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Agree Realty Announces 2025 Investment Activity & 2026 Investment Outlook

Agree Realty Corporation (ADC) | January 5, 2026

By Paula Scott

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Agree Realty Corporation announced a summary of its investment activity in 2025 and introduced investment guidance for 2026.

Total real estate investment volume for 2025 amounted to approximately $1.55 billion, with acquisitions spanning 41 states and net leased to industry-leading tenants.

The company's outlook for 2026 investment volume is between $1.25 billion and $1.50 billion of retail net lease properties.

2025 Investment Activity

Total real estate investment volume for 2025: $1.55 billion, acquisitions completed at a weighted-average cap rate of 7.2%.

2026 Investment Outlook

Forecasting investment volume between $1.25 billion and $1.50 billion of retail net lease properties for 2026.

Capital Markets Update

Total liquidity of over $2.0 billion as of December 31, 2025, including availability under revolving credit facility and Term Loan.

  • Agree Realty strengthened its balance sheet with liquidity exceeding $2.0 billion, positioning for accelerated earnings growth in 2026.
  • The company's focus on acquisitions and development projects in 2025 reflects a strategic expansion across diverse retail sectors and states.
  • Entering 2026, Agree Realty's fortified balance sheet and strong pipelines set a positive outlook for future growth and performance.

Agree Realty Corporation's robust investment activity in 2025 and optimistic outlook for 2026 demonstrate a promising trajectory for continued growth and value creation in the real estate sector.