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Agree Realty (ADC) investor relations material
Agree Realty Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary1 Aug, 2025
Executive summary
Portfolio expanded to 2,513 retail properties across all 50 states, totaling 52 million sq. ft., with 99.6% occupancy and a weighted average lease term of 8.0 years as of June 30, 2025.
Over $727M invested in 162 properties in H1 2025, with 67.8%–68% of base rents from investment grade tenants.
Raised 2025 AFFO per share guidance to $4.29–$4.32 and investment volume guidance to $1.4–$1.6B, both reflecting over 4% growth at midpoint.
Maintained strong liquidity with $2.3B available and no material debt maturities until 2028.
Raised over $800M in debt and equity in Q2, including a $400M public bond offering and $387M in forward equity.
Financial highlights
Q2 2025 rental income rose 15% year-over-year to $175.4M; Core FFO per share was $1.05 (up 1.3%), and AFFO per share was $1.06 (up 1.7%).
Q2 2025 net income per share decreased 18.5% year-over-year to $0.43; net income attributable to common stockholders was $47.3M.
Declared monthly dividend of $0.256 per share for Q2, annualized to $3.07, a 2.4% year-over-year increase.
Dividend payout ratio at 72% of AFFO per share; $120M in free cash flow after dividends expected for the year.
AFFO payout ratio averaged 75% over the past 10 years, with 161 consecutive dividends paid.
Outlook and guidance
2025 AFFO per share guidance raised to $4.29–$4.32, with investment volume guidance at $1.4–$1.6B.
Disposition volume guidance remains $10–$50M.
Guidance includes 25–50 bps of credit loss, with actuals trending toward the lower end.
General and administrative expenses expected at 5.6%–5.9% of adjusted revenue.
Guidance subject to risks and uncertainties as described in SEC filings.
Development platform's impact on earnings algorithm
Drivers of strong brick-and-mortar demand
AI's role in driving operational efficiencies
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Next Agree Realty earnings date
Q3 202522 Oct, 2025
Next Agree Realty earnings date
Q3 202522 Oct, 2025
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Frequently asked questions
Agree Realty Corporation is a real estate investment trust focused on the acquisition and development of net lease retail properties. The company’s portfolio includes single-tenant commercial properties leased to national and regional retailers under long-term agreements. It operates across multiple U.S. states. Agree Realty Corporation is headquartered in Bloomfield Hills, Michigan, and its shares are listed on the NYSE.
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