Investing in Net Lease REITs - Discussion with Agree Realty (ADC)

Hoya Capital

Investing in Net Lease REITs - Discussion with Agree Realty (ADC) In the News All ADC Jan 22 Written By Alex Pettee, CFA Hoya Capital Agree Realty Corporation (ADC) is a publicly traded Net Lease REIT that owns and operates a portfolio of 2,084 properties located in 49 states and containing approximately 43.2 million square feet of gross leasable area. Continue reading ▶︎ Interviews Press All Discussion With ADC Alex Pettee, CFA Transcript I am so excited to be here with my friend Joey from a warm 29 degrees in Dallas Texas I can only imagine what it is like on your side uh and obviously on behalf of us Cowboys fans Joey we feel your pain and sorry for the Lions rough go this weekend um thank you for the thank you for the empathy I I know you were instrum you know you're instrumental on that team I I believe the agrees have an ownership stake in the company um no I have a deck that I've put together and you and I have talked about some of this stuff I'm going to let you basically run with a lot of this but why don't we just go ahead in the interest of time and hit the ground running you do see my screen is that correct I do excellent well let's start from a very high level Joey as we talk about your most recent investor presentation you provide a great snapshot uh looking at your top tenants the retail sector exposure you know there was a great article on the journal today looking at Omni Channel retail I know we're going to spend a huge portion of our presentation today talking about your rethinking retail strategy is you know uh you guys take a much different approach obviously as a multi multi multi multi-billion dollar Enterprise but I think we're going to get some really good ...