Agree Realty Corporation operates as a fully integrated real estate investment trust mainly focused on the ownership, acquisition, development and management of retail properties net leased to industry-tenants. The Company is mainly in the business of acquiring, developing and managing retail real estate. Some of its properties in the portfolio include Walmart, 7-Eleven, Wawa, Gerber Collision and others.
Realty Income Corporation
VICI Properties Inc. Common Stock
Walmart Inc. Common Stock
Essential Properties Realty Trust, Inc.
Tractor Supply Co
NNN REIT, Inc.
PROLOGIS, INC.
W.P. Carey Inc. (REIT)
Mid-America Apartment Communities, Inc.
Dollar General Corp.
The chart shows the growth of an initial investment of $10,000 in Agree Realty Corporation, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Agree Realty Corporation (ADC) has returned 6.23% so far this year and 5.87% over the past 12 months. Looking at the last ten years, ADC has achieved an annualized return of 7.10%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Agree Realty Corporation (ADC) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.15% | 11.59% | -5.78% | 1.79% | ||||||||
| 2025 | 3.44% | 2.47% | 5.03% | 0.34% | -2.63% | -2.40% | -1.52% | -2.14% | -2.18% | 2.14% | 3.95% | -3.66% |
| 2024 | -5.03% | -7.82% | 3.84% | 0.10% | 6.37% | 1.94% | 11.75% | 4.91% | 3.33% | -1.33% | 2.61% | -8.02% |
| 2023 | 3.64% | -4.84% | -2.61% | -0.86% | -4.70% | 1.32% | -0.95% | -4.67% | -10.83% | 1.52% | 6.00% | 6.59% |
| 2022 | -8.38% | -1.82% | 3.00% | 1.72% | 2.35% | 2.95% | 10.90% | -4.93% | -9.52% | 0.63% | 1.24% | 0.95% |
| 2021 | -5.26% | 1.94% | 2.76% | 3.82% | -0.52% | 0.26% | 6.70% | -1.36% | -11.34% | 6.30% | -4.99% | 4.65% |
| 2020 | 7.81% | -5.59% | -14.30% | 8.90% | -1.20% | 4.27% | 1.33% | -0.07% | -4.21% | -2.68% | 5.12% | 0.21% |
| 2019 | 12.66% | -0.45% | 5.44% | -5.32% | 1.90% | -4.79% | 3.97% | 11.64% | -2.06% | 7.29% | -5.34% | -6.03% |
| 2018 | -6.72% | -2.04% | 1.93% | 2.02% | 8.17% | -0.64% | 0.68% | 7.84% | -7.39% | 7.79% | 3.28% | -0.89% |
| 2017 | 1.32% | 6.41% | -2.99% | 1.15% | -6.45% | 0.97% | 6.68% | 1.42% | -2.08% | -3.82% | 3.97% | 3.40% |
| 2016 | 1.20% | 9.77% | 13.88% | 4.79% | -5.36% | 3.32% | -1.81% | -7.18% | 3.48% |
The charts below present risk-adjusted performance metrics for Agree Realty Corporation (ADC) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of ADC compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Agree Realty Corporation volatility is 0.93%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 8.49B | 7.77B | 6.71B | 5.23B | 3.89B | 2.66B | 2.03B | 1.49B | 1.11B | 792.55M | 593.58M | 462.74M | 370.09M | 293.94M |
| Equity Attributable To Parent (USD) | 5.51B | 5.20B | 4.63B | 3.42B | 2.52B | 1.69B | 1.24B | 908.66M | 682.98M | 451.12M | 353.62M | 289.57M | 195.31M | 159.55M |
| Equity Attributable To Noncontrolling Interest (USD) | 615.00K | 942.00K | 1.39M | 1.63M | 1.76M | 2.23M | 2.41M | 2.53M | 2.53M | 2.50M | 2.42M | 2.65M | 2.66M | 2.68M |
| Equity (USD) | 5.51B | 5.20B | 4.63B | 3.42B | 2.53B | 1.69B | 1.24B | 911.19M | 685.51M | 453.62M | 356.04M | 292.22M | 197.97M | 162.22M |
| Long-term Debt (USD) | - | - | - | 1.69B | 1.23B | - | 724.06M | 522.40M | 404.05M | 319.58M | 221.76M | 158.40M | 117.38M | - |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 2.98B | 2.57B | 2.08B | 1.81B | 1.36B | 972.97M | 789.70M | 583.44M | 426.42M | 338.93M | 237.55M | 170.53M | 172.13M | 131.72M |
| Liabilities (USD) | 2.98B | 2.57B | 2.08B | 1.81B | 1.36B | 972.97M | 789.70M | 583.44M | 426.42M | 338.93M | 237.55M | 170.53M | 172.13M | 131.72M |
| Fixed Assets (USD) | - | - | - | - | - | - | 1.65B | 1.19B | 943.50M | 695.78M | 529.83M | 398.93M | 316.44M | 269.90M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 8.49B | 7.77B | 6.71B | 5.23B | 3.89B | 2.66B | 2.03B | 1.49B | 1.11B | 792.55M | 593.58M | 462.74M | 370.09M | 293.94M |
| Assets (USD) | 8.49B | 7.77B | 6.71B | 5.23B | 3.89B | 2.66B | 2.03B | 1.49B | 1.11B | 792.55M | 593.58M | 462.74M | 370.09M | 293.94M |
Engineers Gate Manager LP increased its stake in Agree Realty (ADC) by 1,144,617 shares, bringing its total position to $85.16 million. The investment represents 1.01% of the fund's assets under management. ADC shares have appreciated 13.4% over the past year, outperforming the S&P 500.
Realty Income, the largest net lease REIT with 15,500 properties, faces growth challenges due to its massive size. The company is diversifying by expanding into Europe and Mexico, and building a new institutional asset management business to create a new growth engine. The success of this institutional business will become clearer within a year and could be crucial for long-term shareholder returns.
The article highlights two net-lease REITs as attractive income investments in a lower interest rate environment. W.P. Carey (WPC) and Agree Realty (ADC) offer yields of 5.2% and 4.2% respectively, with strong fundamentals including high occupancy rates, quality tenants, and growth prospects. As the Fed cuts rates, these dividend-paying REITs are positioned to benefit from investor rotation out of money markets and into dividend payers.
The article highlights three monthly dividend-paying REITs suitable for different investor profiles: Realty Income offers a conservative 5.6% yield with 30 years of annual dividend increases; Agree Realty provides faster growth at 4.3% yield with 6% annualized dividend growth; and EPR Properties offers an aggressive 7% yield as a turnaround story with exposure to experiential properties.
The article compares Costco, a club store retailer, and Agree Realty, a retail property REIT, analyzing their growth potential, valuation, and dividend yields. While both are performing well, Agree Realty appears to offer a more attractive investment option with a higher dividend yield and less concentrated risk.
Agree Realty, a REIT owning over 2,500 retail properties across the US, offers a stable 4.2% monthly dividend by leasing to financially strong retailers like Walmart, Tractor Supply, and Dollar General. The company has a conservative investment strategy focusing on resilient retail sectors and has delivered a 13.9% average annual total return since its IPO.
The article highlights 10 dividend stocks with strong track records, consistent dividend payments, and potential for long-term growth across various sectors like retail, finance, and consumer goods.
Two leading net lease REITs, Realty Income and Agree Realty, offer different investment profiles. Realty Income provides diversification and reliable income, while Agree Realty presents stronger growth potential in the retail property market.
Two net lease real estate investment trusts (REITs), Realty Income and Agree Realty, offer attractive monthly dividend options for investors seeking consistent income, with each providing unique advantages in the retail property market.
The article compares two real estate investment trusts (REITs): Sun Communities and Agree Realty, analyzing their dividend yields, growth potential, and investment attractiveness. Agree Realty emerges as the more favorable investment option due to higher dividend yield and better growth prospects.