Due to the REITpocalypse, $ADC stock is -5.00% on a total return basis over the past 1Y, but… They just raised the dividend 1.5%, which is a month over month increase and a 3.4% increase over the annualized dividend amount of $3.144 per common share from the fourth quarter of 2025. Oh, and our PADI increased $12.39. Eventually treasury yields will go🔻and REITs will go🔺… Currently, REITs are 4% of our investment portfolio and are held for income + diversification. Do you own any REITs during this challenging cycle? Source: https://investors.agreerealty.com/press-releases/press-releases-details/2026/Agree-Realty-Declares-Increased-Monthly-Common-Dividend-f56192d14/default.aspx
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7 Comments
Vasco Duarte@vgduarte · 10d
I own $O (and want to load), $VICI (want to load, but made 11% of my income. I'll load again when it made around 9%) and $PLD (really want to buy more, because I like the business and the opportutities they offer, but I want to wait a little more because my entry point is too good. Waiting for earnings tomorrow).
Cristian @cris_d · 10d
I have just 1 reit, it is Vici properties
Thang N
@thestockman35 · 10d
I'm loving the REITpocalypse. I'm buying every REIT I think it's worth buying, as much as I can, including Agree, Realty Income, Regency, Stag, and the like. I just hope this continues, so that I can buy them at a better price. Lol.
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