Cn0ra Generating significant monthly passive income from dividend stocks can transform your approach to investing for retirement. The monthly frequency of the passive income offers psychological stability during market volatility since it provides regular tangible rewards for holding dividend stocks through thick and thin, whereas holding only quarterly paying dividend stocks provides this positive feedback on a much less frequent basis. Moreover, the monthly passive paycheck makes it easier to budget f ...

Not too long ago, I came across an article about commercial property opportunities and my mind immediately went to REIT stocks or securities tied to real estate investment trusts. It wasn’t so much about the story but the public comments that made the content memorable.Apparently, experts in the field believe that there’s a massive bargain offered right now in commercial real estate. That makes sense because of the residual impact of the Covid-19 crisis. However, internet commenters balked at the price nece ...

aeduard/E+ via Getty Images Co-authored by Treading Softly A gladiator plunges a sword into his opponent, and the crowd sits silent as his foe falls to the ground. He picks up his sword, throws it at the wealthy watchers, and cries: "Are you not entertained?!" This famous series of events is displayed in the now iconic movie Gladiator, starring Russel Crowe as the lead character. Since its inception, movie theaters have been a gathering place for entertainment, joint experiences, and family fun. While o ...

skynesher EPR Properties (NYSE:EPR) focuses on experiential properties. The company was put in a terrible position when the lockdowns of 2020 pressured the cash flows of many of its tenants, as they simply could not operate with the restrictions. Fortunately, business has rebounded, and EPR has done an exemplary job managing the bankruptcy of some key tenants and collecting past-due rental payments. While the higher interest rate environment is increasing cap rates and financing costs for EPR, the stock ...

deepblue4you Co-produced by Austin Rogers. After rallying in late 2023, REITs have sold off again and given up a good portion of their gains. Some of them are down back to where they were in the Fall of 2023 and are down up to 50% in total: Data by YCharts It appears that the high hopes of near-term cuts to interest rates have faded away in recent months. This is likely because the most recent CPI report which came in mid-February put the REIT market in a tizzy. The common theme of the news headlines wa ...

Drs Producoes EPR Properties (NYSE:EPR) is a REIT that owns a diverse group of entertainment properties. The most common tenant type for the company is theaters. The COVID-19 pandemic hit the industry hard and placed strains on EPR’s cash flow that took time to turnaround. At one point, I recommended an investment in the company’s debt over its shares. Today, the company’s debt has rallied and is currently yielding around 6.5% to maturity, while the Series G preferred shares are paying a dividend yield ...

Editor's note: Seeking Alpha is proud to welcome Mapache Investing as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » EPR needs people to flock to the amusement parks SanneBerg/iStock via Getty Images The Thesis Surviving the COVID crisis has not allowed EPR Properties (NYSE:EPR) an opportunity to bloom in 2023; slowed growth and not enough cash for expansio ...

Summary of EPR Properties Conference Call Company Overview - **Company**: EPR Properties (NYSE:EPR) - **Industry**: Real Estate Investment Trust (REIT) focused on experiential properties - **Key Participants**: - Greg Silvers - CEO - Mark Peterson - CFO - Greg Zimmerman - CIO - Brian Moriarty - SVP of Corporate Communications Core Points and Arguments - **Unique Positioning**: EPR is described as the only truly diversified experiential REIT, focusing on properties that provide experiences rather than products, such as theaters, ski resorts, and museums [3][4] - **Valuation**: The company is trading at a highly discounted multiple compared to historical levels, with rent coverage above pre-COVID levels [3][4] - **Growth Guidance**: EPR expects growth of 3% to 4% for the year, alongside an 8% dividend yield, indicating a strong total shareholder return (TSR) potential [4] - **Deferred Rent Collections**: EPR successfully collected $150 million in deferred rents post-COVID, which contributed to a cleaner financial story moving into 2024 [7][9] - **Theater Portfolio**: The theater coverage ratio is back to 1.7 times, aligning with pre-COVID levels, despite lower box office revenues [14][24] - **Strategic Reduction in Theater Exposure**: EPR aims to reduce theater exposure to below 15% of overall earnings, currently at approximately 37% [22][24] - **Diversification Strategy**: The company is focusing on expanding into areas such as Fitness & Wellness, Attractions, and Eat & Play, while reducing reliance on theaters [26][27] - **Investment Plans**: EPR plans to invest $250 million in 2024, with a significant portion coming from existing relationships and ongoing projects [43][46] - **Cap Rate Insights**: Recent sales of experiential properties, such as Titanic exhibits, were completed at a 6% cap rate, indicating strong market demand for experiential assets [60][61] Important but Overlooked Content - **AMC Lease Restructuring**: EPR has restructured its lease with AMC, which is viewed as stronger than Regal's lease, providing confidence in future performance [18][20] - **Education Assets**: EPR plans to exit its education platform, which currently consists of 70 properties, as it does not align with its experiential focus [50][51] - **Market Dynamics**: The company does not see significant competition from larger players in the net lease space, focusing instead on smaller, less marketed deals [41][42] - **Future Opportunities**: EPR is exploring opportunities in the gaming industry as part of its diversification strategy, although current market conditions limit its involvement [68][69] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting EPR Properties' unique market position and future growth plans.

EPR Properties (NYSE:EPR) Citi's 2024 Global Property CEO Conference Call March 5, 2024 9:35 AM ET Company Participants Greg Silvers - Chairman and Chief Executive Officer Mark Peterson - Chief Financial Officer Greg Zimmerman - Chief Investment Officer Brian Moriarty - SVP of Corporate Communications Conference Call Participants Smedes Rose - Citi Research Smedes Rose Okay. Welcome to Citi’s 2024 Global Property CEO Conference. I am Smedes Rose with Citi Research. We are pleased to have with us EPR Proper ...

Earning passive income is the pathway to financial freedom. As you generate more passive income, you'll become less reliant on your job to support your lifestyle. That could give you the freedom to work fewer hours or change to a more rewarding career.Investing in dividend stocks is an easy way to start collecting passive income. Realty Income (O 0.90%), EPR Properties (EPR 0.57%), and Gladstone Land (LAND 0.15%) are three great options because they pay monthly dividends instead of the typical quarterly sch ...