EricGerrard/E+ via Getty ImagesWritten by Sam Kovacs Introduction After a great run in November and December, REITs have tumbled so far in 2024. Triple Net Lease REITs have been falling more. While the SPDR Select Real Estate Fund (XLRE) is down 5% YTD, some of the larger triple net REITs are down 8-14%, namely: Realty Income (O), WP Carey (WPC), Agree Realty (ADC), and National Retail Properties (NNN). XLRE vs O vs WPC vs NNN vs ADC (Dividend Freedom Tribe)One of our members asked: Just seems all the T ...

Agree Realty (ADC) reported $144.17 million in revenue for the quarter ended December 2023, representing a year-over-year increase of 23.7%. EPS of $1.00 for the same period compares to $0.44 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $141.74 million, representing a surprise of +1.71%. The company has not delivered EPS surprise, with the consensus EPS estimate being $1.00.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...

Jesus Calonge/Moment via Getty Images We covered Agree Realty Corporation (NYSE:ADC) for the first time in September 2023. Our title gave away the thesis. We liked what we saw from a debt management perspective, and we were impressed by the risk management. However, we just could not get to a buy rating with cheaper alternatives out there. The stock has meandered around a small range, and there was certainly no loss in sitting out. Seeking Alpha The irony was that we named W. P. Carey Inc. (WPC) as one of t ...

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number 001-12928 AGREE REALTY CORPORATION Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR Securities Registered Pursuant to Section 12(g) of the Act: None Indicate b ...

martin-dm/E+ via Getty Images Agree Realty Corporation (NYSE:ADC) investors have had a year to forget, as ADC posted a 1Y total return of -17.4%, a significant deviation from its 10Y total return CAGR of 12.19%. As a result, ADC bulls could point to the potential for a significant mean-reversion opportunity for the leading net lease retail REIT as we emerge from the Fed's hiking regime. I last updated ADC investors in October 2022, as I upgraded the stock. That thesis worked for three months, but ADC to ...

With most companies distributing dividends quarterly, investors needing predictable monthly cash flow could desire more frequent payouts.The good news is that there are a number of securities that pay dividends on a monthly basis, helping to deliver a steady stream of income. This article will discuss three of the best monthly dividend stocks right now.STAG Industrial (STAG)Source: Don Pablo / Shutterstock.comSTAG Industrial (NYSE:STAG) is an owner and operator of industrial real estate. It is focused on si ...

tadamichi By Andrew Prochnow The beginning of the 2024 trading year resembles the end of the previous one, with numerous stocks recording gains in the initial 30 days of trading. Thus far in 2024, the S&P 500 has seen an increase of around 2%, with the Nasdaq Composite showing a more substantial rise closer to 3%. Similar to last year, technology stocks have notably surged at the start of the new year. Listed below are some of the top-performing stocks from the first month of the 2024 trading year (fil ...

Led by the return to favor of front-running growth stocks, the S&P 500 has once again hit record levels. That's good news, but it can also make it more challenging to identify good positions to take at this point.From a retirement point of view, there are still plenty of good options for those seeking growth and income, including some real estate dividend stocks that have yet to fully take part in the newly emerged bull market.Three favorites of mine are Agree Realty (ADC -0.30%), Alexandria Real Estate Equ ...

chaofann The REIT market is vast and versatile with something for everyone. Some REITs are better suited for income investors. Others are better suited for growth investors. And some are even attractive for deep value investors. But there are about ~10 REITs that I think every investor should consider. Those REITs are rare in that they tick all the boxes. They have superior business models that have the potential to deliver above-average returns with below-average risk and that's what active investing ...

vitpho/iStock via Getty Images This article was coproduced with Wolf Report. I don't mind sounding like a broken record. In fact, I rather like it. It implies that I'm of a high conviction in the companies where my stakes are the highest. So, when I am updating here on Agree Realty Corporation (NYSE:ADC), a company I wrote about not that long ago, I do so because the short term has changed in terms of valuation, but the long-term outlook certainly has not. Agree is an overweight position (for Wolf and Brad) ...