Agree Realty Won't Disappoint You, But It's Also Not A Buy

Cash Flow Venue4.73K FollowersFollow5ShareSavePlay(8min)Comment(1)SummaryADC's recent pullback left investors wondering whether it's time to buy more shares or realize profits.ADC's triple net lease model and monthly dividends often draw comparisons to O, yet ADC offers distinct advantages (and one risk compared to O).Recent inflation data and higher-than-expected PPI readings have heightened market concerns, especially for REITs like ADC.Despite inflation and interest rate risks, I believe ADC is positioned to perform well relative to peers.The business is as strong as ever, the balance sheet is safe, and I'm confident in ADC's dividends. Still, valuation makes me not confident enough to buy more. peterschreiber.media/iStock via Getty Images I like Agree Realty (ADC). I always did. I often see people comparing it to Realty Income (O). Why? Because of its monthly dividends, triple net lease model, and similar segment focus. But there's more toThis article was written byCash Flow Venue4.73K FollowersFollowI'm Cash Flow Venue and I've been investing for years trying to build my dividend portfolio. I like dividends doing the work for me, but I also have a separate growth portfolio.I'm an M&A Advisor, which means that I advise people and businesses on selling (but sometimes buying) their businesses.I usually work on some financial models, due dilligence, and negotiations. Oh, yes - and I have to attend too many meetings :) Wha'ts my industry focus? I invest in technology, real estate, software, finance, and consumer staples. I've spent years advising clients from these industries. That's why I pay the closest attention to these sectors when investing and writing.I started writing on Seeking Alpha to learn and share ideas. Dividend investing has played a big role in my financial journey. I believe it’s one of the simplest and most accessible ways to work toward financial freedom. By sharing what I learn, I hope to make the process feel less complicated for anyone building long-term wealth. In the end, the goal is simple: move closer to financial freedom through dividend investing.Analyst’s Disclosure: I/we have a beneficial long position in the shares of ADC, O, PINE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The information, opinions, and thoughts included in this article do not constitute an investment recommendation or any form of investment advice.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.