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Joel Agree

President, Chief Executive Officer & Director, AGREE REALTY CORP

Search every verified Joel Agree interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Joey Agree, CEO of Agree Realty, discussed the company's strategy and market outlook in a September 2026 interview with Brad Thomas. He noted that Agree Realty has seen approximately $34 million in open market insider purchases over the past 36 months, which he described as demonstrating alignment with shareholders. Agree said the company's portfolio is about 66.5% investment grade and that its watch list of tenants is smaller than it has ever been, citing a lack of material concerns. He also expressed preferences for certain retailers, including Chick-fil-A, Aldi, Publix, and Wegmans, while noting the company is not a big fan of movie theaters. Agree commented on recent Federal Reserve rate actions, saying he believed the hike was necessary to preserve the Fed's credibility and that it would likely be part of a sequence rather than a one-time move. He also addressed industry trends, noting that firms such as JP Morgan, GSA, and Goldman have recently announced net lease platforms. Agree expressed a view that net lease REITs should maintain simple structures, favoring on-balance-sheet acquisitions over off-balance sheet joint ventures or private capital, citing historical outcomes in the REIT sector. He also suggested that the current market period, with highs near records and higher rates, might be viewed with hindsight in about ten years as a historically unique time.

Recent appearances

  • The Ground Up: CEO Interview With Joey Agree of Agree Realty (ADC)

    September 18, 2026 · 📺 Wide Moat Research

    Brad Thomas speaks with Joey Agree, CEO of Agree Realty, about why the company stays tightly focused on U.S. retail net lease, how it sources deals, and why balance sheet strength is central to growth. The conversation also covers insider buying, the latest Fed rate move, ground leases, developer funding, and what a shakeout in the sector could look like over the next decade. Time stamps: 00:00 - Introduction to Joey Agree and Agree Realty’s role in net lease 00:36 - Insider buying and shareholder alignment 01:25 - Why the Fed rate hike was necessary 02:13 - The explosion in net lease REIT m…

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  • Agree Realty Corporation Q2 2026 Earnings Call | Retail Net Lease Acquisition Strategy

    August 03, 2026 · 📺 i101

    Agree Realty Corporation Q2 2026 Earnings Call | Retail Net Lease Acquisition Strategy Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If…

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  • Agree Realty Corporation Q1 2026 Earnings Call | AFFO Beats As Record $660M Raised Via ATM Program.

    April 23, 2026 · 📺 i101

    Agree Realty Corporation Q1 2026 Earnings Conference Call. If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news If you want us to remove your company's earnings call or any other conference call, please reach out to [email protected].

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  • CEO Joey Agree Breaks Down Agree Realty’s (ADC) Playbook

    February 04, 2026 · 📺 Dividend Stockpile

    I sit down with Joey Agree, CEO of Agree Realty (ADC), to break down what’s really happening in the net lease REIT space—and what investors should be watching next. We cover how Agree Realty has built one of the strongest balance sheets in retail real estate, why high-quality tenants matter more than ever, and how the company thinks about growth, risk, and dividends in today’s higher-rate environment. Whether you’re already an ADC shareholder or just looking to understand how net lease REITs fit into a long-term income portfolio, this conversation is packed with real-world insights straight…

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  • Agree Realty CEO Joey Agree on retail trends

    January 14, 2025 · 📺 CNBC Television

    Joey Agree, president and CEO at Agree Realty, joins CNBC's The Exchange to discuss the rise in risks for commercial properties, recent retail trends, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Foll…

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  • 5 Questions With Agree Realty (ADC) CEO Joey Agree.

    December 04, 2024 · 📺 Russ Knopf’s Dapper Dividends!

    Agree Realty (ADC) CEO Joey Agree stopped by to sit down for five questions and shared his stance on the dividend under his watch. Many thanks to Joey Agree for his generosity and time!🙏 Agree Realty Website: https://agreerealty.com/ Agree Realty "Fungible Boxes" White paper: https://agreerealty.com/wp-content/up... Agree Realty Investor Presentation: https://filecache.investorroom.com/mr... ⌚ Timestamps: 00:00 Intro/Question #1 - Changes in Retail from Agrees beginning 01:53 Question #2 - What are "Fungible Rectangles?" 07:21 Question #3 - What tenant traits does Agree Realty look for? 17…

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  • Agree Realty Working to Efficiently Identify Strongest Investment Opportunities

    June 17, 2024 · 📺 Nareit1

    Joey Agree, president and CEO of Agree Realty Corp. (NYSE: ADC), participated in a video interview at Nareit's REITweek: 2024 Investor Conference. Agree discussed the company's stance amidst the current macro operating environment. He emphasized the importance of stability and visibility, highlighting the company's ability to execute regardless of interest rate fluctuations. He also noted a shift in focus towards closing the bid-ask spread through transactions related to "death, divorce, and debt," rather than relying solely on marketed transactions. Read more: https://www.reit.com/news/vide…

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  • Interview with ADC CEO Joey Agree!!

    August 13, 2023 · 📺 High Yield Club with Joe Springer

    https://multibaggersvip.substack.com/

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  • Agree Realty Maintaining Acquisition Discipline During Period of Price Discovery

    June 29, 2023 · 📺 Nareit1

    Joey Agree, president and CEO of Agree Realty Corp. (NYSE: ADC), participated in a video interview at Nareit’s REITweek: 2023 Investor Conference, held in New York June 6-8. Agree commented on the acquisition landscape in which the REIT is operating today, the evolution of Agree Realty’s three external growth platforms and how it positions the company, as well as broader macro trends Agree will be paying closest attention to for the remainder of 2023. Read more: https://www.reit.com/news/video/agree...

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  • Power Connections Fireside Chat with Joey Agree

    July 13, 2022 · 📺 Agree Realty Corporation

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  • Joey Agree CEO Agree Realty Interview with Benzinga

    January 12, 2021 · 📺 Agree Realty Corporation

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  • Agree Realty Deploying Capital in “Highly Accretive” Manner, CEO Says

    November 25, 2020 · 📺 Nareit1

    Joey Agree says REIT improving quality of portfolio on a consistent basis.

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →