Realty Income Expands into Mexico Through Major GIC Alliance

Realty Income Corporation, the renowned monthly dividend-paying REIT, has announced a landmark strategic partnership with Singapore's sovereign wealth fund, GIC. This collaboration marks the company's inaugural foray into the Mexican real estate market and coincides with the impending release of its fourth-quarter 2025 financial results.

A Strategic Partnership with Significant Scale

On January 12, 2026, Realty Income unveiled a multi-faceted alliance with GIC, a leading global institutional property investor. The agreement encompasses three primary components designed to fuel growth and diversify funding.

First, the entities have formed a joint venture focused on U.S. industrial logistics properties, committing combined capital exceeding $1.5 billion. This venture will concentrate on developing purpose-built facilities to be leased long-term to investment-grade tenants. Realty Income will retain a majority ownership stake in the acquired assets.

Concurrently, this partnership facilitates Realty Income's debut in Mexico. The company has committed $200 million to acquire logistics properties in Mexico City and Guadalajara, which are already subject to long-term leases with Fortune Global 100 corporations. The real estate firm Hines will serve as the development partner for this expansion.

Furthermore, GIC will act as an anchor investor in Realty Income's first private capital vehicle, the U.S. Core Plus Fund. This move provides the REIT with an additional source of capital beyond public markets.

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Uninterrupted Dividend Track Record

The following day, January 13, 2026, the company declared its 667th consecutive monthly dividend. The payout remains unchanged at $0.27 per share, equating to an annualized $3.24. Shareholders received this distribution on February 13, 2026. As a member of the S&P 500 Dividend Aristocrats index, Realty Income has a history of raising its dividend for more than three decades.

Forthcoming Financial Results

Investors are awaiting the company's fourth-quarter and full-year 2025 earnings report, scheduled for release after market close on February 24, 2026. A conference call for investors will follow at 11:00 PM Central European Time. As of the end of September 2025, Realty Income's portfolio consisted of more than 15,500 properties across all 50 U.S. states, the United Kingdom, and seven additional European nations.

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