Agree Realty Corporation (ADC) — closed signal from December 14, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on March 14, 2026.
Predicted vs. what happened
What happened
Reached its target in 74 days.
The thesis — published December 14, 2025
ADC is a real estate company that pays a monthly dividend and could see a short-term bounce because it just declared that payment. Its shares are sensitive to interest rates, so if bond yields rise the stock can fall quickly. Because trading volume is low, start small and be ready to sell fast if rates move up.
Primary drivers
- Monthly dividend supports demand from income-seeking investors
- Long-term leases to solid tenants create steady cash flow
- Shares look oversold, which can help a short rebound if rates pause
- Main danger is higher bond yields pushing REIT prices down
How it played out
ADC: target reached in 74 days
Lyra published ADC at 71.49 on 2025-12-14, with 12% expected growth and a 79.78 target. The thesis pointed to the monthly dividend, long-term leases, steady cash flow, oversold shares, and the risk that higher bond yields could push REIT prices down.
Inside the window, ADC rose to a peak of 82.08 on 2026-03-03, above the target. The target was reached in 74 days. The peak gain was 14.8%. By 2026-03-14, the stock ended at 79.66, just under the target. The thesis played out.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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