• Agree Realty discussed second-quarter 2026 results on a July 31 earnings call attended by senior management and analysts from UBS, Citi, Wells Fargo, Evercore, Green Street, BMO, Huntington, and Morgan Stanley.
• Raised 2026 investment-volume guidance to USD 1.6 billion-USD 1.8 billion; second-quarter investment topped USD 500 million across 102 properties.
• Lifted 2026 AFFO per-share guidance to USD 4.57-USD 4.59; second-quarter core FFO per share was USD 1.13, AFFO per share USD 1.14.
• Cut full-year credit and occupancy loss assumption to 25 bps; year-to-date loss ran at 10 bps, occupancy rose to 99.8%.
• Liquidity totaled about USD 1.9 billion; 10-year unsecured debt could price in the low 5s with swaps, forward-equity settlement likely in the second half.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Agree Realty Corporation published the original content used to generate this news brief on August 04, 2026, and is solely responsible for the information contained therein.