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Agree Realty: A Class Of Its Own
Seeking Alpha· 2026-02-26 12:15
At High Yield Landlord , we are positioning ahead of this shift. Join now to access our Top Picks for 2026 . Our work has earned 500+ five-star reviews, and with the 30-day money-back guarantee, you have everything to gain and nothing to lose.Jussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices, and private equity firms on REIT investing. He has authored award-winning academic papers on REIT investing, has passed all three CFA exam ...
ADC Therapeutics to Participate in March Investor Conferences
Prnewswire· 2026-02-24 12:15
Inducement Plan[ADC Therapeutics SA (NYSE: ADCT), a commercial-stage global leader and pioneer in the field of antibody drug conjugates (ADCs), today announced that...][More Releases From This Source]## Explore[Health Care & Hospitals][Medical Pharmaceuticals][Conference Call Announcements][News Releases in Similar Topics]---- -- ADC Therapeutics to Participate in March Investor Conferences [Accessibility Statement] Skip NavigationLAUSANNE, Switzerland, Feb. 24, 2026 /PRNewswire/ -- ADC Therapeutics SA (NYS ...
ADC Therapeutics Announces Amended HealthCare Royalty Financing Agreement
Prnewswire· 2026-02-23 12:15
LAUSANNE, Switzerland, Feb. 23, 2026 /PRNewswire/ -- ADC Therapeutics SA (NYSE: ADCT), a commercial-stage global leader and pioneer in the field of antibody drug conjugates (ADCs), today announced that it has entered into an amendment to its royalty purchase agreement with entities managed by HealthCare Royalty. ® Based on confidence in the long-term outlook for ZYNLONTA, ADC Therapeutics negotiated mutually beneficial updated terms with HealthCare Royalty, offering greater strategic flexibility to the Comp ...
Rates Down, REITs Up! It's Opportunity Cost
Seeking Alpha· 2026-02-20 12:05
Core Viewpoint - Triple net lease REITs are considered essential to the real estate investment trust (REIT) sector, characterized by a straightforward business model that enhances the real estate investment experience [1]. Group 1 - The NNN lease structure simplifies property investment, making it appealing for investors [1]. - The article emphasizes the importance of properties being acquired under this model, which is central to the operations of triple net lease REITs [1].
10%+ Dividends And Stress-Free Retirement: My Top 2 Picks
Seeking Alpha· 2026-02-19 15:56
Group 1 - The article discusses various strategies for income investing, categorizing them into two broad approaches [3] - The first approach focuses on maximizing returns from the early stages of investment, which involves taking on higher risks [3] Group 2 - No additional relevant content available for this section [1]
Agree Realty: The Discount Is Closing, But I See Above $80 In 2026
Seeking Alpha· 2026-02-19 12:30
Core Viewpoint - Agree Realty (ADC) is recognized as a leading quality REIT in the market [1] Group 1 - The company is positioned at the top of the list for quality among REITs [1] - The analyst has a beneficial long position in ADC shares, indicating confidence in the company's performance [3] - The article emphasizes the importance of quality in dividend investing, particularly for blue-chip stocks and REITs [2]
Agree Realty After Q4 2025: Solid Balance Sheet, A3 Potential And Stable Returns
Seeking Alpha· 2026-02-14 08:08
分组1 - The article focuses on tracking changes in Agree Realty Corporation (ADC) following its Q4 earnings announcement [1] - It highlights the company's financial and credit metrics, indicating a detailed analysis of its performance [1] - The article mentions the expertise of Denislav Iliev, who leads a team of analysts identifying mispriced investments in fixed-income and closed-end funds [1] 分组2 - The investing group Trade With Beta, led by Denislav Iliev, provides features such as frequent picks for mispriced preferred stocks and baby bonds [1] - The service includes weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1] - The article invites active investors to join a free trial and engage in discussions within a chat room of sophisticated traders [1]
Retirees Rely On These 5 Safe High-Yield Monthly Pay Dividend Stocks
247Wallst· 2026-02-12 12:46
Core Viewpoint - Monthly pay dividend stocks are highlighted as a reliable source of passive income for retirees, especially in the context of rising inflation and monthly expenses [1]. Group 1: Importance of Monthly Dividend Stocks - Monthly dividend stocks provide a steady stream of passive income, which is crucial for retirees managing monthly bills [1]. - Since 1926, dividends have contributed approximately 32% to the total return of the S&P 500, emphasizing their importance alongside capital appreciation [1]. - A study indicates that dividend stocks delivered an annualized return of 9.18% from 1973 to 2023, significantly outperforming non-payers, which returned 3.95% [1]. Group 2: Featured High-Yield Monthly Dividend Stocks - **Realty Income**: A REIT with a 5.21% dividend yield, it has paid monthly dividends for over 55 years and owns over 15,000 properties across various countries [1]. - **Main Street Capital**: Offers a 4.89% monthly dividend and focuses on providing capital solutions to private companies, with a strong history of monthly dividends [1]. - **Stag Industrial**: This industrial REIT has a 3.80% monthly dividend yield and focuses on single-tenant industrial properties, boasting a 97% occupancy rate [2]. - **Agree Realty Corporation**: A mid-cap REIT with a 4.13% dividend yield, it specializes in properties net-leased to retailers, ensuring a diversified portfolio [2]. - **EPR Properties**: This REIT focuses on experiential properties and offers a 6.28% dividend, with investments in various entertainment sectors [2].
Agree Realty Corporation 2025 Q4 - Results - Earnings Call Presentation (NYSE:ADC) 2026-02-12
Seeking Alpha· 2026-02-12 08:03
Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]
Agree Realty Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-11 18:50
Core Insights - Agree Realty increased its 2026 investment guidance to $1.4 billion to $1.6 billion, representing a 10% increase from the previous range, supported by a pipeline exceeding $0.5 billion [1][7] - The company reported a year of "consistent execution" in 2025, with a more constructive outlook for 2026 due to higher investment guidance and operational efficiencies [5] Financial Performance - Core FFO per share was $1.10 in Q4 and $4.28 for the full year, showing year-over-year increases of 7.3% and 5.1% respectively [2] - AFFO per share for Q4 was $1.11, up 6.5% year-over-year, and $4.33 for 2025, at the high end of guidance, representing 4.6% growth [2] - For 2026, the company initiated full-year AFFO per share guidance of $4.54 to $4.58, implying 5.4% year-over-year growth and 10% two-year stacked growth [3][8] Investment and Acquisitions - In 2025, Agree Realty invested nearly $1.6 billion across 338 properties, with over $1.4 billion from acquisitions at a 7.2% weighted average cap rate [10] - In Q4, the company invested about $377 million across 94 properties, with acquisitions carrying a 7.1% weighted average cap rate [9] Development and Construction - The development and DFP platforms had a record year with 34 projects representing approximately $225 million of committed capital [12] - Management noted that construction costs remain stable, with typical junior box vertical costs around $160 per square foot, compared to $95 pre-pandemic [14] Portfolio Operations - The company executed new leases, extensions, or options on over 640,000 square feet in Q4 and about 3 million square feet for the full year, achieving a 104% recapture rate [15] - At year-end, the portfolio included nearly 2,700 properties with a 99.7% occupancy rate, up 50 basis points since Q1 [16] Balance Sheet and Liquidity - Agree Realty ended the year with over $2 billion of liquidity and raised about $1.5 billion of long-term capital in 2025 [6][19] - The company has no material debt maturities until 2028 and holds a Fitch A- rating [19] Dividend Information - The company declared monthly dividends of $0.262 per share for Q4, equating to an annualized dividend of over $3.14 per share, reflecting a 3.6% year-over-year increase [21]