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Agree Realty Corporation: Business Overview, Financials & Competitive Analysis

Agree Realty Corporation scores 8/10 on the AskCyborg Cyborg Score (Strong). Premium net lease REIT with strong tenant quality, reliable dividend growth, and aggressive acquisition guidance for 2026. According to 12 analysts, the average rating for ADC stock is "Buy." The monthly dividends reflect an annualized dividend amount of $3.144 per common share, representing a 3.6% year-over-year increase. In 2025.

What is Agree Realty Corporation's industry? Agree Realty Corporation (agreerealty.com) operates in Real Estate Investment Trust (REIT) - Retail Net Lease. AskCyborg classifies Agree Realty Corporation under Real Estate Investment Trust (REIT) - Retail Net Lease in its company registry.

Agree Realty Corporation is a publicly traded real estate investment trust that is RETHINKING RETAIL through the acquisition and development of properties net leased to industry-leading, omni-channel retail tenants. A...

8/ 10Strong

Cyborg Score thesis

Premium net lease REIT with strong tenant quality, reliable dividend growth, and aggressive acquisition guidance for...

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Industry Real Estate Investment Trust (REIT) - Retail Net Lease
3 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 14, 2026
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Agree Realty Corporation OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Agree Realty Corporation Overview

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Agree Realty Corporation is a publicly traded real estate investment trust that is RETHINKING RETAIL through the acquisition and development of properties net leased to industry-leading, omni-channel retail tenants. As of December 31, 2025, the Company owned and operated a portfolio of 2,674 properties, located in all 50 states and containing approximately 55.5 million square feet of gross leasable area.

Strategic Profile

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Agree Realty offers a high-quality, diversified net lease retail REIT portfolio, with peer-leading investment-grade tenant concentration and robust lease terms, standing out as an A-tier triple-net REIT with a high-quality, investment-grade tenant base and recession-resistant sector exposure. The company increased 2026 investment guidance to $1.4 billion to $1.6 billion, demonstrating strong confidence in acquisition opportunities.

Competitive Landscape

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ADC competes within the retail net lease REIT space against diversified peers. Key competitors include Acadia Realty Trust and other triple-net lease REITs focused on omnichannel retail. ADC's differentiation comes from its long tenure (founded 1971), strong tenant base (TJX, CVS, Walgreens, 7-Eleven), and three-platform external growth strategy.

Industry Context

Agree Realty Corporation operates in Real Estate Investment Trust (REIT) - Retail Net Lease.

Key facts

Founded: 1971 · Headquarters: Royal Oak, Michigan · Revenue: $718M · Market cap: $9.2B

What the analysts stress-tested

The top findings that survived the multi-agent debate for Agree Realty Corporation.

  • Owns 2,674 retail properties across all 50 states with 55.5M sq ft of leasable area as of Dec 2025
  • Revenue grew 16.4% YoY to $718M in 2025; raising 2026 AFFO guidance to $4.54-$4.58 per share
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Recent developments

Material events tracked by the AskCyborg corpus.

  • February 2026Released Q4 2025 earnings with $4.54-$4.58 AFFO guidance and $1.4-$1.6B investment target
  • February 2026Declared monthly dividend of $0.262 per share for January and February 2026, 3.6% YoY increase
  • +2 moreTrack every material event for Agree Realty Corporation as it happens. Explore monitoring →
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Acadia Realty TrustNet lease retail REIT competitor→STORE CapitalRetail triple-net lease REIT→Realty IncomeDiversified net lease REIT→

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Industry context

Agree Realty Corporation operates in Real Estate Investment Trust (REIT) - Retail Net Lease. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Agree Realty Corporation do?+
Agree Realty Corporation is a publicly traded real estate investment trust that is RETHINKING RETAIL through the acquisition and development of properties net leased to industry-leading, omni-channel retail tenants. A...
What is Agree Realty Corporation's Cyborg Score?+
Agree Realty Corporation has a Cyborg Score of 8/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Agree Realty Corporation's main competitors?+
Named competitors include Acadia Realty Trust, STORE Capital, Realty Income. The full competitive landscape is in the AskCyborg report.
How can I get the full Agree Realty Corporation research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Agree Realty Corporation research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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