ADC and NNN are REITs – GAIN is a BDC
Although these were just regular announcements, without dividend increases, I am including images from StockRover to put these in a historical framework. REITs are one of my favorite investments. BDCs are not for the fainthearted short-term investor.
Our holdings in ADC are small in comparison with other REITs. I did ROTH conversions in 2024 to move NNN shares from my traditional IRA to my ROTH. Therefore, the dividends on 600 of the shares we hold are tax-free this year and forever more. Cindie has 100 shares of NNN in her ROTH IRA as well.
Our Holdings
The following table summarizes our holdings, the QUANT ratings from Seeking Alpha, and the expected annualized income from these investments (assuming no dividend increases in 2025).
Recommendation
Diversify into more than one REIT and pick only the best BDCs for income.
Know Your Flocks & Herds 