AFFO ExpectationDespite a strong quarter and raised investment guidance, there was no materially better AFFO expectation for the year.
TariffsTariffs might impact some of ADC's largest tenant categories, including home improvement and auto parts, due to higher steel and aluminum costs.
Tenant RiskRite Aid is preparing its second bankruptcy, potentially winding down a portion of its locations. ADC has exposure to 1 Rite Aid.