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Mar 31, 2024

Agree Realty Q1 2024 Earnings Report

Agree Realty reported strong Q1 2024 results with increased net income, core FFO, and AFFO, while introducing 2024 AFFO per share guidance.

Key Takeaways

Agree Realty Corporation announced its Q1 2024 results, featuring an 8.2% increase in net income to $43.0 million and a 15.9% increase in AFFO to $103.3 million. The company introduced full-year acquisition guidance of approximately $600 million and anticipates 2024 AFFO per share between $4.10 and $4.13.

Net income increased by 8.2% to $43.0 million compared to Q1 2023.

AFFO increased by 15.9% to $103.3 million compared to Q1 2023.

The company's portfolio consisted of 2,161 properties located in 49 states, with 99.6% leased.

Total acquisition volume for the first quarter was approximately $123.5 million.

Total Revenue
$149M
Previous year: $127M
+18.0%
EPS
$1.03
Previous year: $0.98
+5.1%
Gross Leasable Area
44.9M
Previous year: 40.1M
+12.0%
Gross Profit
$131M
Previous year: $117M
+11.8%
Cash and Equivalents
$15.4M
Previous year: $12.9M
+19.4%
Free Cash Flow
$103M
Previous year: -$210M
-149.2%
Total Assets
$0
Previous year: $6.99B
-100.0%

Agree Realty

Agree Realty

Forward Guidance

The Company’s 2024 guidance is subject to risks and uncertainties. The company anticipates acquisition volume for the full year 2024 to be approximately $600 million and can achieve 2024 AFFO per share between $4.10 and $4.13.

Positive Outlook

  • Full-year acquisition guidance of approximately $600 million of high-quality retail net lease properties
  • Total liquidity of over $920 million
  • More than $385 million of hedged capital
  • No material debt maturities until 2028
  • Best-in-class portfolio and fortress balance sheet

Challenges Ahead

  • Potential adverse effect of ongoing worldwide economic uncertainties
  • Increased inflation and interest rates on the financial condition
  • Weakening of real estate markets
  • Decreases in the availability of credit
  • Adverse changes in the retail industry