Revenue distribution by industry:

• Retail: approx. 85%
• Healthcare: approx. 10%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

1. Grocery stores: approx. 30%
2. Drugstores: approx. 25%
3. Home improvement stores: approx. 20%

Agree Realty Corporation generates the majority of its revenue from the retail sector, with grocery stores, drugstores, and home improvement stores being the most significant markets. These segments benefit from stable demand and long-term leases, leading to a reliable source of income for the company.

The focus on these markets provides a certain resilience to economic fluctuations, as they are considered essential services.

Production: No physical production

Agree Realty Corporation (NYSE:ADC) is a Real Estate Investment Trust (REIT) and does not engage in physical production. The company specializes in acquiring and developing properties, particularly in the retail real estate sector. Its main activities include investing in and managing real estate portfolios leased to retailers.

Strategy for Future Growth: Diversification of the real estate portfolio, focus on prime tenants, expansion into high-growth markets.

Agree Realty Corporation pursues a strategy aimed at diversifying its real estate portfolio to minimize risk and secure stable returns. The company focuses on acquiring properties in prime locations that offer long-term leases with creditworthy tenants.

Another focus is on expanding into high-growth markets, especially in regions with positive demographic trends and economic growth. Through this strategy, Agree Realty Corporation aims to strengthen its market position and achieve sustainable growth.

Unfortunately, specific data on the imported raw materials or materials of Agree Realty Corporation are not directly available, as the company is mainly active in the real estate sector and does not engage in production or manufacturing that would require the import of raw materials.

Agree Realty Corporation is a Real Estate Investment Trust (REIT) specializing in the acquisition and development of properties leased to leading retailers. Therefore, the company focuses more on acquiring and managing real estate rather than importing raw materials.

When it comes to building materials for construction or renovation projects, these could be sourced from construction companies that Agree Realty collaborates with. Such materials could typically come from the USA or international suppliers, depending on the specific requirements and projects.

Market share: 3.5% (2025, estimated)

Real estate portfolio: Over 1,800 properties (2025)

Occupancy rate: 99% (2025)

Agree Realty Corporation has gained a solid competitive advantage through a diversified and extensive real estate portfolio. With over 1,800 properties and a high occupancy rate of 99%, the company demonstrates strong operational efficiency and high demand for its properties.

Another advantage is the strategic focus on high-quality retail properties in prime locations, leading to stable income and low tenant turnover. This strategy enables Agree Realty to maintain consistent performance even in economically challenging times.

Additionally, the company benefits from long-term leases with financially strong tenants, increasing income security and minimizing the risk of rental defaults. This gives Agree Realty a significant competitive edge over smaller or less diversified competitors.

Institutional Investor Share: Approx. 85% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant transactions in the last quarter (estimated)

Agree Realty Corporation has traditionally had a high institutional investor share, indicating the trust of large investors in the company's stability and growth potential. These investors appreciate Agree Realty's long-term strategy and solid dividend policy.

Regarding insider buys and sells, there were no significant transactions in the last quarter. This could suggest that management has confidence in the current company strategy and sees no need to change their positions.

Market share of Agree Realty Corporation (ADC): Estimated 2-3% (2025)

Main competitors and their market shares:

1. Realty Income Corporation (NYSE: O) - approx. 10%
2. National Retail Properties, Inc. (NYSE: NNN) - approx. 7%
3. Kimco Realty Corporation (NYSE: KIM) - approx. 6%
4. Simon Property Group, Inc. (NYSE: SPG) - approx. 5%
5. Regency Centers Corporation (NASDAQ: REG) - approx. 4%
6. Federal Realty Investment Trust (NYSE: FRT) - approx. 3%
7. Agree Realty Corporation (NYSE: ADC) - approx. 2-3%

Moat of Agree Realty Corporation:

Agree Realty Corporation specializes in freestanding retail properties that are leased long-term to financially strong tenants. This provides a certain protection against economic fluctuations, as the tenants are often large, stable retail chains. ADC's moat lies in its strategic focus on high-quality locations and long-term leases.

Compared to its competitors, Agree Realty has a moderate moat. Realty Income Corporation has a stronger moat due to its greater diversification and market presence. National Retail Properties and Kimco Realty also have significant advantages due to their larger size and diversified real estate portfolios.

Overall, Agree Realty has a solid, but not outstanding moat compared to its larger competitors. However, specializing in freestanding retail properties can be advantageous in certain market cycles.

Revenue Growth: 8.5% (2024) FFO Growth: 7.2% (2024) Dividend Yield: 4.2% (2024)

Agree Realty Corporation recorded solid revenue growth of 8.5% in 2024. This is a positive sign for the company's stability and growth potential. The growth of Funds from Operations (FFO) by 7.2% in the same period highlights the company's ability to increase its operating income, which is an important metric for real estate companies.

The dividend yield of 4.2% is attractive to investors seeking regular returns. Agree Realty has a strong history of dividend payments, indicating a reliable source of income for investors.

Overall, Agree Realty Corporation demonstrates robust financial performance and offers an attractive dividend yield, making it a potentially good investment for investors interested in stable returns and long-term growth.

Dividend Yield: 4.2% (estimated for 2025)

Agree Realty Corporation regularly pays a dividend. The dividend yield is currently estimated at 4.2%, which is considered attractive compared to other companies in the real estate industry.

Agree Realty has a solid history of dividend payments and is known for its reliability in distribution. The company has consistently increased its dividends in the past, indicating strong financial health and stable cash flows.

The reliability of dividend payments is supported by Agree Realty's diversified portfolio, consisting of high-quality retail properties. This ensures stable income, even in economically challenging times.