September historically punishes stock investors, and this year the warning signs are louder than usual. Five monthly dividend payers have quietly pulled back to yields that look compelling right now, and Wall Street analysts are taking notice.
Realty Income has evolved into a diversified global REIT, adding international assets, private credit, and asset management businesses. O's traditional external acquisition-driven growth model is less effective at its current scale, resulting in slowing AFFO per share and dividend growth. Compared to peers like ADC and NNN, O has underperformed in AFFO and total returns over the past decade, lagging especially behind ADC.
Retirement income planning has a rhythm problem. Bills arrive monthly, but most dividend stocks pay quarterly, forcing retirees to manage lumpy cash flow across a smooth budget.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 160 | $11,728.9 | $12,172.8 | $443.9 | 3.78% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 8,768 | $664,090 | $663,123.84 | -$966.16 | -0.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,891 | $568,388.73 | $579,120.49 | $10,731.76 | 1.89% |
| JCC J. Cannon Carr, Jr. Cornercap Investment Counsel Inc | 4,255 | $275,017.6 | $331,039 | $56,021.4 | 20.37% |
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 111 | $8,102.62 | $8,296.14 | $193.52 | 2.39% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Joe Dickstein Jefferies | 459.96 | $33,333.33 | $37,311.99 | $3,978.66 | 11.94% |
| Retail REITs Industry | Real Estate Sector | Joel N. Agree CEO | NYSE Exchange | 008492100 CUSIP |
| US Country | 90 Employees | 31 Aug 2026 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.