POSITIVE TOTAL OPERATIONAL ~6% ~5% ~11% RETURN EACH YEAR SINCE NYSE LISTING IN 1994 Historical Avg. Historical Avg. AFFO Historical Avg. Total Dividend Yield per Share CAGR Operational Return(1) DELIVERED CONSISTE
Slide 4: Delivering Durable Income at Global Scale
Delivering Durable Income at Global Scale 01 02 03 Multiple Avenues Real Estate Reliable, Growing for Growth Expertise at Scale Dividend Income 4
Slide 5: Scalable, Accretive, and Diversifying: The Power of Net Lease Breadth
1 Multiple Avenues for Growth Scalable, Accretive, and Diversifying: The Power of Net Lease Breadth Proven Execution of New Initiatives has Enhanced Margins, Reduced Risk, and Bolstered Growth Vertical Size Based on Purchase Price(1) Improved EBITDA margin(3) Includes $4.8B of reflects economies of
Slide 6: Significant Runway Ahead Across Europe
1 Multiple Avenues for Growth Significant Runway Ahead Across Europe UK vs. Balance of Europe Portfolio Size Based on Cumulative Purchase Price (1) $9.6B Distinctive Advantages $9.0B $8.0B Opportunity to leverage established UK foundation across Europe Significant $8.5T addressable $5.8B market in E
Slide 7: Full-Service Capital Provider in the UK
2 Real Estate Expertise at Scale Full-Service Capital Provider in the UK Sale Leaseback Credit Investments Multi-Tenant Net Lease • Acquired 25 Asda properties for £650M in • Partnered with Asda on a £300M secured • Re-leasing vacancies to leading grocers across 2023 note in 2024 and £142M floating
Slide 8: Full-Service Capital Provider: Tidal Wave in the US
2 Real Estate Expertise at Scale Full-Service Capital Provider: Tidal Wave in the US Sale Leasebacks Credit Investment Strong Recapture Rates • Two transactions in 2023 totaling $206M • $33.5M fixed rate loan in 2023 • Adjusted recapture rates of 143% on two leases(1) 8 (1) Recapture rate is calcula
Slide 9: Our Total Operational Return Comes with Low Volatility and High Consistency
3 Reliable, Growing Dividend Income Our Total Operational Return Comes with Low Volatility and High Consistency O has produced the lowest total operational return volatility compared to multiple broader market indices over the last 10 years with total operational return >6% for 10 of the last 10 yea
Slide 10: Realty Income has Consistently Provided a Leading Total Operational Return
3 Reliable, Growing Dividend Income Realty Income has Consistently Provided a Leading Total Operational Return Total Operational Return (Dividend Yield + AFFO …With a Multiple Well per Share Growth) Consistently Above Average… Below Average 1Y Trailing 3Y Trailing 5Y Trailing NTM Multiple(1) 11.0% 1
Slide 11: Realty Income - The Monthly Dividend Company
REALTY (INCOME The Monthly Dividend Company”
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