Realty Income's (NYSE: O) market cap is $38 billion, making it more than twice the size of its next closest peer. There are benefits to being an industry giant in the net-lease real estate investment trust (REIT) industry. But there's one important negative that has investors worried right now: Realty Income needs a lot of deal flow to grow. Management doesn't share that concern.

The share price of Realty Income has declined a huge 27% since hitting a peak in 2022. A very important part of that decline stems from the fact that interest rates have been rising as the Federal Reserve tries to fight inflation. The immediate impact is negative for the stock.

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Source Fool.com