Is ADC Better Than O?
ฝัง
- เผยแพร่เมื่อ 14 มิ.ย. 2024
- After Agree Realty Corporation started paying dividends monthly back in 2021, people almost immediately started comparing them to Realty Income. Because the truth is, both companies have a lot of similarities to each other in the way they do business. They both own very similar property types and both had their IPO’s back in 1994, which makes it easy for us to compare both stocks to each other in terms of total return. So in today’s video, at the request of someone over on our Patreon, we’re going to compare both Agree Realty Corporation and Realty Income and determine which stock would be the better choice for dividend investors.
/ dividendbull
#dividendinvesting #dividendstocks #dividends
Realty Income is just such a powerhouse, again over dilution is a slight worry with O, they have been doing so many acquisitions and aggressively! You honestly couldn't go wrong with either one, they are both super great monthly paying reits.
I’ve been adding both - I have a larger position in ADC as I believe it will have better growth opportunities in the future - Great video my man 👍
I just own both. Both are great companies.
I picked up 250 shares of O when it was hovering under 50 😂😂😂
I will wait for it to drop to ~45 then buy some of it.
@absurdnerd7624 keep waiting
If it went down to 45 again I'd buy 1000
@@lostboi3974buckle up
Dude that’s freaking awesome. 😃
Im buying both
Dilution is not problem if they are growing at a rate to compensate for the dilution. EPS will often show more of what your shares are earning.
Realty Income will probably do share buy backs at some point when things improve and rates fall. It’s actually genius what they are doing and probably a huge opportunity for investors.
Great comparison video bro! 👍🏾
I might start DCA'ing into ADC instead of O. I don't think rates will come down as fast or as far as most analysts think. I'm not going to back out of O but maybe its time I slow down on investing in it.
Great video, very clear!
yes, get competition and great video. I love this one
own both best is they each pay within a day of each other compounding dividends quick
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I like and buying them both ☺️
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Great video. I’m more bullish on O though. Also I like VICI. Adding both to my portfolio
Same here. I bought 250 shares on November 29th 😊
@@lostboi3974 VICI pays within its EPS and has a good balance sheet.
Still like ABR, personally... They keep killin' it...
Enjoy owning ADC while its still called ADC (until O buys them...) 😃
😂
Why not own both? don't be surprised if ADC becomes a target of Realty (O) in the future.
Seems too often investors forget about that option.
Awaiting your update on 0CCI REgarding it's very recent div cut👋
Pays above its EPS. I saw it coming.
ADC main costumer is walmart. 600billion revenue. almost the defense budget of US.
Yeah this is why I’m leaning more towards ADC cause of Walmart
how do these companies do in the event of a conflict with China? That's been my number 1 concern the past few months. Roughly 1/3 of all maritime trade goes through the South China Sea. Imagine if Dollar General couldn't sell goods made in China tomorrow. Same for Walmart etc. It'd be nuts.
I own O stock and looking to add ADC soon.
Am not too fond of Real estate, but for diversification sake i hold O in my dividend portfolio. At the moment am not planning on aquireing more real estate stocks. I rather focus on the sector i know better wich is financial and recource companys.
I'm a huge uranium investor, but started injecting money into reits about a month ago. If rates rise I'll be getting back into it again.
Ye, i always like taking opportunitys, if they present themselves. Since every investment has an opportunity cost. Uranium is pretty interesting but at the Moment am looking more into strategic and precious metals. A huge spike in price is inevitable. Due to the enormous consumption of our society
Not certain why Realty Income entered the Data Center property sector. I understand the tech sector is a booming market, but I also remember the tech bubble bursting. Data centers aren't company specific and a company can and will shop around and move from one data center to the next.
Just seems a little more risk and hopefully it will be a small percentage.
Data centers have different risk than the tech stocks. They are more like cell towers as far as risk.
👍
ADC all the way!
Im new to this, why do you divide quarterly dividends by three to get the monthly equivalent if there are four quarters?
3 months in each quarter
Each Quarter is 1/4 [1/4 of 12 is 3] of the year, or 3 months.
So, if something pays quarterly, it pays every 3 months [equating to 3 months worth of income/dividend payments], & to get a monthly equivalent, you divide that quarterly payment by 3.
So, if something pays $0.30/qtr, it pays the equivalent of $0.10/mo. Put another way, if you multiply that quarterly payment by 4, you get $1.20 for the entire year, or the annual a dividend amount when adding all 4 quarters' payments together. And guess what, If you divide $1.20 by 12 [months in a year], it also comes out to $0.10/mo equivalent. ;)
Because it’s really the same quarterly dividend paid out in 3 installments, so you have a gimmicky monthly dividend.
1 of your better 0nes. Want to L00K at the big picture? Buy both.
Is it realy dilution, when the company takes the money from new shares to buy new property? When a company has a net value of 10b and offers new shares for 10b and then use the money to buy property for 10b, the shares outstanding are doubled, but so is the value of the companys property... so property value per share stays the same. Not realy dilution?
agreed, if their issuance/investments increase per share metrics, it's hard to argue that that is dilution at all
The problem is that they are issuing new shares at a low price (compared to past years): to raise 10b you need to issue way more shares at $50 than at $70. Also you always pay a premium for your acquisitions, so you are diluting the shareholders at a low price to get say 10b, when the book value of what you get is 8b at a tag price of 10b for example. REITs also tend to issue new shares for stock compensation and bonuses, which sucks at any time, but sucks most when the stock is trading at a lower value.
@@Gastyz I understand the thrust of your point, but I disagree with your example. Which do you think has a larger opportunity to be undervalued, a property acquisition in a market with few buyers or a publicly traded REIT? Even if the REIT is slashed and burned, if what they acquire is slashed and burned even more, it's likely worth the equity issuance.
@@schonsense Yes, there can be scenarios where you are acquiring assets at a discount, maybe this one is, maybe not. But in general, lets just look at the book price, do you end up with a higher or lower P/B ratio after the acquisition compared to before, if you end with a higher P/B it means you paid a premium, if the ratio is lower then you got them at a discount and its a good move. Back to the original post, is it really dilution or not, I would say it depends.
@@Gastyz All things being equal I'm with you here. But right now the CRE market is in shambles, and everyone with an upcoming debt maturity that they can't finance is dumping their properties, dragging down values across the market even for those not under water. If these properties are not getting picked up at a significant discount, then management needs to go. The whole point of being in a good position during a market pullback/correction is to take advantage. Hopefully that is happening.
Do you DRIP all your stocks, or do you reinvest dividends from some of them yourself?
Size matters during bad times. O is almost 7x bigger than ADC (O market cap $40B ADC $6B) . It generates $880 millions net income / yr compared to ADC $165 million /yr. You want a company with larger cash flow and more assets / properties to weather the incoming recession. HOwever O has more debts (debt/equity 0.8 ADC 0.6) but the debts are still manageable
100% agree the bigger player is usually the safer player also the dividend history and history of O is management team is what makes me buy more O
If there's properties for ADC to buy, why doesnt Realty buy them? Im long on Realty
Vici>
I wish better reit etfs existed
Adc looks better, have walmart and aldi ( german walmart) and much more room to grow
Please review GGN (gold and oil stock ETF , monthly payments, about 9% return)
Both too pricey for me. But always a thumbs up.
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Clearly O is too big for it's britches.
Why the hell don't stores own their own buildings?
Performing as well.
Why does the government have to contract out instead of making their own departments to fill in the gaps?
Both overvalued
Both O and ADC pay above their EPS.
You don’t measure reits with eps so it doesn’t really matter to much
@@SuperWotman The trends show otherwise. Look at EPS and look at what the stock is doing.
@@wewhoareabouttodiesaluteyo9303 As @SuperWotman said , don’t look at EPS. Look at AFFO. Earnings has depreciation in it. But unlike other assets real estate appreciates.
Long live Realty income!
O is better
Should've kept WPC. Better than both.
Pays way above its EPS.
@wewhoareabouttodiesaluteyo9303 EPS isn't a proper way to evaluate REITs. You want to use AFFO. Because REITs are required to pay out 90% of earnings by law, most have a distorted EPS. Also, by selling off the office assets and lowering the dividend, they improved their finances substantially. They have a positive AFFO.
Get a proper mic