Agree Realty: Upgrading The Preferred Shares To A Buy
Agree Realty's preferred shares now offer an attractive entry point after a 15% price drop, warranting an upgrade from 'hold' to 'buy.' Preferred dividends are exceptionally well covered, requiring less than 2% of AFFO, minimizing the risk of missed payments for income-focused investors. The REIT's robust balance sheet and low loan-to-value ratio provide a healthy equity cushion, further protecting preferred shareholders.
Inflation Fails To Chill Fed Cut Momentum
U.S. equity markets climbed to fresh record highs this week despite a jump in producer prices, but consumer inflation remained "cool enough" to keep the Fed on-course for September rate cuts. Despite the inflation uptick in July, all three major CPI and PPI metrics remained below the annualized levels seen in January preceding the initial wave of tariffs. Ahead of the Chair Powell's "farewell tour" in Jackson Hole, the inevitability of significantly easier monetary policy by mid-2026 - at the latest- has fully taken hold in recent weeks.
2 Of The Best Deeply Undervalued Retirement Dividend Growth Machines
Retirees tend to love stocks that combine big dividends, inflation-beating dividend growth, strong balance sheets, and durable and defensive business models. Even better, when retirees can buy these sorts of stocks at clear discounts to intrinsic value, they also can enjoy big upside potential. We share two of the best opportunities that check these boxes right now.
Rate Cuts Could Launch These 5 Commercial REIT Stocks Much Higher
While the December 2024 interest rate cut of 25 basis points may be the last until at least September, it is an excellent bet that the federal funds rate will be lower than today's effective rate of 4.23%, which is already below the long-term average of 4.61%.
How I've Built A Monster Passive Income Portfolio (And What I'm Buying Now)
I remain committed to dividend growth investing, adapting my strategy to balance growth, yield, and defensiveness amid demographic and economic shifts. My 'galley ship' portfolio model uses ballast (cash), rowers (compounders), and sails (high-yielders) to optimize for both income growth and stability. Recent portfolio adjustments focus on defensive, recession-resistant stocks and ETFs, emphasizing passive income growth regardless of market cycles.
Agree Realty Corporation (ADC) Q2 2025 Earnings Conference Call Transcript
Agree Realty Corporation (NYSE:ADC ) Q2 2025 Earnings Call August 1, 2025 9:00 AM ET Company Participants Joel N. Agree - President, CEO & Director Peter Coughenour - CFO, Secretary & Investor Relations Professional Reuben Goldman Treatman - Senior Director of Corporate Finance Conference Call Participants Bradley Barrett Heffern - RBC Capital Markets, Research Division James Hall Kammert - Evercore ISI Institutional Equities, Research Division Jana Galan - BofA Securities, Research Division Ki Bin Kim - Truist Securities, Inc., Research Division Linda Tsai - Jefferies LLC, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Richard Allen Hightower - Barclays Bank PLC, Research Division Ronald Kamdem - Morgan Stanley, Research Division Sheryl Kaul - Wells Fargo Securities, LLC, Research Division Smedes Rose - Citigroup Inc., Research Division Upal Dhananjay Rana - KeyBanc Capital Markets Inc., Research Division Wesley Keith Golladay - Robert W.
Agree Realty (ADC) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Agree Realty (ADC) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Agree Realty (ADC) Matches Q2 FFO Estimates
Agree Realty (ADC) came out with quarterly funds from operations (FFO) of $1.06 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $1.04 per share a year ago.
Why Investors Need to Take Advantage of These 2 Finance Stocks Now
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
Agree Realty: Fortress Balance Sheet And Unique Growth Model
Agree Realty stands out as a premier net-lease REIT, boasting a high-quality, diversified portfolio anchored by investment-grade, necessity-based retail tenants. ADC's disciplined, multifaceted growth strategy—acquisitions, development, and partner funding—drives superior risk-adjusted returns and justifies its premium valuation. A fortress balance sheet, robust cash flow, and consistent dividend growth position ADC as a resilient, income-focused investment amid market volatility.
My Biggest Regrets As A REIT Investor
I have made many mistakes over the years. Some have cost me a lot of money. Learn from my mistakes and avoid major losses.
2 REITs To Buy Before September 17th, 2025
The Fed is expected to cut interest rates on September 17th, 2025. This could lead to significant upside in the REIT sector. I highlight two REITs that present significant upside potential.
