Agree Realty

The net lease sector, with a market cap of ~$100B, has significant growth potential in diverse sub-categories like health & fitness, casinos, and data centers. Essential Properties and Agree Realty show attractive investment spreads and growth potential, but Realty Income offers the best valuation and defensive business model. Realty Income's shares are trading at 13.0x P/AFFO with a 5.8% dividend yield, making it a strong all-weather pick for long-term investors.» Mehr auf seekingalpha.com

There is an often overlooked difference between income investing and dividend growth investing. The two are not the same. Timely charts showing that inflation is even more subdued than the official CPI metrics show, but also what threatens to disrupt the disinflationary trend. A discussion of three books dividend growth investors would benefit from reading. Only one is specifically about dividend growth investing.» Mehr auf seekingalpha.com

I'm still buying Agree Realty's commons despite the REIT selloff, driven by the significant rise in long-term Treasury yields. ADC's strong financials include 12.8% revenue growth, 99.6% leased properties, and an investment-grade tenant base, supporting a 4.3% dividend yield. ADC's prudent debt maturity profile and $2 billion liquidity ensure stability, with no significant refinancing needed while Fed rates remain high.» Mehr auf seekingalpha.com