Rates Down, REITs Up! It's Opportunity Cost

Net lease REITs like Realty Income, NNN, Agree Realty, and W. P. Carey are rebounding as falling treasury yields drive capital back to stable, long-duration assets. The sector's rally is fueled by a flight to safety amid turmoil in private credit and software, with REITs outperforming equity indices year-to-date. With weighted average lease terms of 10+ years, net lease REITs act as long-duration credit portfolios, highly sensitive to treasury yield movements.

Seeking Alpha • Feb 20, 2026

Agree Realty: The Discount Is Closing, But I See Above $80 In 2026

Agree Realty: The Discount Is Closing, But I See Above $80 In 2026

Seeking Alpha • Feb 19, 2026

10%+ Dividends And Stress-Free Retirement: My Top 2 Picks

Ultra-high-yield strategies (e.g., CLO equity, aggressive call option funds) risk capital destruction and income instability. Yet, conservative blue-chip income portfolios often yield too little (3-4%) to meet robust income goals or outpace inflation. My approach is to strike a balance between these two worlds.

Seeking Alpha • Feb 19, 2026

Retirees Rely On These 5 Safe High-Yield Monthly Pay Dividend Stocks

Passive income is revenue generated without the earner's continuous active effort, making it a desirable financial strategy for those seeking to diversify their income streams or achieve financial independence.

24/7 Wall Street • Feb 12, 2026

2 Triple Net Lease REITs Set To Gain As Interest Rates Tick Lower

Real estate investment trusts (REITs) tend to shine when there is a lid on interest rates. And that rate top is secure, for reasons we'll review shortly.

Forbes • Feb 12, 2026

Agree Realty Corporation (ADC) Q4 2025 Earnings Call Transcript

Agree Realty Corporation (ADC) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 11, 2026

Agree Realty Corporation Reports Fourth Quarter and Full Year 2025 Results

ROYAL OAK, Mich.--(BUSINESS WIRE)--Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced results for the quarter and full year ended December 31, 2025. All per share amounts included herein are on a diluted per common share basis unless otherwise stated. Fourth Quarter 2025 Financial and Operating Highlights: Invested approximately $377 million in 94 retail net lease properties across all three external growth platforms Commenced four development or Developer Funding Platform (“D.

Business Wire • Feb 10, 2026

Agree Realty (ADC) Q4 FFO and Revenues Top Estimates

Agree Realty (ADC) came out with quarterly funds from operations (FFO) of $1.11 per share, beating the Zacks Consensus Estimate of $1.1 per share. This compares to FFO of $1.04 per share a year ago.

Zacks Investment Research • Feb 10, 2026

Agree Realty (ADC) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

The headline numbers for Agree Realty (ADC) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Feb 11, 2026

Why Agree Realty Guided Lower for 2026, Despite a Strong Balance Sheet

I spent most of last month pulling apart net lease credit structures — Realty Income's A- rating, NNN REIT's longer-dated debt stack, the mechanics of how buffer distance from the BBB- cliff translates into real-world resilience. Each time, the question was the same: how much room does this company have before something breaks?

Benzinga • Feb 6, 2026