LumiNola Investment action I recommended a buy rating for Clarivate Plc (NYSE:CLVT) when I wrote about it the last time, as the business has turned its organic growth around to positive territory, and there are tailwinds that I expected would drive organic growth even higher. Based on my current outlook and analysis, I recommend a…
Pekic/E+ via Getty Images Introduction If you’re like the woman in the picture above and wondering where to invest your money, then look no further than Agree Realty (NYSE:ADC). Since first starting my investment journey and focusing on REITs, Agree Realty was one that really stood out to me. Although their big brother Realty Income…
vitpho/iStock via Getty Images This article was coproduced with Wolf Report. I don’t mind sounding like a broken record. In fact, I rather like it. It implies that I’m of a high conviction in the companies where my stakes are the highest. So, when I am updating here on Agree Realty Corporation (NYSE:ADC), a company…
MicroStockHub Earlier this month, Howard Marks, a well-known billionaire, co-founder and co-chairman of Oaktree Capital, which is one of the largest alternative asset management firms, issued a memo called “Easy Money”. While the memo itself is quite extensive and elaborates on explaining the various consequences of “easy money” (i.e., low interest rates), the essence, where…
Aleksandra Zhilenkova/iStock via Getty Images Written by Nick Ackerman. All it took was the expectations for rate cuts next year, and that sent the risk-free Treasury Rates reeling lower. Subsequently, we also saw the pressure come off of the real estate investment trust (“REIT”) space, and we’ve seen a massive rally from the latest lows….
BobHemphill Wall Street now loves AT&T It is no secret that Wall Street ratings are often biased and different from Main Street’s opinion. But for AT&T (NYSE:T), Wall Street’s bullishness aligns well with Main Street, as seen in the chart below. Both Seeking Alpha authors (which approximate Main Street ratings in my mind), and Wall…
scyther5/iStock via Getty Images Agree Realty Corporation (NYSE:ADC) has demonstrated a period of significant investment and development, channeling resources into a substantial number of retail net lease properties and completing several projects through its Developer Funding Platform (DFP). Despite a dip in net income per share, the company’s financial health is underscored by growth in…
Dzmitry Skazau/iStock via Getty Images A few days ago, I wrote an article titled “This REIT Myth MUST Be Debunked.” It was in response to someone’s comment that rising interest rates were rendering real estate investment trusts un-investable. “When rates go up, so do rents… and more importantly, most REIT managers have been preparing for…
sanfel The 2023 pullback of REITs has been one of the defining themes of a year that has seen the Fed funds rate hiked to a 22-year high as the battle to get inflation back to its 2% target rate looks set to move into a third year. Agree Realty (NYSE:ADC) is down 21% over…
Andrii Yalanskyi Dear subscribers, Two of my by far largest REIT positions today are found in two monthly-paying companies. Both are what I would consider “cheap” for what they offer investors. Both of them are investment-grade rated or above (high IG). Both have yields over 4%, which makes them appealing even in the light of…