Agree Realty REIT(ADC)
(ADC)
Q4
65 dage siden‧54 min
0,25 USD/aktie
X-dag 29. apr.
5,44 %
Direkte afkast
Ordredybde
Lukket
Antal
Køb
99
Sælg
Antal
99
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Volumenvægtet gennemsnitspris
55,57VWAP
55,57Omsætning (USD)
14.727.998Mæglerstatistik
Ingen data fundet
Corporate Actions
| Næste begivenhed | |
|---|---|
| 2024 Q1 | 23. apr. 4 dage |
| Tidligere begivenheder | ||
|---|---|---|
| 2023 Q4 | 14. feb. | |
| 2023 Q4 | 13. feb. | |
| 2023 Årsregnskab | 13. feb. | |
| 2023 Q3 | 25. okt. 2023 | |
| 2023 Q3 | 24. okt. 2023 |
Data hentes fra Morningstar, Quartr
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Q4
65 dage siden‧54 min
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Corporate Actions
| Næste begivenhed | |
|---|---|
| 2024 Q1 | 23. apr. 4 dage |
| Tidligere begivenheder | ||
|---|---|---|
| 2023 Q4 | 14. feb. | |
| 2023 Q4 | 13. feb. | |
| 2023 Årsregnskab | 13. feb. | |
| 2023 Q3 | 25. okt. 2023 | |
| 2023 Q3 | 24. okt. 2023 |
Data hentes fra Morningstar, Quartr
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
I added a new REIT to the portfolio - Agree Realty (ADC). Its like a mini O (Realty Income). More than 10 times smaller than O, but the exact same business model. A triple net lease with +2000 properties. O has a better credit rating, but ADC is also investment grade rated Baa1 from Moodys and S&P, but ADC has a better balancesheet in terms of leverage. ADC has 4.3x net debt/EBITDA, which is lower than O, and they also have a higher interest expense coverage of 5x. Another important thing is that they have almost 0 debt maturing in the next 4 years. No real debt maturity until 2028, so they will not be hit by higher refinancing costs like most other companies. ADC has 70% investment grade tenants and 15% not rated, and 15% sub-investment grade. Their biggest tenant is Walmart with about 6% of revenue coming from them. All in all, they are better positioned financially when it comes to higher for longer rate narrative, but they are also better positioned if a recession hits, because their tenant base is stronger than Realty Income’s. During the Covid lows the shares hit about 52$, which is only 10% down from current price, so I see downside as being very limited from current price. The listed reasons above is also why ADC is trading at a higher multiple of 14.1x FFO, while O is trading at 12.75x FFO. Will enjoy a safe 5.2% dividend yield and 3-4% earnings growth until the share price eventually goes back to the 70’s.Ja, det er det. Så du behøver ikke lede efter den på nogen positivliste. Tickerkoden er O og selskabet hedder Realty Income.
Agree Realty (NYSE:ADC) declares $0.234/share monthly dividend, 3.1% increase from prior dividend of $0.227. Thanks for the raise! https://seekingalpha.com/news/3822825-agree-realty-corporation-declares-missing-dividend- https://www.google.com/amp/s/seekingalpha.com/amp/article/4392027-store-capital-vs-agree-realty-battle-of-2-divergent-net-lease-all-stars
- Agree Realty raises monthly dividend by 4.6% Agree Realty (NYSE:ADC) declares $0.227/share monthly dividend, 4.6% increase from prior dividend of $0.217. Thanks for the raise! https://seekingalpha.com/news/3753000-agree-realty-corporation-declares-0_227-dividend
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Q4
65 dage siden‧54 min
0,25 USD/aktie
X-dag 29. apr.
5,44 %
Direkte afkast
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
0,25 USD/aktie
X-dag 29. apr.
5,44 %
Direkte afkast
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
- I added a new REIT to the portfolio - Agree Realty (ADC). Its like a mini O (Realty Income). More than 10 times smaller than O, but the exact same business model. A triple net lease with +2000 properties. O has a better credit rating, but ADC is also investment grade rated Baa1 from Moodys and S&P, but ADC has a better balancesheet in terms of leverage. ADC has 4.3x net debt/EBITDA, which is lower than O, and they also have a higher interest expense coverage of 5x. Another important thing is that they have almost 0 debt maturing in the next 4 years. No real debt maturity until 2028, so they will not be hit by higher refinancing costs like most other companies. ADC has 70% investment grade tenants and 15% not rated, and 15% sub-investment grade. Their biggest tenant is Walmart with about 6% of revenue coming from them. All in all, they are better positioned financially when it comes to higher for longer rate narrative, but they are also better positioned if a recession hits, because their tenant base is stronger than Realty Income’s. During the Covid lows the shares hit about 52$, which is only 10% down from current price, so I see downside as being very limited from current price. The listed reasons above is also why ADC is trading at a higher multiple of 14.1x FFO, while O is trading at 12.75x FFO. Will enjoy a safe 5.2% dividend yield and 3-4% earnings growth until the share price eventually goes back to the 70’s.Ja, det er det. Så du behøver ikke lede efter den på nogen positivliste. Tickerkoden er O og selskabet hedder Realty Income.
- Agree Realty (NYSE:ADC) declares $0.234/share monthly dividend, 3.1% increase from prior dividend of $0.227. Thanks for the raise! https://seekingalpha.com/news/3822825-agree-realty-corporation-declares-missing-dividend
- https://www.google.com/amp/s/seekingalpha.com/amp/article/4392027-store-capital-vs-agree-realty-battle-of-2-divergent-net-lease-all-stars
- Agree Realty raises monthly dividend by 4.6% Agree Realty (NYSE:ADC) declares $0.227/share monthly dividend, 4.6% increase from prior dividend of $0.217. Thanks for the raise! https://seekingalpha.com/news/3753000-agree-realty-corporation-declares-0_227-dividend
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Lukket
Antal
Køb
99
Sælg
Antal
99
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Volumenvægtet gennemsnitspris
55,57VWAP
55,57Omsætning (USD)
14.727.998Mæglerstatistik
Ingen data fundet
Corporate Actions
| Næste begivenhed | |
|---|---|
| 2024 Q1 | 23. apr. 4 dage |
| Tidligere begivenheder | ||
|---|---|---|
| 2023 Q4 | 14. feb. | |
| 2023 Q4 | 13. feb. | |
| 2023 Årsregnskab | 13. feb. | |
| 2023 Q3 | 25. okt. 2023 | |
| 2023 Q3 | 24. okt. 2023 |
Data hentes fra Morningstar, Quartr