Chris Lange's 24/7 Wall St. article reports Matthew Hornbach's warning, quoted from CNBC on November 10, 2026, that the real risk to dramatically higher rates in 2027 is the unemployment rate trending lower, and says each monthly reading at or below 4.1% strengthens the case for higher yields, with the 10-year Treasury at 4.86%. The article calls Realty Income, which reported third-quarter revenue of $1.62 billion and forecasts 2026 AFFO of $4.45 to $4.46 per share, a rate-sensitive retirement holding whose 5.16% dividend yield leaves a roughly 0.3-point cushion over the Treasury that a climb back toward 5.31% would erase, and recommends retirees review how much income depends on rate-sensitive holdings.