Agree Realty targets 5.4% AFFO growth in 2026 amid $1.4B-$1.6B investment guidance increase

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Reported Facts

Observable data points shared across all narratives

•Agree Realty communicated a 2026 AFFO growth target of 5.4%.
•Agree Realty increased its investment guidance to a range of $1.4B to $1.6B.
•NNN REIT outlined a 2026 AFFO per share growth target of 3.2%.
•NNN REIT reported acquisition volume reaching a record $900M.
•First Capital Real Estate Investment Trust reported operating FFO of $0.34.
•First Capital Real Estate Investment Trust reported net income attributable of $849.5M.
•Apollo Commercial Real Estate Finance reported a Q4 2025 earnings beat and announced a portfolio sale.
•Apollo Commercial Real Estate Finance signaled an asset monetization strategy focused on timing an exit from its REO portfolio.
•Brookfield reported 11% growth in distributable earnings and record deployable capital of $188B in its Q4 2025 slides.

▸If Agree Realty executes investment activity within the $1.4B–$1.6B guidance range at underwriting assumptions consistent with its plan, then external growth could be a primary contributor to achieving the stated 2026 AFFO growth target.

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FINANCE

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