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Jun 30, 2023

Agree Realty Q2 2023 Earnings Report

Agree Realty Corporation reported an increase in net income and AFFO for the second quarter of 2023, while increasing acquisition guidance to at least $1.3 billion and surpassing 2,000 properties.

Key Takeaways

Agree Realty Corporation announced its Q2 2023 results, featuring an increase in net income to $39.0 million and AFFO to $91.8 million. The company increased its full-year acquisition guidance to at least $1.3 billion and surpassed 2,000 properties in its portfolio.

Net Income for the three months ended June 30, 2023 increased 14.3% to $39.0 million, compared to $34.1 million for the comparable period in 2022.

AFFO for the three months ended June 30, 2023 increased 24.5% to $91.8 million, compared to AFFO of $73.7 million for the comparable period in 2022.

Total acquisition volume for the second quarter was approximately $305.0 million and included 92 properties net leased to leading retailers.

The Company's outlook for acquisition volume for the full-year 2023 is being increased to at least $1.3 billion of high-quality retail net lease properties, from at least $1.2 billion previously.

Total Revenue
$130M
Previous year: $105M
+23.9%
EPS
$0.98
Previous year: $0.97
+1.0%
Gross Leasable Area
41.7M
Previous year: 33.8M
+23.4%
Gross Profit
$114M
Previous year: $91.9M
+23.8%
Cash and Equivalents
$12.2M
Previous year: $26.3M
-53.6%
Free Cash Flow
-$217M
Previous year: -$335M
-35.1%
Total Assets
$7.27B
Previous year: $6.04B
+20.4%

Agree Realty

Agree Realty

Forward Guidance

The Company's outlook for acquisition volume for the full-year 2023 is being increased to at least $1.3 billion of high-quality retail net lease properties, from at least $1.2 billion previously.