EPR Properties (EPR)
EPR Properties: The Ride Won't Last Forever, But I'm Holding (Rating Downgrade)
EPR's shareholders enjoyed a strong performance with stock price growth nearing 20% YTD, but I don't think this ride will last forever. EPR's experiential property portfolio is still oriented around theaters, and some investors worry whether AI will harm this sector even further. Portfolio diversification continues, but theater exposure (36% of EBITDA) remains a key risk; management actively disposes of underperforming assets.
EPR Properties: Preferreds Wildly Diverge On Value
EPR Properties (EPR) preferred share class EPR.PR.E delivered a standout return but is no longer a bargain after recent price appreciation. We shifted capital to EPR.PR.G at a 7% stripped yield, exploiting intra-class inefficiencies as EPR.PR.E became less attractive. EPR.PR.C now trades at a low 5.44% yield, reflecting conversion optionality but exposing holders to significant downside risk if common shares fall.
EPR Properties (EPR) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
EPR Properties (EPR) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
EPR Properties: AI Disruption Is Coming
EPR Properties has more than tripled from its pandemic lows. With 37% of rent from theaters, EPR faces rising risk as AI will disrupt content production and distribution. If this risk gets repriced, the downside for shareholders could be significant.
EPR Properties (EPR) Q4 2025 Earnings Call Transcript
EPR Properties (EPR) Q4 2025 Earnings Call Transcript
Compared to Estimates, EPR Properties (EPR) Q4 Earnings: A Look at Key Metrics
The headline numbers for EPR Properties (EPR) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Curious about EPR Properties (EPR) Q4 Performance? Explore Wall Street Estimates for Key Metrics
Evaluate the expected performance of EPR Properties (EPR) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
How To Play The Great Rotation For Yield Over 6%: 2 Top REITs
How To Play The Great Rotation For Yield Over 6%: 2 Top REITs
Stop Waiting For The Crash: Why Monthly Cash Flow Beats Market Timing
Planning for a crash is expensive if the crash doesn't happen. The S&P 500 is trading at high valuations, but it could stay here for years. Dedicating a portion of your cash flow to income investments will allow you to buy in all environments.
EPR Properties: The Market Is Underestimating This High-Yield Experiential REIT
EPR Properties is rated Buy, supported by strong fundamentals, robust AFFO growth, and a well-covered ~6.5% dividend yield. EPR is actively rebalancing its portfolio, reducing theater exposure, and targeting $400–$500 million in investments by 2026, with solid asset dispositions underway. Occupancy remains high at 99% (excluding assets for sale), with manageable debt and a P/AFFO of 10.4, providing margin of safety.
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EPR Properties (EPR) Just Overtook the 200-Day Moving Average
From a technical perspective, EPR Properties (EPR) is looking like an interesting pick, as it just reached a key level of support. EPR recently overtook the 200-day moving average, and this suggests a long-term bullish trend.
