Realty Income's solid Q2, higher AFFO guidance and $10B investment target support growth, though rate risks and modest internal gains warrant patience.

O's high occupancy, steady rent growth and active investments support adding shares ahead of Q2 earnings despite higher borrowing costs.

Agree Realty (ADC) delivered FFO and revenue surprises of +0.89% and +1.67%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

EPR Properties (EPR) delivered FFO and revenue surprises of +5.19% and +5.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Essential Properties (EPRT) delivered FFO and revenue surprises of 0.00% and -2.01%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?