Editor's note: Seeking Alpha is proud to welcome Cash Flow Venue as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Flashpop/DigitalVision via Getty Images Investment Thesis An ~8% dividend yield and 8.4x P/FFO ratio would often suggest liquidity issues (endangered dividend), inconsistent management decisions, or some major ...

mizoula/iStock Editorial via Getty Images I doubled my position in EPR Properties (NYSE:EPR) last month on the back of the experiential properties owner dipping to form a new 52-week low. This aggressive price action followed a consumer inflation release that disrupted the prior dovish timeline for Fed rate cuts in 2024. I remain bullish on EPR and also added a significant position in its 5.75% Series C convertible preferreds (NYSE:EPR.PR.C) to my portfolio. I last covered the ticker with a buy rating in Ma ...

The Good BrigadeEPR Properties (NYSE:EPR) is a real estate investment trust that saw some trouble in the aftermath of COVID. EPR 5Y Price History (Seeking Alpha)After reviewing both FY 2023 and Q1 2024 results, I have doubts that the problems of COVID linger. Moreover, with an 8%, growing yield, this seems like a rare opportunity. I am going to review the post-COVID business and explain why, even if the growth isn't very high, the current price makes this an easy buy. Financial History Over the past de ...

These two stocks have serious short-term headwinds, but don't ignore the long-term opportunities.The Dow Jones Industrial Average and S&P 500 aren't far from their all-time highs, but not all stocks are in the same boat. There are some that aren't getting much love from investors and are trading for significantly less than their peaks. Here are two in particular that have large growth opportunities in the years ahead and are mainly beaten down due to temporary headwinds.Smart moves and long-term tailwindsTh ...

PM Images As many of my followers have probably noticed, I am heavily biased towards assets classes that provide juicy income streams without introducing speculative risk. This is important for me to have reliable income streams, where I can count on their growth as I commit incremental capital from my salary, reinvest the dividends and to some extent capture the benefit of periodical dividend hikes. The worst what could happen besides the company going belly up is a huge dividend cut, which would impos ...

EPR Properties (NYSE:EPR) Q1 2024 Earnings Call Transcript May 2, 2024 8:30 AM ET Company Participants Brian Moriarty - Senior Vice President, Corporate Communications Gregory Silvers - Chairman and Chief Executive Officer Gregory Zimmerman - Executive Vice President and Chief Investment Officer Mark Peterson - Executive Vice President and Chief Financial Officer Conference Call Participants Joshua Dennerlein - Bank of America Smedes Rose - Citi Antara Nag-Chaudhuri - KeyBanc Capital Markets Ray Zhong - JPM ...

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, 2024 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 (I.R.S. Em ...

For the quarter ended March 2024, EPR Properties (EPR) reported revenue of $142.28 million, down 6.1% over the same period last year. EPS came in at $1.12, compared to $0.69 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $142.78 million, representing a surprise of -0.35%. The company delivered an EPS surprise of -1.75%, with the consensus EPS estimate being $1.14.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...

EPR Properties (EPR) came out with quarterly funds from operations (FFO) of $1.12 per share, missing the Zacks Consensus Estimate of $1.14 per share. This compares to FFO of $1.30 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of -1.75%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1.18 per share when it actually produced FFO of $1.16, delivering a surprise of -1.69%.Over the last four quar ...

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 Summary of Unconsolidated Joint Ventures 18 Investment Spending and Disposition Summaries 19 Property Under Development - Investment Spending Estimates 2 ...