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Mar 31, 2021

Agree Realty Q1 2021 Earnings Report

Agree Realty reported strong first quarter results, increased acquisition guidance, and launched a proprietary technology platform.

Key Takeaways

Agree Realty Corporation announced a strong start to the year with a 41.8% increase in net income to $30.1 million and a 42.0% increase in Core FFO to $53.3 million. The company increased its full-year acquisition guidance to a range of $1.1 billion to $1.3 billion and launched a proprietary technology platform called ARC.

Net income attributable to the Company increased 41.8% to $30.1 million compared to the comparable period in 2020.

Core FFO increased 42.0% to $53.3 million compared to the comparable period in 2020.

Total acquisition volume for the first quarter of 2021 was approximately $386.8 million.

The Company increased its full-year acquisition guidance to a range of $1.1 billion to $1.3 billion.

Total Revenue
$77.8M
Previous year: $55.8M
+39.5%
EPS
$0.83
Previous year: $0.81
+2.5%
Gross Leasable Area
24.2M
Previous year: 16.3M
+48.5%
Gross Profit
$68.2M
Previous year: $48.4M
+40.9%
Cash and Equivalents
$7.37M
Previous year: $72.1M
-89.8%
Free Cash Flow
-$342M
Previous year: -$198M
+72.5%
Total Assets
$4.28B
Previous year: $2.91B
+47.1%

Agree Realty

Agree Realty

Forward Guidance

The Company’s outlook for acquisition volume for the full-year 2021 is being increased to a range of $1.1 billion to $1.3 billion of high-quality retail net lease properties.

Positive Outlook

  • Increasing full-year acquisition guidance to a range of $1.1 billion to $1.3 billion.
  • Strong investment pipeline.
  • Fortified balance sheet.
  • Continuing to uncover unique high-quality opportunities.
  • Continued expansion of ground lease portfolio.

Challenges Ahead

  • Potential adverse effect of the current pandemic of the novel coronavirus, or COVID-19, on the financial condition.
  • Weakening of real estate markets.
  • Decreases in the availability of credit.
  • Increases in interest rates.
  • Adverse changes in the retail industry.