Agree Realty Vs. NNN REIT: Two 70% Payouts, 4x Unsettled Equity

Agree Realty (NYSE:ADC) and NNN REIT (NYSE:NNN) entered the second half with annualized dividend payout ratios separated by less than half a percentage point.

Benzinga • Aug 7, 2026

2 Dividend Snowballs I'm Rolling Into Retirement

The current market is built around AI. We are seeing more and more signs that the market is getting exhausted by the AI hype. In this setting, I am extra skeptical about high-risk and “too good to be true” yield instruments.

Seeking Alpha • Aug 4, 2026

5 Safest High-Yield Monthly Pay Dividend Stocks Retirees Trust in August

Retirees heading into fall want two things from an income portfolio: a check that shows up every 30 days, and a dividend that will not be cut.

24/7 Wall Street • Aug 3, 2026

Agree Realty: The Best Pure Retail REIT

ADC remains a hold due to its high valuation despite outstanding portfolio quality and defensive tenant mix. ADC's portfolio boasts 99.8% occupancy, 66% investment-grade tenants, and leading rent PSF, underpinning its sector outperformance. Recent acquisitions averaged a 7% cap rate with 11.2-year WALT, supporting raised AFFO/share growth guidance to nearly 6% for 2024.

Seeking Alpha • Aug 3, 2026

Agree Realty Q2: Growing, Growing, Growing

ADC delivered a strong Q2 with record acquisition activity, robust AFFO growth, and raised guidance across key metrics. ADC leverages a sector-leading cost of capital, maintaining a 150 basis point investment spread and a conservative balance sheet with net debt/EBITDA at 3.7x. External growth is fueled by aggressive equity issuance, but current valuation offers less yield than peers and is comparable to risk-free assets.

Seeking Alpha • Aug 1, 2026

My 5-Step REIT Due Diligence Process To Find Winners

My simple 5-step process for analyzing REITs. Management and balance sheets matter most. Valuation only comes last in my process.

Seeking Alpha • Aug 1, 2026

Agree Realty Q2 Earnings Call Highlights

Agree Realty NYSE: ADC reported record second-quarter investment activity and raised its full-year outlook, citing strong acquisition, development and portfolio performance.

MarketBeat • Jul 31, 2026

Agree Realty Corporation (ADC) Q2 2026 Earnings Call Transcript

Agree Realty Corporation (ADC) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 31, 2026

Agree Realty Corporation Reports Second Quarter 2026 Results

ROYAL OAK, Mich.--(BUSINESS WIRE)--Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced results for the quarter ended June 30, 2026. All per share amounts included herein are on a diluted per common share basis unless otherwise stated. Second Quarter 2026 Financial and Operating Highlights: Invested a Company record of approximately $502 million in 102 retail net lease properties Commenced five development or Developer Funding Platform (“DFP”) projects for total committed capita.

Business Wire • Jul 30, 2026

Agree Realty (ADC) Surpasses Q2 FFO and Revenue Estimates

Agree Realty (ADC) came out with quarterly funds from operations (FFO) of $1.14 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to FFO of $1.06 per share a year ago.

Zacks Investment Research • Jul 31, 2026