Net-lease REITs remain resilient amid economic uncertainty, with stable interest rates supporting increased investment activity and positive guidance across the sector. Monetary policy (interest rates), not fiscal policy (tariffs), is the key driver for net-lease REIT performance, supporting a bullish outlook for the sector. Investment spread and total return analysis highlight VICI, First Indu...
Realty Income (O -0.56%) and Agree Realty (ADC 0.20%) are competitors in the net lease niche of real estate investment trust (REIT) arena. Realty Income is still down around 25% from its pre-coronavirus pandemic highs, while Agree Realty has rallied back some and is now just 10% below its peak.
REITs are poised to outperform in the coming years as interest rates are expected to decline, reversing recent underperformance. NNN REIT offers an attractive entry point with a strong yield, conservative payout, and potential price appreciation as headwinds subside. Alexandria Real Estate Equities is fundamentally sound despite recent price drops, offering a high yield and significant upside i...
Building resilient portfolios means pairing stocks with complementary strengths, like growth + income or stability + upside. I focus on combos that balance risk/reward, whether it's sector exposure, cash flow durability, or macroeconomic trends. In this article, I discuss two combos with a unique focus on consumer spending, housing, real estate, and energy.
Every month, we screen for higher-yielding dividend-paying stocks, but also those that have a trend of generally growing dividends. Those include dividend payers that screen well based on quant grades that suggest the dividends are relatively safe. We have two new names making the top of the list this month, which we haven't discussed before, but they unfortunately appear to have some real conc...
I hunt investments that combine safety, income, and growth, avoiding hype and focusing on long-term, high-quality opportunities. Some areas are unloved and undervalued, offering income, potential growth, and protection against inflation, perfect for patient investors. I seek places with professional management, liquidity, and dual potential, giving me both steady income and the chance for capit...
ROYAL OAK, Mich.--(BUSINESS WIRE)--Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced that Kirk Klatt has joined the Company as Vice President of Leasing. Mr. Klatt will be responsible for leading the Company's leasing function and management of key retailer relationships. Mr. Klatt has over 20 years of real estate leasing, acquisition, and operational experience. Previously, ...
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 protec...
StocksGuide is the ultimate tool for easily finding, analyzing and tracking stocks. Learn from successful investors and make informed investment decisions. We empower you to become a confident, independent investor.