Equinix is mentioned as a company in the data center sector.
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The Ground Up Ep 4 - Realty Income (O) CEO Interview
Aug 16, 2026
The CEO of Realty Income (O), Sumit Roy, discusses the company's recent positive earnings, increased guidance, and strong leasing spreads, highlighting the company's momentum and resilience despite geopolitical and market volatility. He emphasizes the consistent focus on preserving and growing the monthly dividend as a core tenet of their business strategy.
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Iron Mountain is mentioned as a company in the data center sector.
Digital Realty was Realty Income's first joint venture partner in the data center space.
Realty Income's partnership with Cloud Capital Data Centers is highlighted as a best-in-class venture for hyperscale data center investments.
Realty Income (O) is showing strong momentum with increased guidance and positive leasing spreads, indicating a business operating from a position of strength.