Agree Realty and Waste Management are highlighted as defensive, income-focused plays amid rising recession risks and market volatility. ADC boasts a 99.7% occupancy rate, investment-grade tenants, a near 4% yield, and an A-rated balance sheet with no material debt due for two years. WM demonstrates resilient cash flow, a 15% dividend hike, and strategic investments in renewable energy and recycling, targeting 30% FCF growth for 2026.
Source: https://seekingalpha.com/article/4880460-market-finally-pric…
