Impact ledger
Realty Income Corporation (O)
6 events mapped to this ticker since 2026-06-29.
Assumption changes
| Date | Assumption | Direction | Magnitude | Conf. |
|---|---|---|---|---|
| 2026-07-13 | net_debt | Bearish | — | 0.70 |
| 2026-07-13 | interest_expense | Bearish | — | 0.70 |
| 2026-06-30 | wacc | Bearish | — | 0.70 |
| 2026-06-30 | interest_expense | Bullish | — | 0.70 |
| 2026-06-30 | net_debt | Bullish | — | 0.70 |
Event impact log
| Date | Event | Channel | Direction | Horizon | Impact |
|---|---|---|---|---|---|
| 2026-07-17 | Event | Lower inflation and stable interest rates reduce borrowing costs and increase investor demand for high-yield, stable income assets like REITs. | Bullish | 1-3m | 0.80 |
| 2026-07-17 | Event | Lower interest rates reduce borrowing costs and increase the attractiveness of dividend yields relative to fixed income. | Bullish | 3-12m | 0.80 |
| 2026-07-07 | Event | Refinancing existing debt or funding new acquisitions at a competitive, fixed interest rate, improving financial stability and predictability of cash flows. | Bullish | 1-5y | 0.60 |
| 2026-07-07 | Event | Direct impact on cost of capital and debt maturity profile. The issuance itself is a completed event, but the terms reflect current market conditions and influence future financial flexibility. | watch | 1-3m | 0.60 |
| 2026-06-29 | Event | Capital structure management and financing costs. The update on credit facilities and outstanding notes indicates ongoing capital management activities, which can influence future interest expenses and liquidity. | watch | 1-3m | 0.60 |
| 2026-06-29 | Event | Capital structure management and cost of debt. The update on financing facilities, including a revolving credit facility and commercial paper programs, indicates active management of their capital structure. The specific terms and utilization of these facilities will influence their borrowing costs | watch | 1-3m | 0.60 |
This ledger is regenerated from Market Ontology's public event pipeline. For live alerts on new assumption changes for O, start a trial or view the O entity page.