Agree Realty is a high-quality stock for income investors with resilient recession and e-commerce-resistant tenants. ADC's common stock has seen significant gains, leading to a higher valuation, making its Preferred Series A shares a more attractive option. With a solid balance sheet, strong credit ratings, and a well-covered 4.2% dividend yield, ADC is well-positioned for steady growth.
REITs have been one of the worst-performing sectors since early 2022. However, REITs have recently become one of the best-performing sectors, outperforming tech stocks and the S&P 500 by a wide margin. We share why this trend is likely to continue moving forward.
There are growing risks of a recession hitting due to weakening job numbers, rising unemployment, and weakening consumer spending capacity. We share a portfolio of high-yield stocks that should be able to weather a recession quite well. The yields range from 4.5%-14%.
Agree Realty posted strong second-quarter results in July. The REIT also received a credit rating upgrade.
Agree Realty continues to grow its cash flow, portfolio, and dividend. The REIT enhanced its ability to continue expanding in the first half of this year.
Net lease REITs provide efficient real estate capital for companies, creating wealth for shareholders, employees, and stakeholders. Business model transparency is key for value investing in net lease REITs. Chris Volk applies a universal business model to compare five top net lease REITs.
High-yield dividend stocks have been rallying on expectations of a Fed rate cut in September. However, I think the market may be overly optimistic. I share the main headwind likely facing high-yield stocks moving forward and how I am investing in light of this.
Agree Realty is still attractive after a recent stock price increase. ADC has top-tier portfolio quality reflected within its occupancy rate, WALT, and share of ABR derived from investment-graded tenants. The Company increases investment volume at wide, positive investment spreads, suggesting improving market conditions.
The Real Estate sector is the top-performing sector over the past month, with several top-tier companies up double-digits.
Agree Realty Corporation offers a reliable 4.3% dividend yield, 2% rent growth, and potential for multiple expansion. ADC's focus on larger properties with high-quality tenants and ground leases results in a predictable and safe revenue stream. Despite low growth projections, the stock's 4.3% dividend yield and potential for multiple re-rating make it an attractive investment option.
I think Agree Realty will likely to outperform the S&P in total returns over the next 5-10 years. ADC has shown strong growth with impressive earnings and acquisitions over the past year. Additionally, their 10-year dividend CAGR of 5.7% is higher than peers Realty Income & NNN REIT. The company's ability to recycle capital at attractive cap rates, solid acquisitions, and strong total return outperformance make it a must-have for long-term dividend investors.
Agree Realty's dividend yield is 4.4%, which is high on an absolute basis. It has increased its dividend for around a decade at a lofty clip.