O
Market read
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Invalidation: The isolated read changes if O's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Foreign currency and derivative loss, net increased by $4.4 million and $18.9 million , for the three and six months ended June 30, 2026 as compared to the same periods in 2025 , respectively, primarily due to the impact of foreign currency fluctuations on ou…”10-Q · Aug 6, 2026 ↗
“Of the 17,440 in-place leases in the portfolio, 13,918 , or 79.8% , were under leases that provide for increases in rents through: base rent increases tied to inflation (typically subject to ceilings), percentage rent based on a percentage of the clients’ gro…”10-Q · Aug 6, 2026 ↗
“Equity in Earnings of Unconsolidated Entities Equity in earnings of unconsolidated entities decreased by $1.1 million and $2.8 million for the three and six months ended June 30, 2026 as compared to the same periods in 2025 , respectively, primarily attributa…”10-Q · Aug 6, 2026 ↗
“Financial Covenants Our credit facilities are subject to various leverage and interest coverage ratio limitations, and as of March 31, 2026, we were in compliance with the covenants under our credit facilities.”10-Q · May 7, 2026 ↗
Valuation discipline
Price/sales 9.4× · EV/sales 9.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 09:30 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for O. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for O. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Preferred Equity Investment in CityCenter Las Vegas Real Estate Assets In December 2025, we acquired an $800.0 million preferred equity interest in the real estate assets of CityCenter Las Vegas, comprised of the ARIA Resort & Casino and Vdara Hotel & Spa, wh…”
“Core Plus Fund (the "Fund"), our strategic partnership in joint venture with Apollo Global Management, Inc.”
Depended on by
“AND SUBSIDIARIES NOTES TO CONSOLIDATED FINANCIAL STATEMENTS- (Continued) December 31, 2025 and 2024 Realty Income Joint Venture - On November 10, 2023, we formed a joint venture with Realty Income to support the development of two data centers in Northern…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
O is currently a Leader in the organic co-movement group REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.