10Mon·

Today I bought 5 shares of $ADC (-1.07%) - Agree Realty (DCA Tuesday).

One of the highest quality REITs in my opinion. Share prices are hammered due to interest rates, but they seem very capable to keep delivering steady, growing dividends over time.

Currently owning 62 shares of $ADC (-1.07%) - I need 6 more to clinch my target of receiving $200 / year in dividends from Agree Realty.

What do you think about this REIT?

47 Comments

Paul@LevenvanDividend

10Mon

Better balance sheet, better tenants (70% vs 40% investment grade tenants), better runway for growth. But I also think Realty Income is good value at these prices.

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Ruud@Rsoeters

10Mon

REITS...I have invested in my own house. Does that count😅

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Richard@trabajohombre

10Mon

I like ADC, own 92 shares. Been buying since the crash last year. Will buy more as long as the price stays on these levels

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Paul@LevenvanDividend

10Mon

@trabajohombre very nice. Management is also very good and disciplined.

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PeterH@Dartbord

10Mon

Love this REIT. I'm taking some BTC profits and buying some ADC soon!

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Marco@MD72

10Mon

I really liked the first "Geldboomshow"......keep on going....

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Paul@LevenvanDividend

10Mon

@MD72 Thank you. I really like it myself, so that helps to continue with it :)

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Saschko@WarrenamBuffet

10Mon

The better $O If you Look at growth :)

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Paul@LevenvanDividend

10Mon

@Dreamliner I Agree 🤣

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vladvn@growth_ninja_344

10Mon

@Dreamliner I actually disagree... Growth is an important component of $ADC. And it is undervalued now.

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Saschko@WarrenamBuffet

10Mon

@growth_ninja_344 yes i Said the growth aspect is better at $ADC than $O i own both :)

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vladvn@growth_ninja_344

10Mon

@Dreamliner didn't get you at the beginning , sorry. I have both too. 😉

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Saschko@WarrenamBuffet

10Mon

@growth_ninja_344 no Problem:)

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GeldOpGeld@GeldOpGeld

10Mon

I bought 162 shares of $O (Realty Income) recently due to the high current yield of 5,8% dividend and steady 4,3% CAGR. I think that $O can maintain this growth as well. Why do you prefer $ADC over $O?

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CartoonLifeStyle@trade_whisperer_329

10Mon

I think the REIT bubble is about to pop, this is why I don't have these things in my portfolio.

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Paul@LevenvanDividend

10Mon

@trade_whisperer_329 You could be right. Although it has popped a lot already over the past year.

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Richard@trabajohombre

10Mon

@trade_whisperer_329 what reit bubble? Most reits are +0% on the 5 year chart and down 30% since their highs. How is that a bubble?

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Nick@Nick_T88

10Mon

Nice numbers from NN today. Maybe dedicate nice video about it on your YouTube channel? 😁

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Paul@LevenvanDividend

10Mon

@Nick_T88 Its coming online in 17 mins (17h dutch time)

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Paul@LevenvanDividend

10Mon

It's hard to take profits from bitcoin 🙂

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Marco@MD72

10Mon

@LevenvanDividend I am not a trader, wait for the halving or keep it forever...Crypto is high risk and just a small portion of my portfolio

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PeterH@Dartbord

10Mon

@LevenvanDividend why?

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Paul@LevenvanDividend

10Mon

@Dartbord because it always feels like it can go higher. :) But its smart to do.

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PeterH@Dartbord

10Mon

@LevenvanDividend Ah on that bike ;-) I learned from last cycle. This time I'm taking profits for sure haha.

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Michel V.@Noord26

10Mon

Couldn't decide between $O or $ADC. So
added both equally and we will see what will happen. Are the only reits I own.

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mvarcox@mvarcox

10Mon

Also bought another 20 shares last Friday, solid company and insiders still buying… sounds good to me!

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Paul@LevenvanDividend

10Mon

@Mvarcox Yeah the insiders are 'putting their money, where their mouth is.'

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Marco@MD72

10Mon

Hi Paul, just bought 4x CVX and 2x O

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Paul@LevenvanDividend

10Mon

@MDae72 Very nice!

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Marco@MD72

10Mon

My DCA monday....

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Marco@MD72

10Mon

I like O and ADC both as monthly income retail REITS, also NNN is on my watchlist but for now 2 is enough....

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Belle D.@Belle_Dividends

10Mon

One of the better and possibly the best REITS yes.
But many REITS (also in Belgium) are at this very moment trading at a very low valuation.

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Marco@MD72

10Mon

BDC Goldman Sachs.....high risk, high reward..

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Marco@MD72

10Mon

So many people want to start a business.....

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Roger@Vagabond73

7Mon

Agreed Paul, I have this one too, one of the better REITs. P.S. I have now linked Getquin to my own broker, works fine in itself. I do find it annoying that it keeps misreading certain rules (e.g. Rabobank Certificaten 6.5%). Do you happen to know a solution for this?

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Paul@LevenvanDividend

7Mon

@Vagabond73 Actually no, sorry. You can ask support though, from Getquin itself, if all goes well someone will respond. I don't have those certificates myself. If it really doesn't work, please let me know. I can save some questions from various users and mail them to my Getquin contact.

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Roger@Vagabond73

7Mon

@LevenvanDividend Thanks for replying, will check with Support!

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Marco@MD72

10Mon

The buybacks from ADC are comforting although O is still the big brother...

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Marco@MD72

10Mon

Learning more about BDC's , their diversification, high dividend and upcoming lower interest rates, I decided to sell my small regional bank PWOD and buy

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Paul@LevenvanDividend

10Mon

@MD72 Im also interested in learning more about BDC.

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Marco@MD72

10Mon

@LevenvanDividend I have MAIN, MFIC and now GSBD. In the past I owned monthly payers GAIN and OXSQ, but too much cuts and special offerings. That is why I rather choose quartely BDC's, more stable. The BDC yields are better then the REITS. My next focus is on BBDC and OBDC, but their economic growth is much worse then GBDC. Maybe something for Fast Graphs?

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Paul@LevenvanDividend

10Mon

@MD72 Not sure how to analyze BDCs at the moment, so Im careful with FG. I need to learn a lot more first...

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Marco@MD72

10Mon

Worst performers in my portfolio are O and ADC....

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Marco@MD72

10Mon

I think if Powell lowers the rates, the BDC's and REITS are going sky high....