Essential Properties Realty Trust, Inc. (EPRT)
REITs On Clearance In A Rate Cut World: Here's 2 With Prices That Are Right
Essential Properties Realty Trust and NNN REIT present attractive long-term buying opportunities due to strong fundamentals and resilient income profiles. EPRT boasts high occupancy (99.6%), low leverage, and a 4% yield, with double-digit upside potential if it returns to historical multiples by 2027. NNN offers a 36-year dividend growth streak, a 5%+ yield, and solid liquidity, despite recent occupancy dips and tenant headwinds.
Essential Properties: Guidance Up, Shares Down, I'm Upgrading To Buy
Essential Properties Realty Trust offers a compelling buying opportunity below $30, with strong AFFO growth and raised guidance despite recent share price weakness. EPRT's Q2 earnings showed solid revenue and AFFO growth, but sector volatility and minor occupancy declines have pressured the stock. With low leverage, ample liquidity, and a low payout ratio, EPRT is well-positioned to capitalize on a lower rate environment and long-term growth.
Realty Income Vs. Essential Properties: My Winner May Surprise You
I compare Realty Income and Essential Properties Realty Trust, two net lease REITs, to determine which offers better long-term value. Realty Income is renowned for income and safety, but its recent returns lag behind both EPRT and the broader real estate index. EPRT, a smaller net lease REIT, has delivered superior total returns over the past five years, prompting a closer look at its advantages.
Essential Properties (EPRT) Q2 FFO Miss Estimates
Essential Properties (EPRT) came out with quarterly funds from operations (FFO) of $0.46 per share, missing the Zacks Consensus Estimate of $0.47 per share. This compares to FFO of $0.43 per share a year ago.
Warning To REIT Investors: Rate Cuts Are Coming Soon
REITs have suffered a three-year-long bear market. They could offer significant upside in a future recovery. I think the next leg of the REIT rally is very close. I explain why.
Essential Properties Realty Trust: Pullback Could Be As Good As It Gets
Essential Properties Realty Trust is a well-managed REIT with strong growth, resilient fundamentals, and a conservative balance sheet, making it attractive for long-term investors. Despite a recent price pullback and solid financials, I maintain a hold rating due to ongoing economic uncertainty, potential tenant risks, and macro headwinds. EPRT's dividend is well-covered, leverage is low, and liquidity is strong, positioning the REIT to weather downturns and capitalize on future opportunities.
3 Retail REITs to Consider Amid Growing Optimism in the Industry
O, KIM and EPRT are leveraging top-tier assets, stable tenants and adaptive strategies to thrive in retail REIT recovery.
Why Essential Properties Remains Superior To Well-Known REITs
EPRT's focus on mid-market, service-oriented tenants and sale-leaseback deals enables superior returns and diversification versus larger REIT peers. Strong Q1 2025 results, healthy rent coverage, low leverage, and conservative AFFO guidance highlight EPRT's financial strength and resilience. EPRT's lower payout ratio and robust balance sheet support future growth, justifying its premium valuation over peers with higher yields but less flexibility.
Essential Properties Realty Trust, Inc. (EPRT) Q1 2025 Earnings Call Transcript
Essential Properties Realty Trust, Inc. (NYSE:EPRT ) Q1 2025 Earnings Conference Call April 24, 2025 10:00 AM ET Company Participants Peter Mavoides - President and Chief Executive Officer Mark Patten - Chief Financial Officer Max Jenkins - Chief Operating Officer AJ Peil - Chief Investment Officer Robert Salisbury - Head of Corporate Finance and Strategy Conference Call Participants Spenser Glimcher - Green Street Eric Borden - BMO Capital Markets Michael Goldsmith - UBS Haendel St. Juste - Mizuho Caitlin Burrows - Goldman Sachs John Kilichowski - Wells Fargo Jay Kornreich - Wedbush Securities Smedes Rose - Citi Jana Galan - Bank of America James Kammert - Evercore Greg McGinniss - Scotiabank Daniel Guglielmo - Capital One Securities Omotayo Okusanya - Deutsche Bank Operator Good morning, ladies and gentlemen, and welcome to Essential Properties Realty Trust First Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded and a replay of the call will be available three hours after the completion of the call for the next two weeks.
Here's What Key Metrics Tell Us About Essential Properties (EPRT) Q1 Earnings
The headline numbers for Essential Properties (EPRT) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Insights Into Essential Properties (EPRT) Q1: Wall Street Projections for Key Metrics
Beyond analysts' top -and-bottom-line estimates for Essential Properties (EPRT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
2 REITs I'm Buying Right Now
REITs are now on their way up. But some REITs have missed out on the recent recovery. I present 2 REITs that remain opportunistic.
