Why REITs May Pummel Tech
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.
Big Dividends From A Recession-Resistant Portfolio
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%.
Why Agree Realty Stock Jumped Over 11% in July
Agree Realty posted strong second-quarter results in July. The REIT also received a credit rating upgrade.
This High-Yield Dividend Stock Continues to Show Why It's a Phenomenal Passive Income Investment
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.
A Must-Read Net Lease Masterclass For REIT Investors
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.
An Important Warning For High-Yield Dividend Stocks
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 Set To Outperform Its Peers: Here's Why
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.
Agree Realty: Better Than Realty Income For Most Investors
The Real Estate sector is the top-performing sector over the past month, with several top-tier companies up double-digits.
Agree Realty: A Rock Solid Option For Income And Safety
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.
Agree Realty: Not As Attractive, But Still Bullish (Rating Downgrade)
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.
Should You Buy Agree Realty While It's Below $70?
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.
Soft Landing Secured
U.S. equity markets posted mixed performance while interest rates dipped to four-month lows as a lukewarm start to corporate earnings season and mixed economic data reinforced Fed rate cut expectations. Another twist in a wild month of politics, President Biden announced that he would not seek reelection, instead endorsing VP Harris, setting the stage for a more competitive November election. The S&P 500 slipped 0.8% on the week as the powerful "value rotation" trade extended into a third-week. The Small-Cap 600 rallied 3.6% while the mega-cap Nasdaq 100 dipped 2.6%.
