SID 0038 Realty Income Part II

12/21/18 • 78 min

Realty Income has a diversified portfolio by sectors within the single parcel commercial property market. What are the risks of each sector, and how does management approach each?

Realty Income has a diversified portfolio by sectors within the single parcel commercial property market. What are the risks of each sector, and how does management approach each?

Previous Episode

SID 0037 Realty Income (O) - Part 1

Realty Income operates in a commoditized industry, the ownership of standalone real estate parcels used by certain commercial retail enterprises. In this podcast, we discuss how Realty Income structures its business to provide diversification and attempts to differentiate its offering.

Next Episode

SID 0039 Mitel (MITL) - Part 1

Mitel has was long relegated to obscurity within the institutional investment community. However, the discussion in this series of episodes will broadly portray what we find are Mitel’s underappreciated competitive strengths. In episode 39, we first lay out how Mitel came to be a major, if little known, player in providing cloud telephony services to businesses.