Finance
Agree Realty (ADC): Why the Market Is Wrong About This REIT
Date: 2026-11-04 22:53:01
Agree Realty (NYSE: ADC) continues to grow its business, increase its dividend, and deliver solid operating results, so why has the stock price been under pressure? Is the market overlooking the strength of this net lease REIT?
In this follow-up interview, I’m joined by Joey Agree, CEO of Agree Realty, to get an update on the company’s recent performance, discuss the disconnect between its business fundamentals and stock price, and explore what investors should expect going forward.
We dig into the impact of higher interest rates on ADC’s cost of capital and acquisition opportunities, the competitive landscape for quality net lease properties, and the biggest risks facing the business. We also discuss tenant credit quality, the sustainability of Agree Realty’s dividend growth, and what could drive a recovery in the stock.
In this interview, we cover:
– Agree Realty’s recent operating performance and business growth
– Why ADC’s stock price has struggled despite solid fundamentals
– Whether the market is undervaluing the company’s long-term prospects
– How higher interest rates affect acquisitions and the cost of capital
– Acquisition cap rates, financing costs, and investment spreads
– Tenant credit quality and the risks of tenant defaults
– Competition for high-quality net lease properties
– The sustainability of ADC’s dividend and future dividend growth
– What investors should watch over the next 12 months
For dividend and REIT investors, this is an opportunity to hear directly from Agree Realty’s CEO about the business, the challenges facing the company, and the long-term outlook.
Find out more: www.agreerealty.com
Subscribe to Dividend Stockpile for more REIT interviews, dividend investing discussions, income ETF reviews, and strategies for building a sustainable income portfolio.
This video is for educational purposes only and is not investment advice.
If you want a better way to track your dividend portfolio, try Yieldr!
Here is my referral link (no added cost to you):
https://yieldrapp.com/invite?fpr=stockpile
or you can use my promo code: “stockpile20” to get a 20% discount.
Join this channel to get access to perks:
https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join
