Results of Operations and Financial Condition. On July 30, 2026, Agree Realty Corporation (the “Company”) issued a press release describing its results of operations for the second quarter ended June 30, 2026, and posted an updated investor presentation and supplemental financial information, including additional financial and operating metrics to its website. The press release, investor presentation and supplemental financial information are furnished as Exhibits 99.1, 99.2 and 99.3, respect…

Results of Operations and Financial Condition. On April 21, 2026, Agree Realty Corporation (the “Company”) issued a press release describing its results of operations for the first quarter ended March 31, 2026, and posted an updated investor presentation and supplemental financial information, including additional financial and operating metrics to its website. The press release, investor presentation and supplemental financial information are furnished as Exhibits 99.1, 99.2 and 99.3, respec…

Regulation FD Disclosure. On February 26, 2026, the Company posted an updated investor presentation to its website at www.agreerealty.com, which is furnished as Exhibit 99.1 to this report and is hereby incorporated by reference. In the presentation, the Company disclosed that it entered into forward sale agreements in connection with its at-the-market equity program to sell an aggregate of approximately 8.3 million shares of common stock for anticipated net proceeds of over $623 million. In…

Results of Operations and Financial Condition. On February 10, 2026, Agree Realty Corporation (the “Company”) issued a press release describing its results of operations for the fourth quarter and full year ended December 31, 2025, and posted an updated investor presentation to its website. The press release is furnished as Exhibit 99.1 to this report. The investor presentation is furnished as Exhibit 99.2 to this report. The information furnished with this Item 2.02 (including Exhibits 99.1…

Entry into a Material Definitive Agreement . ​ 2025 Term Loan Agreement ​ Agree Realty Corporation (the “Company”), as parent guarantor, and Agree Limited Partnership, as borrower (the “Borrower”), entered into that certain Term Loan Agreement, dated as of November 17, 2025 (the “2025 Term Loan Agreement”), with PNC Bank, National Association (“PNC Bank”), as administrative agent, and a syndicate of lenders named therein (collectively, the “Lenders”), and with certain indirect subsidiaries of…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. ​ The disclosure required by this

Results of Operations and Financial Condition. On October 21, 2025, Agree Realty Corporation (the “Company”) issued a press release describing its results of operations for the third quarter ended September 30, 2025, and posted an updated investor presentation to its website. The press release is furnished as Exhibit 99.1 to this report. The investor presentation is furnished as Exhibit 99.2 to this report. The information furnished with this Item 2.02 (including Exhibits 99.1 and 99.2 under

Results of Operations and Financial Condition. On July 31, 2025, Agree Realty Corporation (the “Company”) issued a press release announcing its results of operations for the second quarter ended June 30, 2025, and posted an updated investor presentation to its website. The press release is furnished as Exhibit 99.1 to this report. The investor presentation is furnished as Exhibit 99.2 to this report. The information furnished with this Item 2.02 (including Exhibits 99.1 and 99.2 under

Other Events. The offering closed on May 23, 2025 and resulted in net proceeds to the Parent Guarantor of approximately $393.6 million, after deducting the underwriting discount and the estimated offering expenses payable by the Issuer. The Notes were offered pursuant to (i) the shelf registration statement on Form S-3 (File No. 333-271668) which became effective upon filing with the Securities and Exchange Commission (the “Commission”) on May 5, 2023, as amended by the post-effective amendme…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On May 23, 2025, Agree Limited Partnership (the “Issuer”), a Delaware limited partnership and subsidiary of Agree Realty Corporation, a Maryland corporation (the “Parent Guarantor”), completed an underwritten public offering of $400 million aggregate principal amount of its 5.600% Notes due 2035 (the “Notes”). The Notes are fully and unconditionally guaranteed (the “Guarantee”) b…

Entry into a Material Definitive Agreement. The information set forth in

Other Events. April 2025 Forward Transaction On April 23, 2025, Agree Realty Corporation, a Maryland corporation (the “Company”) entered into (a) a forward sale agreement (the “Forward Sale Agreement”) with Bank of America, N.A., as forward purchaser, and (b) an underwriting agreement (the “Underwriting Agreement”) with (i) Agree Limited Partnership, a Delaware limited partnership (the “Operating Partnership”), for which the Company is the sole general partner, (ii) BofA Securities, Inc., in…

Results of Operations and Financial Condition. On April 22, 2025, Agree Realty Corporation (the “Company”) issued a press release announcing its results of operations for the first quarter ended March 31, 2025, and posted an updated investor presentation to its website. The press release is furnished as Exhibit 99.1 to this report. The investor presentation is furnished as Exhibit 99.2 to this report. The information in this Form 8-K is being furnished and shall not be deemed to be “filed” fo…

Results of Operations and Financial Condition. On February 11, 2025, Agree Realty Corporation (the “Company”) issued a press release describing its results of operations for the fourth quarter and full year ended December 31, 2024, and posted an updated investor presentation to its website. The press release is furnished as Exhibit 99.1 to this report. The investor presentation is furnished as Exhibit 99.2 to this report. The information in this Form 8-K is being furnished and shall not be de…

Other Events. At-The-Market Equity Program On October 25, 2024, Agree Realty Corporation (the “ Company ”) and Agree Limited Partnership (the “ Operating Partnership ”), for which the Company is the sole general partner, entered into an at-the-market (“ ATM ”) equity distribution agreement with each of Wells Fargo Securities, LLC (“ Wells Fargo ”), Robert W. Baird & Co Incorporated ( “Baird” ), BofA Securities, Inc. (“ BofA Securities ”), BTIG, LLC (“ BTIG ”), Citigroup Global Markets Inc. (“…

Results of Operations and Financial Condition. On October 22, 2024, Agree Realty Corporation (the “Company”) issued a press release describing its results of operations for the third quarter ended September 30, 2024, and posted an updated investor presentation to its website. The press release is furnished as Exhibit 99.1 to this report. The investor presentation is furnished as Exhibit 99.2 to this report. The information in this Form 8-K is being furnished and shall not be deemed to be “fil…

Entry into a Material Definitive Agreement. Fourth Amended and Restated Revolving Credit Agreement Agree Realty Corporation (the “Company”), as parent guarantor, and Agree Limited Partnership, as borrower (the “Borrower”), entered into that certain Fourth Amended and Restated Revolving Credit Agreement, dated as of August 8, 2024 (the “Credit Agreement”), with PNC Bank, National Association, as Administrative Agent, and a syndicate of lenders named therein, and with certain indirect subsidiar…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The disclosure required by this

Results of Operations and Financial Condition. On July 23, 2024, Agree Realty Corporation (the “Company”) issued a press release describing its results of operations for the second quarter ended June 30, 2024, and posted an updated investor presentation to its website. The press release is furnished as Exhibit 99.1 to this report. The investor presentation is furnished as Exhibit 99.2 to this report. The information in this Form 8-K is being furnished and shall not be deemed to be “filed” for…

The filing discloses the approval of a new equity incentive plan, which is a compensatory arrangement rather than a change in management personnel.

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On May 13, 2024, Agree Limited Partnership (the “Issuer”), a Delaware limited partnership and subsidiary of Agree Realty Corporation, a Maryland corporation (the “Parent Guarantor”), completed an underwritten public offering of $450 million in aggregate principal amount of its 5.625% Notes due 2034 (the “Notes”). The Notes are fully and unconditionally guaranteed (the “Guarantee”…

Entry into a Material Definitive Agreement. The information set forth in

Other Events. The offering closed on May 13, 2024 and resulted in net proceeds to the Parent Guarantor of approximately $440.8 million, after deducting the underwriting discount and the estimated offering expenses payable by the Issuer. The Notes were offered pursuant to (i) the shelf registration statement on Form S-3 (File No. 333-271668) which became effective upon filing with the Securities and Exchange Commission (the “Commission”) on May 5, 2023, as amended by post-effective amendment n…

Results of Operations and Financial Condition. On April 23, 2024, Agree Realty Corporation (the “Company”) issued a press release describing its results of operations for the first quarter ended March 31, 2024, and posted an updated investor presentation to its website. The press release is furnished as Exhibit 99.1 to this report. The investor presentation is furnished as Exhibit 99.2 to this report. The information in this Form 8-K is being furnished and shall not be deemed to be “filed” fo…