EPR Properties (EPR) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Company ParticipantsBrian Moriarty - SVP - Corporate CommunicationsGreg Silvers - CEO & ChairmanGreg Zimmerman - EVP & CIOMark Peterson - EVP, CFO & TreasurerRob Stevenson - MD & Head - Real Estate ResearchJohn Kalinowski - Senior Securities Operations RepresentativeAnthony Paolone - Executive DirectorSmedes Rose - DirectorJana Galan - DirectorKathryn Graves - Equity Research Scientific AssociateSpenser Glimcher - Managing DirectorMichael ...

EPR Properties (EPR) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Speaker0Hello, and welcome to the EPR Properties q two twenty twenty five earnings call. We ask that you please hold all questions until the completion of the formal remarks, at which time you will be given instructions for the question and answer session. Also, as a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time. I will now hand the call over to Brian Moriarty, senior vice pre ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-13561 EPR PROPERTIES (Exact name of registrant as specified in its charter) Maryland 43-1790877 (State or other jurisdiction of incorporati ...

EARNINGS CALL PRESENTATION Q2 2025 DISCLAIMER The financial results in this document reflect preliminary, unaudited results, which are not final until the Company's Quarterly Report on Form 10-Q is filed. With the exception of historical information, certain statements contained or incorporated by reference herein may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, a ...

EPR Properties (EPR) reported $150.35 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 3.6%. EPS of $1.24 for the same period compares to $0.51 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $147.86 million, representing a surprise of +1.69%. The company delivered an EPS surprise of -0.8%, with the consensus EPS estimate being $1.25.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

EPR Properties (EPR) came out with quarterly funds from operations (FFO) of $1.24 per share, missing the Zacks Consensus Estimate of $1.25 per share. This compares to FFO of $1.2 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of -0.80%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1.19 per share when it actually produced FFO of $1.21, delivering a surprise of +1.68%.Over the last four quart ...

Exhibit 99.3 TABLE OF CONTENTS | SECTION | PAGE | | --- | --- | | Company Profile | 4 | | Investor Information | 5 | | Selected Financial Information | 6 | | Selected Balance Sheet Information | 7 | | Selected Operating Data | 8 | | Funds From Operations and Funds From Operations as Adjusted | 9 | | Adjusted Funds From Operations | 10 | | Capital Structure | 11 | | Summary of Ratios | 16 | | Summary of Mortgage Notes Receivable | 17 | | Investment Spending and Disposition Summaries | 18 | | Property Under D ...

Core Insights - Investing in real estate investment trusts (REITs) is an effective strategy for generating consistent dividend income due to their dependable rental income and capital reinvestment for portfolio expansion [1] Group 1: EPR Properties - EPR Properties focuses on experiential real estate, leasing properties under long-term net leases that require tenants to cover all operating costs, providing stable rental income [4] - The REIT expects to generate between $5.00 and $5.16 per share of funds from operations (FFO) this year, covering its monthly dividend payments of $0.295 per share, resulting in a dividend yield of over 6% [5][6] - EPR Properties reinvests excess cash into additional experiential properties, with plans for $148 million in development and redevelopment projects over the next two years, aiming for 3%-4% annual FFO per share growth [6] Group 2: Realty Income - Realty Income owns a diversified portfolio leased to leading companies, generating durable rental income that supports its monthly dividend [7] - The REIT has declared 661 consecutive monthly dividends and raised its payment 131 times since its public listing in 1994, currently yielding more than 5.5% [8] - Realty Income maintains a strong balance sheet and substantial free cash flow, with a market opportunity of over $14 trillion in core markets suitable for net leases [9] Group 3: Healthpeak Properties - Healthpeak Properties holds a diversified portfolio of healthcare real estate, benefiting from steady demand and producing consistent rental income, with a dividend yield of nearly 6.5% [10] - The existing portfolio is expected to grow rental income by around 3% per year due to contractual rental escalations, with potential for higher rents as long-term leases expire [11] - Healthpeak's strong balance sheet and excess cash flow provide flexibility for new investments, including acquisitions and development projects, supporting further dividend growth [12] Group 4: Investment Summary - EPR Properties, Realty Income, and Healthpeak Properties are identified as top REITs for reliable rental income and high-yielding monthly dividends, with strong financial positions enabling continued investments for income and dividend growth [13]

Group 1 - The article discusses the author's transition from selling a significant portion of EPR Properties stock to seeking new investment opportunities, particularly in high-yield Real Estate Investment Trusts (REITs) that offer stable passive income and potential mean reversion [1] - The author emphasizes a focus on value and income-oriented strategies in the selection of REITs, applying fundamental economic insights to assess market trends [1] Group 2 - The author identifies a strong interest in income investing, particularly in the context of the economic landscape shaped by the COVID-19 pandemic [1]

My first article on Seeking Alpha was about EPR Properties (NYSE: EPR ) back in Nov. last year. The stock is up 35% since that write-up and when you include all dividends, it should be around the 40% mark.I'm Luuk Wierenga, an economics teacher from the Netherlands with a strong focus on income investing. My investment journey began during COVID-19, and since then, I've specialized in identifying high-yield Real Estate Investment Trusts (REITS) that provide stable passive income and/or a possible mean rever ...