EPR Properties

EPR

Market cap $3.98B

Thankful for the modern market. We celebrate wins. Thankful the market provides bargains.

Real estate investment trusts make it easy to invest in real estate. These assets give you exposure to various properties without any of the work.

REITs are attractive now as inflation stabilizes and interest rates are expected to fall, boosting sector appeal and yield spreads. A rigorous screen identifies 37 equity REITs yielding 4.75%-plus and at least 20% undervalued. The list is then narrowed by forward revenue growth, dividend safety, and balance sheet quality to identify 13 Buried Treasures.

VICI Properties and EPR Properties offer high yields and attractive upside potential over the next 12-24 months. VICI trades at a discounted forward P/AFFO, boasts robust liquidity, and recent acquisitions add accretive growth to its portfolio. EPR, despite theater exposure, shows strong AFFO growth, a conservative payout ratio, and a compelling valuation after recent price pullbacks.

KANSAS CITY, Mo.--(BUSINESS WIRE)--EPR Properties (NYSE:EPR) declared its monthly cash dividend payable 12/15/25 to shareholders as of 11/28/25.

EPR Properties has increased its monthly dividend by 3.5% this year. Stag Industrial has raised its payment every year since it went public in 2011.

U.S. equity markets stumbled this week as stretched tech valuations collided with weakening consumer and labor market data, while the economic drag and uncertainty from the ongoing government shutdown build. Now it's real? The shutdown has now halted fiscal flows into several sizable government benefits programs - a sudden onset of fiscal austerity that could have non-trivial disinflationary impacts. Snapping a three-week winning streak, the S&P 500 dipped 1.7%. REITs led as earnings season wrapped up with a handful of surprisingly solid reports from some unlikely leaders.

High interest rates slowed down investments for some companies. BRSP and EPR are ramping up their portfolios for 2026. Buy now for growing dividends and price upside.

EPR Properties (EPR) offers an attractive entry point after a recent pullback, with a well-covered yield above 6% and strong fundamentals. EPR is actively reducing theater exposure, increasing experiential assets, and reported robust Q3 financials, including AFFO growth and raised guidance. The REIT's balance sheet is solid, with low leverage, ample liquidity, and no near-term debt maturities, supporting future growth initiatives.

Investors interested in stocks from the REIT and Equity Trust - Retail sector have probably already heard of EPR Properties (EPR) and Federal Realty Investment Trust (FRT). But which of these two stocks presents investors with the better value opportunity right now?