Agree Realty Q3 Earnings: Buying What They Are Selling

Core Insights - The net lease sector has shown signs of returning to stability after several tumultuous years [1] Group 1: Market Overview - The article discusses yield in the net lease sector, indicating a focus on investment opportunities within this area [1] - The author has over ten years of experience in the real estate industry, including roles in an S&P 500 REIT and a Big Four consulting group, which adds credibility to the analysis [1] Group 2: Investment Position - The author holds a beneficial long position in shares of ADC, O, NNN, and EPRT, indicating a positive outlook on these companies within the net lease sector [1]