Agree Realty: Crown Jewel Of My REIT Portfolio On Hold

  • Agree Realty consistently outperforms peers with strong AFFO growth, top-tier tenant quality, and a robust, defensive portfolio. The REIT boasts high investment-grade tenant exposure (68.3%), excellent occupancy (99.2%), and a BBB+ balance sheet, ensuring income and dividend safety. Investment activity remains strong, but ADC's premium valuation (17.4x P/FFO) limits near-term return potential vs. Realty Income and NNN REIT.