EPR Properties (EPR)
EPR REIT: The Show Must Not Go On
EPR Properties faces significant risks due to high exposure to theaters, a business model reliant on riskier investments, and a history of earnings and dividend cuts. Despite diversification efforts, EPR's AFFO and dividends haven't recovered to pre-COVID levels, unlike competitors like Realty Income, which boasts superior diversification and growth prospects. EPR's cost of capital is higher than Realty Income's, necessitating riskier investments, which could become problematic if operators default.
EPR Properties: Valuation Improves On All Preferreds
EPR Properties' Q3-2024 results showed a 5% revenue decline and 12% decline in FFO and AFFO, highlighting ongoing struggles with theater properties. Common shares have moved noticeably lower. Preferred share pricing has improved notably as well.
EPR Properties: The Big Dividend Yield Is A Buy
EPR Properties has seen its dividend yield rise to just under 8% following its recent pullback. The REIT is covering its dividend by 151% from its fiscal 2024 third-quarter FFOAA. Strong free cash flow generation and a well-laddered maturity profile raise the possibility of a near-term dividend hike.
2 REITs Yielding ~8% To Cover Your Monthly Bills
My investment strategy focuses on maximizing yield per unit of risk, capturing high dividends while minimizing the risk of dividend cuts or capital impairment. The current market environment, with high interest rates, supports this strategy by offering higher yields due to depressed valuations in interest rate-sensitive asset classes. I highlight two high-yielding REITs with ~8% dividends, which I believe have durable income streams and can withstand rising interest rates.
EPR Properties Is A Bargain Once Again
I invested in EPR during the Covid-19 pandemic and have consistently added to my position due to my bullish outlook. EPR is a triple-net lease REIT focusing on non-gaming experiential properties like theatres and fitness centres, benefiting from tenant-covered costs and annual rent escalators. The experiential property sector, hit hard during Covid, is recovering strongly with 2023 Leisure Experience Spending surpassing pre-Covid levels, driven by younger generations prioritizing experiences.
2 Great Stocks Yielding 5.9% or More Right Now
The stock market has become far more expensive during 2024, but there are still some excellent opportunities to be found -- especially when it comes to dividend stocks. In this video, longtime Motley Fool contributors Matt Frankel and Tyler Crowe discuss two of their favorite dividend stock opportunities right now.
EPR Properties: You Can Get An 8% Yield Again
EPR Properties is a promising investment for passive income investors due to its well-covered dividend and strategic repositioning away from movie theaters. The trust's unique portfolio includes entertainment assets like ski resorts and wellness facilities, with a $6.9 billion valuation as of September 2024. Despite a short-term decline in funds from operations, EPR Properties maintains a high margin of safety with a 66% dividend pay-out ratio.
Ultra-High-Yield Stock EPR Properties Is Executing on Its Plan. Is It a Buy Today?
EPR Properties (EPR 0.24%) did one of the worst things that a dividend stock can do: It cut its dividend. In fact, at one point, it completely suspended the dividend in an effort to preserve cash.
5 REITs That Pay Me More Than $1,000 Passive Income Each Month
REIT dividend yields are historically high. It is possible to find high-quality REITs that offer 6-8% yields. I present a portfolio of 5 REITs earning me over $1,000 each month.
EPR Properties Stock: Buy, Sell, or Hold?
Many high-yielding dividend stocks slumped as interest rates rose in 2022 and 2023. Those higher rates lifted the yields of CDs and T-bills above 5%, so many income investors shifted their cash from stocks toward those safer fixed-income investments.
If the Fed Keeps Cutting Interest Rates, This Stock Could Be a Winner
Interest rates have an outsize impact on the real estate sector. Companies and individuals typically borrow money to fund a significant portion of any real estate investment.
European Metals advances Cinovec project selecting site for lithium processing plant
European Metals Holdings Ltd (AIM:EMH, ASX:EMH, OTCQX:EMHLF) has announced the final selection of the EPR1 site for the processing plant of its Cinovec Lithium project, in Czechia, ticking off another milestone towards development. The Prunéřov EPR1 site was chosen following extensive assessments, including construction cost evaluations, geotechnical surveys, and sustainability considerations.
