Acadia Realty Trust : Corporate Update – May 2025 (19bd93)

AKR

Published on 05/16/2025 at 13:06

A Unique Opportunity 3

Street Is Our Strength / Scalable Differentiator 10

A Resilient Balance Sheet 17

Putting Capital To Work 19

Key Highlights 41

2

INTRODUCTION

STREET

ACQUISITIONS

BALANCE SHEET

PORTFOLIO

Acadia Realty Trust is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual operating platforms (Core Portfolio and Investment Management) and its disciplined, location-driven investment strategy.

Since our founding in 1998, we have built a best-in-class Core real estate portfolio with meaningful concentrations of assets in the nation's most dynamic corridors.

Business Model Differentiation:

Our Investment Management Platform gives us the agility to make profitable, opportunistic and value-add investments in assets and markets where we can add value and realize strong returns.

square feet of Total GLA [1]

Properties [1]

yearly internal growth

earnings accretion for every $200M of gross investment

1

As of 03/31/2025 AKR Supplemental Report.

4

INVESTMENT MANAGEMENT PLATFORM

Institutional Capital Strategy: Opportunistic/Value-Add across capital stack, high-yielding, redevelopments & special situations.

Represents 15% of AKR's

Net Asset Value (NAV)

~$2.5 billion

Assets Under Management (AUM)

Core Portfolio Focused on High-Growth Street Retail, Along with an Investment Management Platform

CORE

ON-BALANCE SHEET

Public Capital Strategy:

Open-air retail assets focused on high-growth markets with differentiated exposure to street retail.

Represents 85% of AKR's

Net Asset Value (NAV)

~ $3.5 billion

Assets Under Management (AUM)

A VIRTUOUS CYCLE

OF VALUE CREATION

VALUE-ADD

DEVELOPMENT

DISTRESSED RETAILER REAL ESTATE

HIGH YIELD

VALUE-ADD

/ LEASE UP

5

Disclaimer

Acadia Realty Trust published this content on May 16, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 16, 2025 at 17:05 UTC.