Tariff risks are underappreciated by the market; persistently high tariffs could weigh on economic growth, and investor complacency is unwarranted. Slowing population growth and deportations threaten U.S. economic expansion, especially in labor-dependent sectors, as immigration is key to workforce and consumption growth. Utility-scale renewables remain resilient despite policy headwinds, with cost competitiveness and strong demand from major tech firms supporting continued growth.
Agree Realty is a high-quality, well-managed REIT with a resilient, investment-grade tenant base and a disciplined acquisition strategy. The recent price dip presents an attractive entry point, offering a 4.3% yield and a forward P/FFO of 16.7. ADC's strong balance sheet, high liquidity, and focus on necessity-based retail support its well-protected dividend and long-term growth.
Agree Realty stands out for its disciplined capital allocation, conservative underwriting, and sector-leading balance sheet strength among net lease REITs. ADC prioritizes e-commerce-resistant tenants, maintains high investment-grade exposure, and consistently demonstrates prudent acquisition and disposition strategies. The company's low leverage and minimal near-term debt maturities shield it from interest rate headwinds, supporting reliable AFFO growth and dividend safety.
![]() ADC 4 months ago Paid | Monthly | $0.25 Per Share |
![]() ADC 5 months ago Paid | Monthly | $0.25 Per Share |
![]() ADC 6 months ago Paid | Monthly | $0.25 Per Share |
![]() ADC 7 months ago Paid | Monthly | $0.25 Per Share |
![]() ADC 8 months ago Paid | Monthly | $0.25 Per Share |
21 Jul 2025 (In 1 week) Date | | 0.45 Cons. EPS | - EPS |
21 Apr 2025 Date | | - Cons. EPS | - EPS |
11 Feb 2025 Date | | 0.44 Cons. EPS | 0.41 EPS |
22 Oct 2024 Date | | 0.43 Cons. EPS | 0.42 EPS |
30 Jul 2024 Date | | 0.44 Cons. EPS | - EPS |
![]() ADC 4 months ago Paid | Monthly | $0.25 Per Share |
![]() ADC 5 months ago Paid | Monthly | $0.25 Per Share |
![]() ADC 6 months ago Paid | Monthly | $0.25 Per Share |
![]() ADC 7 months ago Paid | Monthly | $0.25 Per Share |
![]() ADC 8 months ago Paid | Monthly | $0.25 Per Share |
21 Jul 2025 (In 1 week) Date | | 0.45 Cons. EPS | - EPS |
21 Apr 2025 Date | | - Cons. EPS | - EPS |
11 Feb 2025 Date | | 0.44 Cons. EPS | 0.41 EPS |
22 Oct 2024 Date | | 0.43 Cons. EPS | 0.42 EPS |
30 Jul 2024 Date | | 0.44 Cons. EPS | - EPS |
REIT - Retail Industry | Real Estate Sector | Joel N. Agree CEO | NYSE Exchange | 008492100 Cusip |
US Country | 75 Employees | - Last Dividend | - Last Split | - IPO Date |
Agree Realty Corporation is a distinguished Maryland corporation, operating as a fully integrated real estate investment trust (REIT). Since its establishment in 1971 by Richard Agree, who notably holds the position of Executive Chairman, the company has committed itself to the ownership, acquisition, development, and management of retail properties. These properties are primarily net leased to top-tier tenants, positioning the company as a leader in the retail real estate sector. The company’s shares have been publicly traded on the New York Stock Exchange since 1994, marking a significant milestone in its history. As of March 31, 2024, Agree Realty Corporation boasts ownership of 2,161 properties. This portfolio encompasses an impressive total gross leasable area (GLA) of approximately 44.9 million square feet, reflecting the company’s significant impact on the retail property market.
Agree Realty Corporation holds an extensive portfolio of retail properties, which are strategically net leased to leading tenants across various industries. This facet of the business underscores their ability to cultivate and manage relationships with significant retail players, ensuring stable and long-term lease agreements.
The company actively engages in the acquisition of retail properties, with a keen focus on expanding its portfolio in alignment with strategic goals. Through careful selection, Agree Realty Corporation invests in properties that promise growth and sustainability, enhancing its investment value over time.
Beyond ownership and acquisition, Agree Realty Corporation is deeply involved in the development of retail properties. This includes the conceptualization and construction of new properties, along with the redevelopment of existing sites, ensuring they meet the evolving needs of tenants and the market.
The comprehensive management services offered by Agree Realty Corporation cover all aspects of property management. This involves operational oversight, maintenance, and enhancements, aimed at maximizing the performance and value of each property within the portfolio.