Markets Gone Wild
US equity markets fluctuated wildly in a tumultuous week - ultimately ending with the best weekly gains since November 2023 - after the White House announced a delay on the most "reciprocal" tariffs. Following several days of extreme volatility in which tremors of instability were felt across global markets, investors exhaled as the Administration's tariff messaging pivoted from "retribution" and "score-settling" to dealmaking. Government bond markets were in focus throughout the week as the 10-Year Treasury experienced significant and still-unexplained weakness, failing to act as typical "safe havens" during the market plunge.
Embrace The Fear: 2 Safe-Havens To Take Shelter In During The Market Storm
Tariffs have caused market turmoil, but long-term investors should consider recession-resistant REITs like CareTrust and Agree Realty to limit downside. CareTrust REIT has strong fundamentals, a low-leveraged balance sheet, and a growing portfolio, making it a solid choice during economic uncertainty. Agree Realty offers a recession-resistant portfolio with investment-grade tenants, a monthly dividend, and a strong balance sheet, positioning it well for market volatility.
Mercy, Mercy, Mercy
President Trump's tariff strategy is a high-stakes gamble that could either revive U.S. manufacturing or lead to inflation and economic retaliation. I believe the likelihood of a recession during Trump's term is now 100%, with JPMorgan raising the odds to 60% in the near term. Focus on high-quality, recession-resistant REITs like Healthpeak Properties, Terreno, Equity LifeStyle, and Agree Realty for stable returns amid market volatility.
Need Dependable Passive Income Paid Monthly? Here Are Our 5 Favorite High-Yield Stocks
Many dividend investors seek solid passive income from quality dividend stocks.
4 Top Dividend Stocks Yielding Around 4% to Buy Without Hesitation in April
Many companies have de-emphasized paying dividends over the years. That's one reason the dividend yield on the S&P 500 is only around 1.3% these days.
Why Agree Realty Is A Buy And Hold For Retirement Income
New investors often aim to beat the market but should focus on downside protection, recession resiliency, and income for long-term success. Agree Realty offers stability with a strong balance sheet, high-quality tenants, and prudent portfolio management, making it a reliable investment. ADC's growth is supported by strategic acquisitions at attractive cap rates and disciplined capital allocation, justifying its premium valuation.
Agree Realty: Is This Retail REIT Still A Buy After Sustained Rally? (Rating Downgrade)
Agree Realty is paying out a 4% dividend yield, with AFFO guidance for its fiscal 2025 signalling healthy growth. There are no significant debt maturities until 2028 as ADC intends to invest at least $1.1 billion in net lease properties this year. The REIT's Series A preferreds offer a yield on cost that's 215 basis points greater than the commons, as the performance of both securities has diverged.
ADC Therapeutics: Promise Remains, But Fortunes Rest On Success Of Single Trial In 2025
ADC Therapeutics' primary focus is on the CD19-targeted antibody-drug conjugate Zynlonta, with key trials like LOTIS-5 and LOTIS-7 shaping its future prospects. Financially, ADCT holds $274.3 million in cash but faces a net loss, with a cash runway of approximately two years. The company's near-term success hinges on the results of the LOTIS-5 trial, crucial for confirming Zynlonta's efficacy and potential market expansion.
Agree Realty: The Quality Speaks For Itself
Agree Realty is a top REIT investment with a 31% total return since my first coverage in 2024. ADC boasts a strong portfolio with 2,370 properties, 99.6% occupancy, and 68% rent roll from investment-grade tenants. ADC's disciplined investment strategy and robust balance sheet, with no major debt until 2028, ensure dividend safety and growth.
Dividends Come Back Into Vogue: My Favorite Places For Income Extraction
Currently, we have many signs pinpointing to a value factor outperforming growth. It seems that the dividend-oriented stocks might become the new glamour. In this article, I elaborate on the key reasons why I think so. I highlight 3 specific high and durable yield segments that could really deliver superior returns going.
Realty Income Vs. Agree Realty: What Is The Best REIT To Buy In 2025?
Realty Income and Agree Realty are two of the most popular REITs. Each offers unique pros and cons to investors. But which is the best to buy today?
A $5,000 Monthly Income Portfolio For A 'SWAN' Retirement
In this article, I share a three-category portfolio approach to achieve $5,000 of durable monthly current income streams. With durable monthly distributions, I mean well-mitigated dividend cut risk and inflation-protected income. I also provide concrete investment ideas that tick the necessary boxes for being included in the portfolio.
