Sumit Roy

Sumit Roy serves as President and CEO of Realty Income Corporation, the world's largest net lease real estate investment trust with over 15,400 commercial properties across the United States, the United Kingdom, and continental Europe. Realty Income has built one of the most recognizable brands in REIT investing around its trademarked tagline "The Monthly Dividend Company" — the company has paid monthly dividends for over 55 consecutive years, with over 100 dividend increases during that period. The net lease model is elegantly simple: Realty Income owns single-tenant commercial properties and leases them to tenants under long-term (typically 10-20 year) triple-net lease agreements, where the tenant pays rent plus all property expenses (taxes, insurance, maintenance). This structure provides Realty Income with highly predictable, inflation-protected cash flows with minimal property management burden. Realty Income's tenant base spans retail (Walgreens, Dollar General, 7-Eleven, FedEx, Walmart), industrial, and gaming sectors — with a deliberate focus on tenants resistant to e-commerce disruption (convenience stores, dollar stores, pharmacies, grocery-anchored centers). The company made a transformational expansion into Europe through the Spirit Realty merger and direct acquisitions. Key stock drivers include acquisition volume and cap rates, same-store rent growth, occupancy rates, interest rate environment (higher rates increase cost of capital and compress valuations), European expansion progress, and investment-grade credit ratings.