Agree Realty

ADC

Market cap $8.31B

Not all REIT dividends are sustainable. Overleverage, troubled assets, and high payout ratios are clear red flags. I highlight 3 popular REITs at high risk of cutting their dividend.

ROYAL OAK, Mich.--(BUSINESS WIRE)--Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced that its Board of Directors has authorized, and the Company has declared, a monthly cash dividend of $0.262 per common share. The monthly dividend reflects an annualized dividend amount of $3.144 per common share, representing a 3.6% increase over the annualized dividend amount of $3.036 per common share from the first quarter of 2025. The dividend is payable February 13, 2026 to stockholders.

Dividend investing is increasingly vital amid higher rates and inflation, offering passive income and wealth compounding for retirement. Anchoring a portfolio with quality dividend ETFs like SCHD, FDVV, or CGDV can provide reliable income and potential outperformance. Combining high dividend growers (e.g., V, MA, WM) with stable high-yielders (e.g., VZ, O, ADC, STWD) balances growth and income.

REITs, after years of underperformance, are now attractively valued and poised for strong returns over the next 12–18 months. VICI Properties, NNN REIT, and Agree Realty offer robust yields, improving fundamentals, and raised guidance despite sector headwinds. VICI and NNN face tenant-specific risks, but their balance sheets, liquidity, and long-term growth prospects support a bullish outlook.

Realty Income is a lumbering giant, but its 5.6% yield could be a cornerstone investment. Agree Realty competes with Realty Income, but it is much smaller, so its 4.3% yield comes with a growth kicker.

ROYAL OAK, Mich.--(BUSINESS WIRE)--Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced that it will release its fourth quarter and full year 2025 operating results after the market closes on Tuesday, February 10, 2026. A conference call to discuss the Company's operating results is scheduled for Wednesday, February 11, 2026, at 9:00 AM ET. Interested parties and shareholders may access the call via teleconference or webcast: Teleconference: USA Toll Free (800) 715-9871   Intern.

ADC deployed $1.55B in 2025 across 338 retail net lease properties, strengthening investment-grade rent and setting up $1.25B-$1.5B plans for 2026.

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Many REITs pay dividends on a monthly basis. Some offer up to 8% dividend yields. These are my favorite monthly-paying REITs.

ROYAL OAK, Mich.--(BUSINESS WIRE)--Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced a summary of its investment activity in 2025, introduced investment guidance for 2026, and provided an update on its portfolio as well as its fourth quarter capital markets activity. 2025 Investment Activity Total real estate investment volume for 2025, inclusive of acquisition, development, and Developer Funding Platform (“DFP”) projects completed or under construction, amounted to a total o.