Why Realty Income Will Struggle to Outperform! скачать в хорошем качестве

Why Realty Income Will Struggle to Outperform!

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... 🔥 SPECIAL OFFER: Seeking Alpha Premium offers my viewers 7 FREE days plus $30 off! This is the exact platform I use for my own research and stock analysis. Check it out here: https://www.sahg6dtr.com/4J58SX/R74QP/ P.S. That's my affiliate link - thanks for the support! 🔔 Follow along with my investing journey: 💻→Website: https://dapperdividends.com 🗞️→Newsletter: https://dapper-dividends.ck.page/posts 📱→Blossom: https://getblossom.onelink.me/SOfu/russ (affiliate) 📚Books to help you become a better investor (affiliate links): 📔Buffett & Munger Unscripted: https://a.co/d/giaYZKk 📘The Dividend Millionaire book - https://gumroad.com/a/585180275/ntnpd 📙The Art of Quality Investing -https://amzn.to/3JEe7Hz 📗Dapper Dividends FREE eBook on Life, Love, and Investing - tiny.cc/DapperBook 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