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Dec 31, 2023

Agree Realty Q4 2023 Earnings Report

Agree Realty Corporation reported results for the quarter and full year ended December 31, 2023, with fourth quarter ATM activity creating $500 million of leverage neutral investment capacity.

Key Takeaways

Agree Realty Corporation announced its Q4 and full year 2023 results. The company's net income for the quarter increased by 12.9% to $44.1 million. Total acquisition volume for the fourth quarter was approximately $187.2 million.

Net Income for the three months ended December 31, 2023 increased 12.9% to $44.1 million, compared to $39.1 million for the comparable period in 2022.

Core FFO for the three months ended December 31, 2023 increased 16.8% to $99.7 million, compared to Core FFO of $85.3 million for the comparable period in 2022.

AFFO for the three months ended December 31, 2023 increased 18.8% to $100.3 million, compared to AFFO of $84.4 million for the comparable period in 2022.

Total acquisition volume for the fourth quarter was approximately $187.2 million and included 50 select properties net leased to leading retailers.

Total Revenue
$144M
Previous year: $117M
+23.7%
EPS
$1
Previous year: $0.95
+5.3%
Gross Leasable Area
44.2M
Previous year: 38.1M
+16.0%
Gross Profit
$79.8M
Previous year: $103M
-22.6%
Cash and Equivalents
$14.5M
Previous year: $28.9M
-49.8%
Free Cash Flow
$98M
Previous year: -$307M
-131.9%
Total Assets
$7.77B
Previous year: $6.71B
+15.8%

Agree Realty

Agree Realty

Forward Guidance

Agree Realty remains intently focused on prudently allocating capital to drive sustainable AFFO per share growth above our previously discussed base case of over 3% growth in 2024.