Agree Realty Reports $1.55B Investment in 2025, Sees $1.25B to $1.5B in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 05 2026
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Agree Realty Corporation announced a summary of its investment activity in 2025, introduced investment guidance for 2026, and provided an update on its portfolio as well as its fourth quarter capital markets activity. Total real estate investment volume for 2025, inclusive of acquisition, development, and Developer Funding Platform projects completed or under construction, amounted to a total of approximately $1.55B. During the twelve months ended December 31, 2025, the company acquired 305 retail net lease properties for total acquisition volume of approximately $1.44B. The acquisitions were completed at a weighted-average capitalization rate of 7.2% and had a weighted-average remaining lease term of 11.5 years. Approximately 64.9% of annualized base rents acquired during the year were derived from investment grade retail tenants. Approximately 6.9% of annualized base rents acquired during the year were derived from ground leased assets. The company's outlook for investment volume in 2026, which includes capital deployment through its acquisition, development and DFP platforms, is between $1.25B and $1.5B of retail net lease properties.
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Analyst Views on ADC
Wall Street analysts forecast ADC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ADC is 81.32 USD with a low forecast of 75.00 USD and a high forecast of 90.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 71.960
Low
75.00
Averages
81.32
High
90.00
Current: 71.960
Low
75.00
Averages
81.32
High
90.00
About ADC
Agree Realty Corporation is an integrated real estate investment trust (REIT) primarily focused on the ownership, acquisition, development and management of retail properties net-leased to tenants. The Company's assets are held by, and all of its operations are conducted through, directly or indirectly, the operating partnership, of which the Company is the sole general partner. Its portfolio consists of over 2,370 properties located in 50 states and totaling approximately 48.8 million square feet of gross leasable area (GLA). Its portfolio of properties is located in Texas, Ohio, Florida, Michigan, Illinois, North Carolina, New Jersey, Pennsylvania, California, New York, Georgia, Virginia, Connecticut, Wisconsin and others. Its tenants include Walmart, Dollar General, Tractor Supply, Best Buy, Dollar Tree, TJX Companies, O'Reilly Auto Parts, CVS, Kroger, Lowe's, Hobby Lobby, Burlington, Sherwin-Williams, Sunbelt Rentals, Wawa, Home Depot, TBC Corporation, Gerber Collision, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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