About Agree Realty Corporation (ADC) — Dividend Analysis 2026
Agree Realty is a net-lease REIT focused on high-quality retail tenants including Walmart, Home Depot, and Tractor Supply. Its monthly dividend and focus on investment-grade tenants make it a conservative REIT alternative to Realty Income. Conservative leverage and disciplined acquisition strategy set it apart.
Is ADC a good dividend investment in 2026?
ADC offers a 4.39% forward yield with a 73% payout ratio. With a safety score of 85/100, the dividend appears very safe. The 5-year dividend CAGR of 5.2% demonstrates strong, consistent growth that outpaces inflation.
ADC DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your ADC portfolio grows to $23.5K vs $20.8K without reinvestment — a DRIP bonus of $2.7K. This is the compound interest effect in action.
ADC dividend growth history & forecast
ADC has grown its dividend by 2.8% over the last year and 5.2% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 4.39% — illustrating why dividend growth stocks are powerful long-term wealth builders.
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🌍 ADC Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold ADC.
Gross yield
4.39%
Tax rate
15.00%
After-tax yield
3.73%
Real yield (−CPI)
0.93%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
4.39%
1.59%
$439 / yr
🇺🇸 US Taxable (15%) ✓
15%
3.73%
0.93%
$373 / yr
🇺🇸 US Taxable (20%)
20%
3.51%
0.71%
$351 / yr
🇬🇧 UK ISA
0%
4.39%
1.59%
$439 / yr
🇬🇧 UK Taxable
8.75%
4.01%
1.21%
$401 / yr
🇨🇦 TFSA
0%
4.39%
1.59%
$439 / yr
🇨🇦 CA Taxable
25%
3.29%
0.49%
$329 / yr
🇦🇺 Super (pension)
15%
3.73%
0.93%
$373 / yr
🇦🇺 AU Taxable
30%
3.07%
0.27%
$307 / yr
🇩🇪 DE Taxable
26.375%
3.23%
0.43%
$323 / yr
🇫🇷 FR Taxable
30%
3.07%
0.27%
$307 / yr
Real yield = after-tax yield minus US CPI of 2.8%. Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 ADC Income Goal & Break-Even
Dividend Break-Even
18yr
Years for dividends to repay your full ADC investment price of $68.40/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$6.0K
Lost to inflation (~2.8% CPI)
−$2.5K
Real purchasing power gain
$3.6K
How much do I need to invest in ADC for:
Shares needed
9,412
Capital required
$643,781
Monthly income
$2,000
Based on current dividend of $3.00/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 ADC Dividend Payment Schedule
ADC pays every month — 12 payments per year.
Jan
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Feb
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Mar
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Apr
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May
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Jun
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Jul
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Aug
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Sep
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Oct
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Nov
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Dec
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10 shares
$2.13 / payment
$25.50 / year after tax
100 shares
$21.25 / payment
$255.00 / year after tax
1,000 shares
$212.50 / payment
$2550.00 / year after tax
📊 ADC vs REIT Sector Benchmarks
How ADC compares to typical REIT sector averages.
Dividend YieldADC: +4.39% vs sector avg 5.20% ↓ Below avg
ADC━━ REIT avg: 5.20%
5Y Dividend CAGRADC: +5.20% vs sector avg 4.10% ✓ Better
ADC━━ REIT avg: 4.10%
Payout RatioADC: 73.00% vs sector avg 75.00% ✓ Better
ADC━━ REIT avg: 75.00%
⚠️ Disclaimer: All projections are for educational purposes only. Dividend payments, stock prices, and growth rates are estimates based on historical data. Past performance does not guarantee future results. This is not financial advice — consult a qualified financial professional before investing. Data sourced from public financial records and updated regularly.