Agree Realty: Premium Valuation, But Still Worth Considering
Agree Realty has outperformed peers and the S&P 500 since our last update, driven by a strong dividend yield and share price recovery. Even with the greater volatility that the broader market has been experiencing, ADC has remained resilient, but has moved to a premium valuation against peers. Despite a premium valuation, ADC's focus on quality tenants, steady AFFO growth, and strong balance sheet can justify it still being a worthwhile investment.
A Ranking Of Net-Lease REITs By Investment Spread For Q1 2025
In Q1 2025, VICI, GLPI, Agree, and Realty Income generated positive investment spreads and total returns exceeding their cost of equity, making them attractive investments. EPRT and STAG have negative investment spreads and total returns below their cost of equity, making them less favorable investment options. This analysis uses cap rates and the weighted average cost of capital to estimate investment spreads. We also compare total returns to the cost of equity to measure accretion.
Agree Realty: Outperforming Net Lease (Rating Downgrade)
Economic uncertainty and volatility in 2025 present long-term investment opportunities, especially in high-quality commercial real estate like ADC. ADC has a strong track record, with a compound annual return of over 12% since its 1994 IPO and consistent dividend growth. Despite ADC's impressive portfolio and balance sheet, current high valuations limit upside potential, making it prudent to hold rather than buy at $77 per share.
Agree Realty: Now That's What I Call A Serious Long-Term Investment
Agree Realty represents a defensive stock of high quality that investors should consider for long-term income generation because it offers a secure 4% dividend yield and resilient growth. The company has delivered a 4,000% total return since its inception and achieved a 277% total return during the last ten years. The company's exceptional portfolio, with a 99.2% occupancy rate and strategic acquisitions, alongside strong financials, underscores its investment appeal.
Boomers Are Buying 5 Safe Monthly Dividend Stocks Delivering Huge Passive Income
Passive income is characterized by its ability to generate revenue without requiring 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: The Steady Eddy Monthly Payer You Need Amidst Market Uncertainty
Agree Realty Corporation offers a solid monthly yield of nearly 3%, a recession-resistant portfolio, and astute management, making it a strong buy despite seeming expensive. Q1 2025 earnings showed robust performance with core FFO and revenue growth, driven by strategic investments and annual rent escalators. The REIT's low AFFO payout ratio of 72% and strong balance sheet with minimal debt until 2028 position ADC well for growth and stability.
Agree Realty Corporation (ADC) Q1 2025 Earnings Call Transcript
Agree Realty Corporation (NYSE:ADC ) Q1 2025 Earnings Conference Call April 23, 2025 9:00 AM ET Company Participants Reuben Treatman - Senior Director of Corporate Finance Joey Agree - President and Chief Executive Officer Peter Coughenour - Chief Financial Officer Conference Call Participants Ki Bin Kim - Truist Securities Smedes Rose - Citigroup RJ Milligan - Raymond James & Associates, Inc. Michael Goldsmith - UBS Linda Tsai - Jefferies Group LLC John Kilichowski - Wells Fargo Securities, LLC Ronald Kamdem - Morgan Stanley & Co. LLC Spenser Glimcher - Green Street Jana Galan - Bank of America Securities James Kammert - Evercore ISI Upal Rana - KeyBanc Capital Markets Rich Hightower - Barclays Operator Good morning and welcome to the Agree Realty First Quarter 2025 Conference Call. All participants will be in a listen-only mode.
Agree Realty (ADC) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Agree Realty (ADC) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Agree Realty (ADC) Tops Q1 FFO and Revenue Estimates
Agree Realty (ADC) came out with quarterly funds from operations (FFO) of $1.06 per share, beating the Zacks Consensus Estimate of $1.05 per share. This compares to FFO of $1.03 per share a year ago.
Lisata Therapeutics talks ADC breakthrough with Catalent – ICYMI
Lisata Therapeutics Inc earlier this week discussed the potential of certepetide in antibody-drug conjugate (ADC) applications through a new collaboration with Catalent. The company told investors that it entered a research license agreement with Catalent to evaluate certepetide as a payload in SMARTag dual-payload ADCs.
Enough With 60/40, Consider 100% Dividend Strategy For Retirement
The 60/40 portfolio, with 60% in equities and 40% in bonds, has long been the gold standard in the investment game. Yet, it has failed to deliver on its promise. In my view, a durable income strategy is a better approach, especially for funding retirement and becoming financially independent.
Countdown to Agree Realty (ADC) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
Get a deeper insight into the potential performance of Agree Realty (ADC) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
