Jan. 01, 2026 7:15 AM ETADC, BBWDividend Collection AgencyInvesting GroupCommentsSummaryAgree Realty and Build-A-Bear Workshop are high-quality, long-term holdings but currently trade at or above fair value.I target ADC as a nibble under $70, a buy under $65, and a strong buy under $60, emphasizing margin of safety.BBW is attractive for nibbling under $55, buying under $50, and loading up under $45, given its growth and debt-free balance sheet.Patience is essential; waiting for more attractive entry points can enhance returns and reduce downside risk in volatile markets.Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios.