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While many Baby Boomers have enjoyed a long bull market over the past 35 years, there is a point when income becomes more critical than stock appreciation.

ADC's recent pullback left investors wondering whether it's time to buy  more shares or realize profits. ADC's triple net lease model and monthly dividends often draw comparisons to O, yet ADC offers distinct advantages (and one risk compared to O). Recent inflation data and higher-than-expected PPI readings have heightened market concerns, especially for REITs like ADC.

Agree Realty Corporation remains a Buy, supported by a high-quality, diversified net lease portfolio and peer-leading investment-grade tenant exposure. ADC projects 2026 AFFO per share of $4.54–$4.58, targeting 5.4% growth at midpoint, with a robust pipeline and minimal near-term debt maturities. Despite macro headwinds and sector pressure, ADC's strong balance sheet, 99.7% occupancy, and disciplined capital allocation position it for solid returns.

Top REIT investors are quietly repositioning their portfolios, revealing where the “smart money” sees opportunity. Several clear sector themes are emerging from recent 13F filings. But the biggest surprise may be how much top managers disagree on certain REITs.

I discuss two elite investment vehicles specifically designed to provide attractive current yields and long-term reliability for your retirement. I detail how these 'dividend machines' utilize inflation-indexed contracts and global diversification to protect your purchasing power in any economic climate. I also share the risks that could undermine WPC's and BIP's total return propositions.

Main Street Capital offers a 7.9% yield, robust ROE, low leverage, and a long NAV growth record, justifying its sector-leading premium. MAIN's internally managed BDC structure, low operating costs, and diversified lower middle-market portfolio support durable income and capital appreciation. Agree Realty's Preferred A shares yield 6.2%, trade at a 31% discount to par, and provide a margin of safety with cumulative, senior dividends.

U.S. equities slid to four-month lows as the escalating Iran war rattled markets, sending oil to three-year highs and interest rates higher amid tanker attacks, shipping disruptions, and intensifying strikes. Brent Crude jumped above $100 as attacks on shipping in the Strait of Hormuz and tanker explosions threatened global oil flows, fueling inflation fears and keeping investors on edge. The White House deployed emergency supply measures—including Russian crude purchases and potential strategic reserve releases—but markets remain skeptical they can offset disruptions to global energy flows.