EPR Properties (NYSE:EPR) Q3 2022 Earnings Conference Call November 3, 2022 8:30 AM ET Company Participants Brian Moriarty - VP of Corporate Communications Greg Silvers - CEO & Chairman Greg Zimmerman - EVP & CIO Mark Peterson - EVP, CFO & Treasurer Conference Call Participants Joshua Dennerlein - Bank of America Merrill Lynch Nick Darrant - Citi Anthony Paolone - JPMorgan RJ Milligan - Raymond James Michael Carroll - RBC Capital Markets John Massocca - Ladenburg Thalmann Operator Good day, and thank you fo ...

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 September 30, 2022 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 (NYSE:EPR) Q2 2022 Earnings Conference Call August 2, 2022 8:30 AM ET Company Participants Craig Evans - EVP, General Counsel & Corporate Secretary Gregory Silvers - CEO & Chairman Gregory Zimmerman - EVP & CIO Mark Peterson - EVP, CFO & Treasurer Conference Call Participants Anthony Paolone - JPMorgan Chase & Co. Nicholas Joseph - Citigroup Todd Thomas - KeyBanc Capital Markets Michael Carroll - RBC Capital Markets Joshua Dennerlein - Bank of America Merrill Lynch John Massocca - Ladenburg T ...

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, 2022 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 (NYSE:EPR) Q1 2022 Earnings Conference Call May 5, 2022 8:30 AM ET Company Participants Brian Moriarty - VP of Corporate Communications Greg Silvers - President and CEO Greg Zimmerman - EVP and CIO Mark Peterson - EVP and CFO Conference Call Participants Nick Joseph - Citigroup RJ Milligan - Raymond James John Massocca - Ladenburg Thalmann Michael Carroll - RBC Capital Markets Operator Welcome to the Q1, 2022 EPR Properties Earnings Call. My name is Richard, and I’ll be your operator for toda ...

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 March 31, 2022 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 Conference Call Summary Company Overview - **Company**: EPR Properties (NYSE:EPR) - **Event**: Citi 26th Annual Global Property CEO Conference - **Date**: March 9, 2022 - **Participants**: - Greg Silvers - CEO - Mark Peterson - EVP & CFO - Brian Moriarty - VP of Corporate Communication Key Industry Insights - **Experiential Sector Recovery**: The company is experiencing strong consumer demand as the economy reopens, with expectations for substantial shareholder value growth in the coming year [3][5][6] - **Theater Business Performance**: The theater sector is rebounding, with significant box office successes, such as "Spider Man" and "Batman," indicating strong consumer engagement [10][14] - **Top Golf and Ski Business**: Top Golf properties are performing at 90% of 2019 volumes, and ski resorts like Vail are seeing record sales, showcasing robust demand across various experiential sectors [10][12] Financial Performance and Guidance - **FFO Growth**: EPR Properties is projecting sector-leading Funds From Operations (FFO) growth, with guidance indicating an 8% increase above consensus and a 32% increase compared to the previous year [8] - **Valuation Opportunity**: The company is viewed as an attractive investment opportunity due to its current equity multiple being at one of the lowest stabilized points [5] Strategic Focus - **Portfolio Optimization**: EPR aims to reduce theater exposure over time, currently at 25-30%, and increase investments in other experiential sectors [12] - **Asset Sales and Land Value**: The company emphasizes the land value of its theater properties, which are often located on large parcels, making them attractive for alternative uses [20][21] Tenant Base and Market Conditions - **Strong Tenant Performance**: Major tenants like Vail and Six Flags are performing well, with strong credit ratings, indicating a healthy tenant base [31] - **Inflation Impact**: The company believes its value-oriented portfolio will withstand inflation pressures, as historical trends show resilience during economic downturns [17][18] Capital Management - **Balance Sheet Strength**: EPR Properties has a solid balance sheet with $300 million in cash and a $1 billion line of credit, allowing for flexibility in capital management without immediate need for additional capital [62][63] - **Equity Issuance Strategy**: The company is open to opportunistic equity issuance but does not require it for immediate growth plans [63][67] Future Outlook - **Investment Pipeline**: EPR has a robust investment pipeline with $350 million under contract, focusing on smaller deals that align with its growth strategy [51][56] - **Market Positioning**: The company is positioned to capitalize on market opportunities due to its nimble size, allowing it to pursue smaller, accretive deals that larger competitors may overlook [45] ESG Initiatives - **ESG Priorities**: EPR has integrated ESG objectives across all employee levels, indicating a commitment to sustainability and responsible investment practices [70] Conclusion EPR Properties is well-positioned for growth in the experiential sector, with strong consumer demand, a solid financial foundation, and a strategic focus on optimizing its portfolio. The company is actively managing its tenant relationships and capitalizing on market opportunities while maintaining a commitment to ESG principles.

EPR Properties (NYSE:EPR) Q4 2021 Earnings Conference Call February 23, 2022 8:30 AM ET Company Participants Brian Moriarty - Investor Relations Greg Silvers - President and Chief Executive Officer Greg Zimmerman - Executive Vice President and Chief Investment Officer Mark Peterson - Executive Vice President and Chief Financial Officer Conference Call Participants Katy McConnell - Citi Michael Bilerman - Citi Anthony Paolone - JPMorgan Todd Thomas - KeyBanc Capital Ki Bin Kim - Truist Rob Stevenson - Janney ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 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 incorporation o ...

EPR Properties (NYSE:EPR) Q3 2021 Earnings Conference Call November 4, 2021 8:30 AM ET Company Participants Brian Moriarty - Vice President, Corporate Communications Greg Silvers - President and Chief Executive Officer Greg Zimmerman - Chief Investment Officer Mark Peterson - Chief Financial Officer Conference Call Participants Todd Thomas - KeyBanc Capital Markets Katy McConnell - Citi Rob Stevenson - Janney Michael Carroll - RBC Capital Markets John Massocca - Ladenburg Thalmann Operator Good day and than ...