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Agree Realty expands credit facility to $1.25 billion

Published 08/09/2024, 04:34 AM
ADC
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ROYAL OAK, Mich. - Agree Realty Corporation (NYSE:ADC), a real estate investment trust, has announced the enhancement of its financial flexibility by amending its revolving credit agreement. The updated credit facility has increased to $1.25 billion and includes an option to further extend the borrowing capacity to $2.0 billion.

The amended credit facility, which matures in August 2028 with an option for the company to extend it to August 2029, also features a reduced borrowing cost. The interest rate on borrowings has been lowered by five basis points, now set at a rate of SOFR plus 82.5 basis points, including a credit spread adjustment.

Peter Coughenour, the Chief Financial Officer of Agree Realty, expressed gratitude for the backing from the company's bank group and highlighted the enhancement of their balance sheet. He noted that the company's liquidity, excluding the credit facility's $750 million accordion option, is approximately $1.7 billion, which supports their growth strategy.

Agree Realty focuses on acquiring and developing properties leased to retail tenants with a strong presence in both physical and online commerce. As of June 30, 2024, the company's portfolio consisted of 2,202 properties across 49 states, totaling around 45.8 million square feet of gross leasable area. The company's common stock trades on the New York Stock Exchange under the ticker "ADC."

In other recent news, Agree Realty Corporation's second-quarter financial results for 2024 have led to a shift in the company's strategy, with RBC Capital Markets adjusting their outlook on the firm's stock. The real estate investment trust saw a rise in acquisition guidance, significant efforts in raising capital, and an improved cost of capital. RBC Capital Markets increased the price target for Agree Realty to $70.00, up from $63.00, maintaining an Outperform rating on the stock.

In a separate update, UBS initiated coverage on Agree Realty, assigning a Neutral rating due to expectations of limited growth opportunities. The company's adjusted funds from operations (AFFO) growth is projected to be at 3.9% for 2024 and 3.2% for 2025.

Furthermore, Agree Realty's operating partnership, Agree Limited Partnership, priced a public offering of $450 million in senior unsecured notes due in 2034. The proceeds from the offering are intended for general corporate use, including to finance property acquisitions and development projects. These are the recent developments for Agree Realty Corporation.

InvestingPro Insights

Agree Realty Corporation (NYSE:ADC) has recently enhanced its financial position, as reflected in the amendment of its revolving credit agreement. This strategic move aligns with some of the latest data and insights provided by InvestingPro. With a market capitalization of approximately $7.18 billion, Agree Realty stands as a significant player in the real estate investment trust (REIT) market.

One of the notable InvestingPro Tips for Agree Realty is the company's commendable track record of raising its dividend for 11 consecutive years, showcasing a commitment to returning value to shareholders. Additionally, the company has maintained dividend payments for 31 consecutive years, indicating a stable and reliable income stream for investors. These factors are particularly relevant for investors seeking steady income through dividends, especially in the context of the company's recent financial maneuvers to strengthen its balance sheet.

The InvestingPro Data metrics also provide valuable insights into the company's financial health. Agree Realty's price-to-earnings (P/E) ratio stands at 39.9, which is high, suggesting that the stock is trading at a premium compared to its earnings. This aligns with the InvestingPro Tip indicating that the stock is trading at a high earnings multiple and a high P/E ratio relative to near-term earnings growth. Furthermore, the company's revenue has grown by 20.68% over the last twelve months as of Q2 2024, reflecting a robust expansion in its operations.

Investors considering Agree Realty should note that the company's stock is trading near its 52-week high, with a price 97.8% of that high, and has experienced a significant 26.92% price total return over the last six months. This performance may interest those looking for companies with strong recent returns.

For those interested in a deeper analysis, InvestingPro offers additional tips on Agree Realty Corporation, which can be found at https://www.investing.com/pro/ADC. As of now, there are 14 additional InvestingPro Tips available, providing a comprehensive understanding of the company's financials and market performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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