Mar 23, 2026, 6:15 AM ETAgree Realty Corporation (ADC) StockADC.PR.AIWA Research2.54K FollowersCommentsSummaryAgree Realty Corporation remains a Buy, supported by a high-quality, diversified net lease portfolio and peer-leading investment-grade tenant exposure.ADC projects 2026 AFFO per share of $4.54–$4.58, targeting 5.4% growth at midpoint, with a robust pipeline and minimal near-term debt maturities.Despite macro headwinds and sector pressure, ADC's strong balance sheet, 99.7% occupancy, and disciplined capital allocation position it for solid returns.Intrinsic value is estimated modestly above current levels, with long-term upside if macro conditions improve.Sundry Photography/iStock Editorial via Getty ImagesIntroductionBack when I first covered Agree Realty Corporation (ADC), I called them "A Monthly Dividend REIT Worth Accumulating," highlighting their high-quality, diversified portfolio of net lease properties, with some of the best lease terms andThis article was written byIWA Research2.54K FollowersI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ADC, ADC.PR.A over the next 72 hours. 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.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.Comments