Agree Realty Reports Strong Q3 2024 Results, Raises Acquisition and AFFO Guidance

ADC
October 04, 2025

Agree Realty Corporation announced robust financial results for the third quarter ended September 30, 2024. Net Income attributable to common stockholders increased by 7.2% to $42.5 million, or $0.42 per share, compared to $39.7 million, or $0.41 per share, in the comparable period of 2023.

The company reported a 7.4% increase in Adjusted Funds From Operations (AFFO) to $104.8 million, or $1.03 per share, for Q3 2024, up from $97.6 million, or $1.00 per share, in Q3 2023. Core FFO also saw a 6.8% rise to $102.9 million, or $1.01 per share.

Agree Realty raised its full-year 2024 acquisition guidance to approximately $850 million, an increase from the previous estimate of $700 million. The lower end of the 2024 AFFO per share guidance was also increased to a range of $4.12 to $4.14, reflecting confidence in continued strong performance.

The company's portfolio, as of September 30, 2024, comprised 2,271 properties across 49 states, with a 99.6% occupancy rate. Approximately 67.5% of annualized base rents were derived from investment-grade retail tenants, underscoring the portfolio's quality.

During the third quarter, Agree Realty invested approximately $215.6 million in 66 properties at a weighted-average capitalization rate of 7.5% and a weighted-average lease term of 9.8 years. Capital markets activities included increasing the senior unsecured revolving credit facility to $1.25 billion and raising nearly $470 million of forward equity, contributing to a record liquidity of over $1.9 billion.

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