High net worth investing institutional flows show increased

Institutional flows show increased allocations in utilities and healthcare, indicating a hedge against potential Q3 volatility, especially amid rising core CPI projections at 3.4%. The company's high-quality real estate portfolio provides a very strong foundation for its monthly dividend, which currently yields 5.4%. Realty Income pays out roughly 75% of its adjusted funds from operations (FFO) in dividends. FFO is a metric REITs use to approximate their available free cash flow for dividend payments. That conservative dividend payout ratio provides Realty Income with a significant cushion to weather any future financial crisis, while allowing it to retain a substantial amount of cash flow each year to invest in additional income-producing properties (over $760 million expected in 2025). The Wealthesaurus says the most common definition of "high net worth" is a client with between $5 million and $30 million. "Ultra high net worth" typically means $30 million or more. It cautioned, however, that "with inflation and the significant expansion of global wealth since 2000, more firms are considering the modern threshold to the top UHNW level to be $100 million." High net worth investing has seen robust allocation to AI-driven fund strategies, with algorithmic portfolios outperforming traditional discretionary approaches by 2.9% YTD, according to Morningstar comparative analytics.