Why Realty Income Is Poised To Hit +$75

Realty Income is scaling its third-party asset management platform. By committing ~20% equity alongside 80% third-party institutional capital while charging a 1.0% management fee, Realty Income boosts its effective return on equity on institutional real estate.

The asset management vehicle allows Realty Income to capture lower-yielding, high-quality core-plus properties that would otherwise fail its standalone 100% balance sheet hurdle rates.