American Realty Capital Properties has grown in two years from two tenants and a Nasdaq market value of $70 million to 52 tenants and a market capitalization of $2.64 billion with a dividend yield of 7.45%. "It's clear to see that ARCP has evolved into a 'super sized' REIT that is gobbling up more net-leased properties than most of its smaller peers. By year-end, ARCP should be a dominating force, with a market cap of more than $10 billion," writes Brad Thomas.

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