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 ...

EPR Properties ( EPR ) has broken away from the broad REIT malaise year-to-date to record a total return of 16%, outperforming both the ( VNQ ) and the ( SPY ). TheThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, REITs, and green energy firms.Analyst’s Disclosure: I/we have ...

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 ...

Group 1 - The article discusses the challenges of living in a regulated environment, questioning the logic behind certain regulations such as collecting rainwater [1] - It highlights the importance of creating a portfolio that generates income without the need for selling assets, emphasizing a stress-free approach to retirement investing [2] - The company offers a Model Portfolio targeting a yield of 9-10%, promoting the benefits of dividend investing [2]

Company Overview - EPR Properties is a net lease REIT focused on experiential properties, which include ski resorts, Topgolf, movies, and amusement parks, emphasizing consumer experiences rather than traditional retail [3]. Investment Thesis - The company presents three key reasons for investors to consider buying its stock: 1. Valuation: EPR Properties is currently trading about three turns behind the average valuation in the market, indicating potential for growth [4].

EPR Properties (EPR 1.39%) is a real estate investment trust, or REIT, that specializes in experiential properties. It owns movie theater properties, waterparks, ski resorts, eat-and-play properties, and more.Thanks to solid results in its business, as well as the somewhat lower interest rate environment, EPR recently reached a new 52-week high. However, the fact remains that conditions are not yet favorable for growth -- the keyword being "yet." This company has a massive, long-tailed opportunity for patie ...

Core Viewpoint - EPR Properties has resumed and increased its dividend after suspending it during the pandemic, but concerns remain about its stock price and reliance on movie theaters [1][3][4]. Company Overview - EPR Properties specializes in experiential real estate, owning properties such as amusement parks, ski resorts, and movie theaters, which are designed for group gatherings [2]. - The pandemic significantly impacted these properties, leading to a temporary suspension of dividends due to uncertainty [2]. Financial Recovery and Dividend Strategy - After a year without dividends, EPR Properties restored and has since increased its dividend multiple times, although it remains below pre-suspension levels [3]. - The company’s adjusted funds from operations (FFO) payout ratio was a reasonable 70% in Q4, indicating financial stability and the ability to manage its portfolio without immediate dividend cuts [6]. Long-term Strategy and Concerns - EPR Properties aims to diversify its portfolio, addressing concerns about its heavy reliance on movie theaters, which constitute about 37% of its assets [4][5]. - The financial health of the movie theater segment is weaker than pre-pandemic levels, with lower rental coverage, prompting management to plan for a gradual reduction of this exposure [5][6]. Market Position and Investment Considerations - The stock price has struggled to maintain levels around $55, reflecting ongoing market concerns despite the high dividend yield of 6.7%, which is significantly higher than the S&P 500's yield of 1.2% [4][6]. - EPR Properties may appeal to investors willing to accept higher risk for greater yield, as management is cautiously optimistic about future growth while working to improve the portfolio [7].

Group 1 - The core viewpoint is that EPR Properties is currently experiencing slow growth, but there is potential for change in the future [1] - The company has significant exposure to movie theater real estate, which presents certain risks [1] - Management has effectively navigated uncertainty, demonstrating resilience in the business [1] Group 2 - Recent results indicate a strong performance, highlighted by a dividend increase [1] - Stock prices referenced were from the morning of February 27, 2025, with the video published on March 1, 2025 [1]

Core Viewpoint - EPR Properties is a specialty REIT focused on experiential real estate, offering a monthly dividend yield of 6.5% and a growing passive income stream through strategic investments and portfolio expansion [1][2][3]. Investment and Financial Performance - EPR Properties generated $4.87 per share of funds from operations (FFO) last year, with a dividend payout of $3.40 per share, resulting in a payout ratio of approximately 70% [4]. - The REIT plans to invest between $200 million and $300 million into new experiential real estate this year, with $150 million already lined up for development and redevelopment projects over the next two years [8][9]. Growth Strategy - The company is focusing on reducing its exposure to theater and educational properties while increasing rental income from other experiential property types [6]. - EPR Properties expects FFO to rise to between $4.94 and $5.14 per share this year, reflecting a 3.5% increase driven by rising rents and new investments [7]. Future Outlook - The REIT is capping its investment volume to levels it can internally fund until its cost of capital improves, but with falling interest rates and a rising stock price, it may increase investment volume in the future [10]. - EPR Properties has sufficient internal funding to support portfolio growth, cash flow, and dividend increases, making it an attractive investment for income and potential upside [11][12].

Turnaround stocks can be risky, but they can also be rewarding, particularly if you can find companies that have solid and lofty dividends. Not all high-yield turnaround stocks are worth the risk, but EPR Properties (EPR 1.58%), W.P. Carey (WPC -0.17%), and Toronto-Dominion Bank (TD 0.10%) all appear to offer attractive risk/reward opportunities. With yields up to 6.9%, you'll want to get to know this trio of high-yield turnaround stocks right now.1. Toronto-Dominion Bank tarnished its imageToronto-Dominion ...