Dan Byung (Bank of America)

Focus Areas5 topics

Capital Allocation1Demand1Credit1Competitive Dynamics1Geographic Expansion1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

ORealty Income2 quarters

2026 Q1

Could you provide more detail on the $40 million lease termination income recognized this quarter?

Capital AllocationDemandView in transcript →

could you walk through the rationale behind the $40 million add-back to AFFO related to credit loss?

2025 Q2

Are you starting to see an uptick in interest from U.S. buyers for the European deals you're looking at

Competitive DynamicsGeographic ExpansionView in transcript →