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.

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.

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

Envestnet Asset Management Inc. boosted its position in Agree Realty Corporation (NYSE: ADC) by 12.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 319,211 shares of the real estate investment trust's stock after purchasing an additional 36,312

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.

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.

Agree Realty Corporation (ADC) Q4 2025 Earnings Call Transcript

CEO Abizer Gaslightwala discusses the Company's recent announcement around its ADC pipeline expansion and IP strategy

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.

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.