Acadia Realty Trust : Corporate Update – June 2025 (af22ec)

AKR

Published on 06/02/2025 at 19:00

Corporate Update 2025

TABLE OF CONTENTS 2

GREENE ST - NYC

A Unique Opportunity 3

Street is Our Strength 10

A Resilient Balance Sheet 17

Putting Capital to Work 19

WEST VILLAGE - NYC

Unlocking Value Through Redevelopment 43

Key Highlights 46

CORPORATE UPDATE 2025

A Unique Opportunity

A Dual Platform, Retail-Focused REIT

3

565 BROADWAY - NYC

3

CORPORATE UPDATE 2025

Acadia Realty Trust

BUSINESS MODEL DIFFERENTIATION:

Acadia Realty Trust is an equity real estate investment trust focused on delivering longterm, 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 open-air street retail assets in the nation's most dynamic corridors.

Complimenting our Core Portfolio is our Investment Management Platform, that 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.

1. As of 03/31/2025 AKR Supplemental Report.

INTRODUCTION

4

14M

SQUARE FEET OF TOTAL GLA [1]

200+

PROPERTIES [1]

5%+

CORE SAME STORE NOI GROWTH

~1 CENT

PROJECTED EARNINGS ACCRETION FOR EVERY

$200M OF GROSS INVESTMENT

CORPORATE UPDATE 2025 INTRODUCTION 5

CORE

ON-BALANCE SHEET

Public Capital Strategy:

Open-air retail assets focused on street retail in high-growth markets.

Represents ~85% of AKR's

Net Asset Value (NAV)

~$3.5 billion

Assets Under Management (AUM)

INVESTMENT MANAGEMENT

PLATFORM

Institutional Capital Strategy:

Leveraging institutional capital relationships for opportunistic investments that fit our buy, fix, sell model.

Represents ~15% of AKR's

Net Asset Value (NAV)

~$2.5 billion

Assets Under Management (AUM)

Our Differentiated Business Model

A VIRTUOUS CYCLE OF VALUE CREATION

PRINCE ST - NYC

OPEN AIR RETAIL EXPERTS

SCALE IN STREET RETAIL

MUST HAVE LOCATIONS

BALANCE OF GROWTH & STABILITY

VALUE-ADD DEVELOPMENT

DISTRESSED RETAILER REAL ESTATE

HIGH YIELD

VALUE-ADD

/ LEASE UP

Disclaimer

Acadia Realty Trust published this content on June 02, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on June 02, 2025 at 22:59 UTC.