Agree Realty looks simple from far away: stores, rent, dividends. The useful question is sharper: can ADC keep buying long retail leases at yields that beat its capital cost?
Agree Realty: boring retail, aggressive buying, and a balance sheet built for rates
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Thesis summary
Agree Realty looks simple from far away: stores, rent, dividends. The useful question is sharper: can ADC keep buying long retail leases at yields that beat its capital cost?
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