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.
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 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' 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 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.
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 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?
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.
Dividend stocks are today undervalued. Tech stocks are exciting, but dividend growth stocks are more rewarding. Here are a few of my favorite high-yielding blue-chip dividend stocks.
I emphasize the importance of nonpartisan economic and investment analysis, highlighting how political biases can distort market expectations and investment decisions. Medicaid cuts would likely have little impact on skilled nursing facility REITs, and the current selloff presents a buying opportunity for CareTrust REIT. Single-family rental REITs face challenges from high home prices and mortgage rates, but offer quality rental homes and professional management.
After a brutal December (-6.85%), the REIT sector averaged negative total returns again in January (-1.29%). Large cap (+0.30%) and mid cap REITs (+0.09%) averaged small gains in January, whereas small caps (-0.95%) and micro caps (-7.80%) started the year in the red. Only 42.58% of REIT securities had a positive total during the first month of 2025.
The 4% rule may be outdated due to current inflation and market conditions, making income stocks all the more relevant. I highlight two quality players who offer well-covered dividends and strong business models. Both companies carry strong balance sheets, and could be potentially rewarding for long-term income and growth.