Group 1: EPR Properties Overview - EPR Properties shares increased by 8.2% to close at $47.10, following a significant trading volume compared to normal sessions, despite a 16.3% loss over the past four weeks [1] - The expected quarterly funds from operations (FFO) for EPR Properties is $1.16 per share, reflecting a year-over-year growth of 3.6%, with revenues projected at $146.65 million, up 3.1% from the previous year [2] - The consensus estimate for FFO per share has been revised slightly higher in the last 30 days, indicating a positive trend that may lead to price appreciation [3] Group 2: Industry Context - EPR Properties is part of the Zacks REIT and Equity Trust - Retail industry, where Phillips Edison & Company, Inc. also operates, showing a 4.2% increase in its last trading session [3] - Phillips Edison & Company's FFO per share estimate for the upcoming report has increased by 1.3% to $0.63, representing a 5% year-over-year change, but it currently holds a Zacks Rank of 4 (Sell) [4]

If you haven't noticed yet, it's been a rough period for the stock market over the past week or so. After President Donald Trump announced much harsher tariff rates than most experts were expecting, the S&P 500 fell well into correction territory, and the Nasdaq even finished the week in a bear market, down by more than 20% from its recent highs.Of course, there are many businesses that could take a big hit from tariffs. An obvious example would be retailers who primarily sell imported products. And if tari ...

Market Overview - The stock market has experienced a significant decline due to higher-than-expected tariffs from the Trump administration, raising concerns about a potential trade war and global economic slowdown [1] - A positive outcome from the market turmoil is the decline in U.S. Treasury bond yields, with the 10-year note's yield falling below 4%, down from over 4.75% earlier in the year [1] Real Estate Sector Impact - The falling 10-year rate is a key benchmark for the real estate sector, leading to an increase in commercial real estate values and cheaper borrowing costs for new investments and refinancing [2] - This environment may provide a substantial boost to real estate investment trusts (REITs) [2] Realty Income - Realty Income owns a diversified portfolio of commercial real estate and net leases these properties to leading companies, providing stable income as tenants cover all operating costs [3] - The REIT pays out approximately 75% of its stable cash flow in dividends, currently yielding 5.7%, while retaining the rest for further investments [4] - Despite financial strength, higher rates previously limited its capital-raising ability, with investments dropping from $9.5 billion in 2022 to a planned $4 billion in 2023; the decline in the 10-year yield should lower its cost of capital and enable increased investment volume [5] W. P. Carey - W. P. Carey also has a diversified real estate portfolio, net leased to high-quality tenants, supporting a high-yielding dividend of 5.9% [6] - The company plans to invest between $1 billion and $1.5 billion this year, with the ability to fund investments without accessing the equity market through sales of noncore assets [7][8] - Improved interest rates may allow the REIT to raise additional capital at attractive costs, facilitating increased investment volume [8] EPR Properties - EPR Properties focuses on experiential real estate, net leasing properties like movie theaters and attractions, providing stable income to support a 7.7% dividend yield [9] - The REIT estimates it can self-fund $200 million to $300 million in new investments this year, with a projected cash flow per share growth of 3% to 4% annually [10][11] - Falling interest rates could enable EPR Properties to access capital markets for additional funding, increasing its investment rate and growth potential [11] Conclusion - Realty Income, W.P. Carey, and EPR Properties offer high-yielding dividends supported by stable income streams from their properties [12] - With declining interest rates, these REITs have the potential to ramp up investment volumes and achieve faster growth, making them attractive dividend stocks amid current market conditions [13]

Group 1 - The approach has garnered over 500 five-star reviews from satisfied members who are experiencing benefits [1] - The company invests thousands of hours and over $100,000 annually into researching profitable investment opportunities [1] - The decision to sell was not due to a bearish outlook on the company but rather strategic considerations [1] Group 2 - Jussi Askola is the President of Leonberg Capital, a value-oriented investment boutique consulting hedge funds, family offices, and private equity firms on REIT investing [1] - The investment group High Yield Landlord offers features such as three portfolios (core, retirement, international), buy/sell alerts, and a chat room for direct access to analysts [1] - Jussi Askola has authored award-winning academic papers on REIT investing and has passed all three CFA exams [1]

EPR Properties (EPR -0.92%) does a magnificent job generating passive income for its investors. The real estate investment trust (REIT) pays a high-yielding 6.9% dividend, much higher than the S&P 500's 1.3% Furthermore, unlike most stocks, it pays dividends each month instead of the typical quarterly schedule. That combination of yield and frequency makes it a great passive income investment. EPR Properties' yield is so high because it trades nearly 40% below its all-time high. However, the stock has been ...

Core Viewpoint - EPR Properties has been upgraded to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with stock price movements [4][6]. - EPR Properties is expected to earn $5.02 per share for the fiscal year ending December 2025, reflecting a year-over-year increase of 3.7% [8]. Analyst Sentiment and Market Position - Analysts have raised their earnings estimates for EPR Properties, with a 1.2% increase in the Zacks Consensus Estimate over the past three months [8]. - The upgrade to Zacks Rank 2 places EPR Properties in the top 20% of Zacks-covered stocks, suggesting potential for higher stock performance in the near term [10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance of Zacks Rank 1 stocks averaging a +25% annual return since 1988 [7]. - The system maintains a balanced distribution of ratings, ensuring that only the top 20% of stocks are recognized for superior earnings estimate revisions [9][10].

Group 1 - EPR Properties is a member of the Finance sector, which includes 867 individual stocks and holds a Zacks Sector Rank of 2 [2] - EPR Properties has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for EPR's full-year earnings has increased by 1.3% in the past quarter, reflecting improved analyst sentiment [4] Group 2 - EPR Properties has returned approximately 17.4% year-to-date, outperforming the Finance sector's average return of 4.1% [4] - EPR Properties belongs to the REIT and Equity Trust - Retail industry, which has an average loss of 4.4% this year, indicating EPR's strong performance relative to its peers [6] - Aviva is another Finance stock that has outperformed the sector with a year-to-date return of 23.7% and a Zacks Rank of 2 (Buy) [5][6]

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.In this short article, we will present our next fixed-income investment idea and defend its worthiness to the best of our ability. The stars of this analysis will be the real estate investment trustDenislav leads the investing group Trade With Beta , features of the service include: frequent picks for mispriced pr ...

Core Insights - EPR Properties (EPR) has achieved a total return of 16% year-to-date, outperforming both the VNQ and SPY indices [1] Group 1: Company Performance - EPR Properties has broken away from the general underperformance seen in the REIT sector this year [1] - The company's strong performance indicates its potential for long-term wealth creation [1] Group 2: Investment Strategy - Pacifica Yield focuses on investing in undervalued yet high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Far too many, in my opinion, focus on the short-term negative noise and miss the opportunity to buy some great companies atContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC ...