Agree Realty, a retail net-lease REIT, pays dividends taxed as ordinary income, making Roth IRA the preferred holding for tax efficiency. With a 4.2% yield and monthly distributions, holding Agree in a Roth IRA avoids federal taxes that can consume 24% or more of dividends in taxable accounts. Over 10 years, this tax saving compounds significantly, potentially adding tens of thousands in extra income. Investors often pair Agree with Realty Income REIT for a balance of yield and growth, but Agree's lower leverage and growth prospects make it attractive for Roth accounts. Investors should consider moving Agree shares from taxable accounts to Roth IRAs or plan phased Roth conversions to maximize tax benefits.
Top federal tax bracket earners face a $22,200 annual tax hit on $60,000 of ordinary dividend income from REITs and BDCs held in taxable accounts, compared to no tax in Roth accounts. This tax drag compounds significantly over time, potentially costi...
Realty Income Corporation, a dividend aristocrat, is trading below its historical price-to-funds-from-operations ratio, making it an attractive buy. The company reported 6.6% year-over-year growth in adjusted funds from operations per share in Q1 202...
Realty Income REIT pays monthly dividends taxed as ordinary income, which can lead to substantial tax costs in taxable accounts, especially for investors in higher tax brackets. Holding these shares in a Roth IRA eliminates the tax on dividends, pres...
Realty Income Corporation reported a 12.2% revenue increase and 6.6% growth in AFFO per share in Q1 2026, prompting an increase in its 2026 investment guidance to $9.5 billion. The company’s strong investment volume, expanding private capital vehicle...
