Agree Realty: The Discount Is Closing, But I See Above $80 In 2026
Real estate investment trusts (REITs) tend to shine when there is a lid on interest rates. And that rate top is secure, for reasons we'll review shortly.
Passive income is revenue generated without the earner's continuous active effort, making it a desirable financial strategy for those seeking to diversify their income streams or achieve financial independence.
Agree Realty Corporation (ADC) Q4 2025 Earnings Call Transcript
The headline numbers for Agree Realty (ADC) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Agree Realty (ADC) came out with quarterly funds from operations (FFO) of $1.11 per share, beating the Zacks Consensus Estimate of $1.1 per share. This compares to FFO of $1.04 per share a year ago.
F5 leverages high-performance ADC products, robust software growth, and partnerships like NVIDIA to capitalize on AI and hybrid multi-cloud trends. Despite the FY25 cybersecurity breach, F5's recurring revenue base and swift mitigation steps limit long-term impact; near-term growth slows but rebounds are expected in 2H FY26. Competition from cloud-native ADC providers poses a risk, but F5's enterprise focus and product innovation support a positive long-term growth outlook.
Agree Realty stands out among net lease REITs for its disciplined low-leverage strategy and focus on high-quality national tenants. ADC's innovative ground lease platform and creative portfolio management differentiate it from faster-growing peers like O. Both ADC common and preferred shares earn a Buy rating, supported by a 6%+ AFFO yield and strong risk-adjusted returns.
Agree Realty is positioned for future outperformance after recent underperformance, driven by conservative leverage and high-quality assets. ADC's 67% investment-grade tenant base, focus on freestanding assets, and ground leases enhance portfolio quality and recession resistance. With 6.8% YoY AFFO per share growth and a 4.3% yield, ADC offers superior growth rates and risk-adjusted returns versus peers.
3 Monthly Dividend Payers I'm Buying Right Now
Agree Realty and Essential Properties Realty Trust are very popular net lease REITs. They have both massively outperformed their larger peer, Realty Income. But which is the best to own going forward? I think that it is Agree Realty.
Not all REIT dividends are sustainable. Overleverage, troubled assets, and high payout ratios are clear red flags. I highlight 3 popular REITs at high risk of cutting their dividend.