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Jun 30, 2024

Agree Realty Q2 2024 Earnings Report

Agree Realty reported an increase in net income and AFFO per share, raised acquisition guidance, and expanded its credit facility.

Key Takeaways

Agree Realty Corporation reported strong second-quarter results, with a 35.5% increase in net income to $52.9 million and a 6.4% increase in AFFO per share to $1.04. The company increased its full-year acquisition guidance to approximately $700 million and raised its 2024 AFFO per share guidance to $4.11 to $4.14. Additionally, they expanded their Credit Facility to $1.25 Billion.

Net income increased 35.5% to $52.9 million compared to the same period in 2023.

AFFO per share increased 6.4% to $1.04 compared to the same period in 2023.

Acquisition guidance was increased to approximately $700 million for the full year.

2024 AFFO per share guidance was raised to a range of $4.11 to $4.14.

Total Revenue
$153M
Previous year: $130M
+17.5%
EPS
$1.04
Previous year: $0.98
+6.1%
Gross Leasable Area
45.8M
Previous year: 41.7M
+9.8%
Gross Profit
$84.5M
Previous year: $114M
-25.7%
Cash and Equivalents
$24.3M
Previous year: $12.2M
+99.2%
Free Cash Flow
$92.9M
Previous year: -$217M
-142.7%
Total Assets
$8B
Previous year: $7.27B
+10.0%

Agree Realty

Agree Realty

Forward Guidance

Agree Realty Corporation raised its 2024 AFFO per share guidance to a range of $4.11 to $4.14 and increased its full-year acquisition guidance to approximately $700 million.

Positive Outlook

  • Increased full-year acquisition guidance to approximately $700 million.
  • Raised 2024 AFFO per share guidance to a range of $4.11 to $4.14.
  • Expanded Credit Facility to $1.25 billion.
  • Portfolio was 99.8% leased as of June 30, 2024.
  • Total liquidity of $1.7 billion proforma for the closing of expanded Credit Facility.

Challenges Ahead

  • Ongoing worldwide economic uncertainties.
  • Increased inflation.
  • Increases in interest rates.
  • Weakening of real estate markets.
  • Adverse changes in the retail industry.