Realty Income Lease Income increased by 2.9% to $1.44B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 9.7%, from $1.31B to $1.44B. Over 4 years (FY 2021 to FY 2025), Lease Income shows an upward trend with a 27.4% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase reflects a growing reliance on or success in leasing-based business models, while a decrease indicates a shift away from leasing or reduced market demand.
This metric represents the aggregate income derived from all leasing activities, including fixed, variable, and financin...
Standard metric for companies with significant equipment leasing or financing divisions.
is_cat_lease_income_total| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $460.26M | $486.34M | $679.00M | $799.57M | $800.80M | $825.95M | $873.35M | $925.29M | $995.29M | $1.01B | $1.03B | $1.21B | $1.28B | $1.27B | $1.28B | $1.31B | $1.34B | $1.39B | $1.40B | $1.44B |
| QoQ Change | — | +5.7% | +39.6% | +17.8% | +0.2% | +3.1% | +5.7% | +5.9% | +7.6% | +1.4% | +2.0% | +17.4% | +6.3% | -1.1% | +0.7% | +2.6% | +1.9% | +3.6% | +0.9% | +2.9% |
| YoY Change | — | — | — | — | +74.0% | +69.8% | +28.6% | +15.7% | +24.3% | +22.1% | +17.8% | +30.6% | +29.1% | +26.0% | +24.4% | +8.7% | +4.2% | +9.1% | +9.4% | +9.7% |
| Segment | Q1 '26 |
|---|---|
| Retail | $1.15B |
| Industrial | $234.53M |
| Total | $1.44B |
| Segment | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 |
|---|---|---|---|---|---|---|
| Other | $16.35M | $16.35M | $16.35M | $31.70M | $35.62M | $31.53M |
| Total | $925.29M | $995.29M | $1.01B | $1.21B | $1.28B | $1.27B |