3 Comments
Oct 28, 2023Liked by Tiago Dias

Thanks for sharing your concern! Another one that bothers me is that some of their top tenants are currently struggling too (Walgreens, Dollar General and CVS for example make up +/- 10% of Realty Income annual rent). All 3 feel like "too big to fail", but their situation keep worsening.

Expand full comment

What about lease contracts maturing in the same timeline?

Expand full comment