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Dec 31, 2025
Agree Realty Q4 2025 Earnings Report
Agree Realty delivered solid fourth-quarter results with higher earnings and continued portfolio growth.
Key Takeaways
In Q4 2025, Agree Realty reported higher revenue and net income, driven by portfolio expansion, strong leasing fundamentals, and growth in Core FFO and AFFO per share.
Net income and EPS increased year over year
Core FFO and AFFO per share showed solid growth
Portfolio remained nearly fully occupied
Continued disciplined acquisition and development activity
Forward Guidance
For 2026, Agree Realty expects steady earnings growth supported by acquisitions, development activity, and a strong balance sheet.
Positive Outlook
- AFFO per share guidance of $4.54 to $4.58 for 2026
- Investment volume guidance of $1.4B to $1.6B
- Strong liquidity position entering 2026
- High-quality, diversified retail tenant base
- Continued focus on accretive external growth
Challenges Ahead
- Rising interest rate environment
- Potential acquisition competition
- Execution risk on development projects
- Macroeconomic uncertainty affecting retail tenants
- Exposure to capital markets conditions
Historical Earnings Impact
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Avg. Return Before/After Earnings
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