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    Samuel A.A. OhiomahDeutsche Bank

    Samuel A.A. Ohiomah's questions to Agree Realty Corp (ADC) leadership

    Samuel A.A. Ohiomah's questions to Agree Realty Corp (ADC) leadership • Q2 2025

    Question

    Speaking for Omotayo Okusanya, Samuel A.A. Ohiomah asked what provided management the confidence to raise its full-year investment guidance given the uncertain macroeconomic backdrop and potential tariff risks.

    Answer

    President & CEO Joey Agree provided a concise and direct answer, stating that the company already has strong visibility into its investment pipeline for the coming months. He said, 'Outside of sourcing acquisitions for Q4... we already know it's there,' indicating the increase is based on a well-defined and committed pipeline.

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