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Jun 30, 2020

Agree Realty Q2 2020 Earnings Report

Agree Realty reported record results and increased acquisition guidance.

Key Takeaways

Agree Realty Corporation announced record second quarter 2020 results, with net income increasing by 36.1% and core FFO rising by 32.0%. The company also increased its 2020 acquisition guidance to $900 million to $1.1 billion.

Net income attributable to the Company increased 36.1% to $25.3 million.

Core FFO increased 32.0% to $40.9 million.

Total acquisition volume for the second quarter of 2020 was approximately $271.8 million.

The Company increased its full-year acquisition guidance to a range of $900 million to $1.1 billion.

Total Revenue
$57.5M
Previous year: $44.9M
+28.1%
EPS
$0.76
Previous year: $0.74
+2.7%
Gross Leasable Area
18.4M
Gross Profit
$62.3M
Previous year: $39.3M
+58.4%
Cash and Equivalents
$29.3M
Previous year: $5.52M
+431.5%
Free Cash Flow
-$233M
Total Assets
$3.11B
Previous year: $2.3B
+35.0%

Agree Realty

Agree Realty

Forward Guidance

The Company’s outlook for total acquisition volume in 2020, which includes several significant assumptions, is being increased to a range of $900 million to $1.1 billion from a previous range of $700 million to $800 million. The Company is increasing the lower end of its total disposition guidance range for 2020 from $35 million to $50 million and is maintaining the upper end of the range at $75 million.

Positive Outlook

  • Increased acquisition guidance to a range of $900 million to $1.1 billion.
  • Company received July rent payments from 94% of its portfolio and entered into deferral agreements with tenants representing 3% of July rents.
  • Portfolio was approximately 99.8% leased.
  • Weighted-average remaining lease term of approximately 9.7 years.
  • Properties were acquired at a weighted-average capitalization rate of 6.5%.

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