• Earlier this month, Realty Income Corporation announced its 667th consecutive monthly common stock dividend of US$0.2700 per share, payable on February 13, 2026, to shareholders of record as of January 30, 2026.

• The company also revealed a long-term partnership with GIC involving over US$1.50 billion in capital commitments for build-to-suit logistics assets in the U.S. and a US$200 million industrial portfolio in Mexico, marking Realty Income’s entry into that market and expanding its private capital platform.

• Now we’ll examine how this expanded GIC partnership and Mexico entry may influence Realty Income’s existing investment narrative and risk profile.

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To own Realty Income, you need to believe in its ability to keep collecting predictable rent from long-duration net leases and converting that into reliable monthly dividends, even as it expands globally and into new verticals. The expanded GIC partnership and entry into Mexico modestly reinforce the near term growth story around industrial and logistics assets, but they do not fundamentally change the current key catalyst of continued accretive acquisitions or the main risk around execution in newer markets and funding conditions.

The new GIC relationship, which includes more than US$1.50 billion for U.S. build-to-suit logistics projects and a US$200 million Mexican industrial portfolio, ties directly into Realty Income’s push toward industrial and necessity-based assets as a growth driver. It also intersects with its private capital initiative, which aims to broaden funding sources beyond public markets and could influence how effectively the company balances expansion with the risk that diversification into new regions and structures becomes more complex to manage.

Yet behind the steady monthly dividends, investors should be aware of how rising funding costs and expanding international exposure could affect…

Read the full narrative on Realty Income (it’s free!)

Realty Income’s narrative projects $6.2 billion revenue and $1.6 billion earnings by 2028. This requires 4.1% yearly revenue growth and a roughly $700 million earnings increase from $908.1 million today.

Uncover how Realty Income’s forecasts yield a $63.35 fair value, a 3% upside to its current price.

Twenty fair value estimates from the Simply Wall St Community span roughly US$55 to US$96.89, reflecting sharply different views on Realty Income’s long term potential. Against that spread, the recent GIC partnership and Mexico entry highlight how new industrial and cross border projects could both support growth and add layers of execution and regional risk that you may want to examine in more detail.