Agree Realty: The Selloff Has Created An Attractive Income Opportunity

Agree Realty Corporation remains a Buy, with ADC.PR.A preferred shares upgraded to Strong Buy for compelling risk-adjusted income. ADC demonstrates resilient AFFO growth and prudent capital recycling and maintains a 99.8% leased portfolio, supporting a sustainable 4.94% dividend yield. Rising capital costs could challenge immediate acquisition accretion, but long-term compounding from rent escalators and selective investments remains intact.

Seeking Alpha • Oct 22, 2026

Agree Realty: 3 Key Takeaways for Long-Term Investors

Agree Realty reduced 2026 investment volume guidance to $1.6 billion. The company's retail portfolio reached 99.8% occupancy in the third quarter.

The Motley Fool • Oct 22, 2026

What Agree Realty (ADC) Said on Its Q3 Earnings Call

Agree Realty NYSE: ADC reported third-quarter 2026 core funds from operations and adjusted funds from operations of $1.15 per share, each up 4.9% from the prior-year quarter, while maintaining portfolio occupancy of 99.8%.

MarketBeat • Oct 21, 2026

Agree Realty Corporation (ADC) Q3 2026 Earnings Call Transcript

Agree Realty Corporation ( ADC ) Q3 2026 Earnings Call October 21, 2026 9:00 AM EDT Company Participants Reuben Treatman - Senior Director of Corporate Finance Joey Agree - President, CEO & Director Peter Coughenour - CFO, Secretary & Investor Relations Professional Conference Call Participants Richard Hightower - Barclays Bank PLC, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Nicholas Joseph - Citigroup Inc., Research Division Jana Galan - BofA Securities, Research Division Ronald Kamdem - Morgan Stanley, Research Division Brad Heffern - RBC Capital Markets, Research Division Eric Borden - BMO Capital Markets Equity Research Alec Feygin - Robert W. Baird & Co. Incorporated, Research Division Upal Rana - KeyBanc Capital Markets Inc., Research Division Robert Stevenson - Huntington Securities, Inc., Research Division James Kammert - Evercore ISI Institutional Equities, Research Division Michael Gorman - BTIG, LLC, Research Division Connor Siversky Presentation Operator Good morning, and welcome to the Agree Realty Third Quarter 2026 Earnings Call.

Seeking Alpha • Oct 21, 2026

Agree Realty: 7.3% Acquisitions, $75 Equity, And A $67 Stock

Agree Realty Corporation delivered a respectable quarter, with AFFO and Core FFO slightly beating consensus estimates. ADC reduced full-year 2026 investment guidance from $1.7B to $1.6B while raising disposition targets to $100–$150M. Acquisitions remain accretive, with Q3 2026 deals averaging a 7.3% cap rate, comfortably above ADC's WACC.

Seeking Alpha • Oct 21, 2026

Agree Realty Corporation Reports Third Quarter 2026 Results

ROYAL OAK, Mich.--(BUSINESS WIRE)--Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced results for the quarter ended September 30, 2026. All per share amounts included herein are on a diluted per common share basis unless otherwise stated. Third Quarter 2026 Financial and Operating Highlights: Invested approximately $358 million in 94 retail net lease properties Commenced six development or Developer Funding Platform (“DFP”) projects for total committed capital of approximately.

Business Wire • Oct 20, 2026

Agree Realty (ADC) Beats Q3 FFO and Revenue Estimates

Agree Realty (ADC) came out with quarterly funds from operations (FFO) of $1.15 per share, beating the Zacks Consensus Estimate of $1.14 per share. This compares to FFO of $1.1 per share a year ago.

Zacks Investment Research • Oct 20, 2026

A $750,000 Dividend Portfolio Could Lose $13,920 a Year to Taxes. Here's the Roth Alternative

Parking high-yield BDCs and REITs in a taxable account quietly hands the IRS a check every April, and most investors never calculate exactly how much they are giving away each year across their entire portfolio.

24/7 Wall Street • Oct 20, 2026

What To Watch This REIT Earnings Season

Rate Shock: REITs enter earnings season on their back foot amid a renewed surge in long-term rates, facing a materially different cost-of-capital and financing environment than just three months ago. The rate surge is again stressing highly leveraged borrowers, particularly across private markets. Public REITs are better positioned, but remain exposed through refinancing, tenant credit, and equity valuations. Higher rates have brought an important silver lining: years of expensive capital are finally curbing construction, with shrinking pipelines beginning to support occupancy, rents, and landlord pricing power.

Seeking Alpha • Oct 20, 2026

3 Dividend Stocks That Let You Collect Rent Without Becoming a Landlord

Net lease REITs let you collect rent checks without fixing a single leaky faucet, but not all three of these monthly payers carry the same risks, growth rates, or tenant quality under the hood.

24/7 Wall Street • Oct 19, 2026