Financial Performance (2015) - Total revenue reached $421.0 million, a 9% increase compared to $385.1 million in 2014[29] - Net income attributable to common shareholders was $170.7 million, a 10% increase from $155.8 million in 2014[29] - Funds From Operations (FFO) attributable to common shareholders reached $235.2 million, a 7% increase from $220.5 million in 2014[29] - Adjusted FFO attributable to common shareholders was $260.3 million, a 16% increase from $225.1 million in 2014[29] - Adjusted FFO per share was $4.44, an 8% increase from $4.13 in 2014[29] Q4 2015 Performance - Total revenue for the quarter ended December 31, 2015, was $112.0 million, a 7% increase compared to $104.7 million in 2014[27] - FFO attributable to common shareholders was $71.3 million, a 12% increase from $63.5 million in 2014[27] - Adjusted FFO attributable to common shareholders was $70.7 million, a 9% increase from $65.1 million in 2014[27] - FFO per share was $1.18, a 7% increase from $1.10 in 2014[27] Investment and Capital - Total debt was $2.0 billion as of December 31, 2015, with 86% fixed rate or fixed through interest rate swaps, with a weighted average of 5.2%[33] - 2015 annual investment spending was $632 million[12] - Investment spending guidance for 2016 is projected to be between $600 million and $650 million[24, 38]

Financial Performance - Total revenue for 2016 reached $493.2 million, a 17% increase compared to $421.0 million in 2015[23] - Net income attributable to common shareholders for 2016 was $201.2 million, up 18% from $170.7 million in 2015[23] - Funds From Operations (FFO) attributable to common shareholders for 2016 totaled $304.6 million, a 30% increase from $235.2 million in 2015[23] - Adjusted FFO attributable to common shareholders for 2016 was $308.0 million, an 18% increase from $260.3 million in 2015[23] - For the quarter ended December 31, 2016, total revenue was $130.8 million, a 17% increase compared to $112.0 million in 2015[22] Investment and Capital - 2016 investment spending totaled $805 million[13] - The company issued $450.0 million of 10-year senior unsecured notes with an annual interest rate of 4.75% in December[26] - Subsequent to year-end, the company prepaid $17.9 million in secured mortgage notes payable with an average interest rate of 6.1%[27] - Subsequent to year-end, the company issued 548 thousand common shares under DSPP for net proceeds of $40.8 million[28] Portfolio and Strategy - The company anticipates dispositions of $150 million to $300 million[20, 31] - The company expects investment spending between $1.30 billion and $1.35 billion[20, 31]

Financial Performance (Q4 2017) - Total revenue increased to $147.7 million, a 13% increase compared to $130.8 million in 2016[42] - Net income attributable to common shareholders was $54.7 million, a 5% increase from $52.2 million in 2016[42] - FFO as adjusted for common shareholders was $95.9 million, a 19% increase compared to $80.7 million in 2016[42] - Net income per share attributable to common shareholders decreased to $0.74, a 10% decrease from $0.82 in 2016[42] Financial Performance (Year Ended 2017) - Total revenue increased to $576.0 million, a 17% increase compared to $493.2 million in 2016[45] - Net income attributable to common shareholders was $234.2 million, a 16% increase from $201.2 million in 2016[45] - FFO as adjusted for common shareholders was $360.5 million, a 17% increase compared to $308.0 million in 2016[45] Capital Markets and Liquidity - Total debt was $3.0 billion as of December 31, 2017[50] - $210 million was outstanding on the $1 billion revolver at the end of 2017[52] - The company prepaid a secured mortgage note payable totaling $11.7 million with an interest rate of 6.19%[52] - The company redeemed all of the outstanding 7.75% Senior Notes due July 15, 2020 for the principal amount of $250 million plus a premium of $28.6 million[52] Investment and Disposition - 2017 investment spending totaled $1.6 billion[20] - Planned dispositions are projected to be between $350 million and $450 million[37]

Financial Performance - Total revenue for Q4 2018 was $166.5 million, a 13% increase compared to $147.7 million in Q4 2017[73] - Net income attributable to common shareholders for Q4 2018 was $48.0 million, a 12% decrease compared to $54.7 million in Q4 2017[73] - FFO (Funds From Operations) attributable to common shareholders for Q4 2018 was $97.7 million, a 25% increase compared to $78.0 million in Q4 2017[73] - Adjusted FFO attributable to common shareholders for Q4 2018 was $105.1 million, a 10% increase compared to $95.9 million in Q4 2017[73] - Total revenue for 2018 was $700.7 million, a 22% increase compared to $576.0 million in 2017[76] - Net income attributable to common shareholders for 2018 was $242.8 million, a 4% increase compared to $234.2 million in 2017[76] - FFO attributable to common shareholders for 2018 was $414.3 million, a 27% increase compared to $327.4 million in 2017[76] - Adjusted FFO attributable to common shareholders for 2018 was $460.4 million, a 28% increase compared to $360.5 million in 2017[76] Portfolio and Investments - Total investments reached $6.8 billion[28] - The company owns 394 properties in service with 99% occupancy[28] - Q4 2018 investment spending was $217 million[28] - 2018 investment spending totaled $572 million[28]

Core Viewpoint - Retired investors are increasingly focusing on monthly dividend stocks as a way to generate income from their savings, with Realty Income, Agree Realty, and EPR Properties being notable options due to their high yields and unique business models [1][14]. Group 1: Company Overview - Realty Income is the largest net lease REIT with over 15,600 properties, primarily in the retail sector, and has a diversified portfolio that includes industrial assets and other opportunistic categories [5][6]. - Agree Realty is smaller, with around 2,400 properties, and is entirely focused on retail in the U.S., which allows for more significant impacts from smaller investments on growth [8]. - EPR Properties specializes in experiential properties like amusement parks and movie theaters, offering the highest yield at 6.2%, but has faced challenges due to the pandemic and changing consumer preferences [10][11]. Group 2: Dividend Performance - Realty Income has a long history of increasing its monthly dividend, with a 4% annualized increase rate over three decades, resulting in a current yield of 5.6% [7]. - Agree Realty has increased its dividend at approximately 6% annually over the past decade, leading to a total growth of over 60% in that period, with a current yield of 4.1% [9]. - EPR Properties' dividend was cut during the pandemic but is now in growth mode, although it remains below pre-cut levels, reflecting ongoing challenges in its business [12][13]. Group 3: Investment Appeal - Realty Income appeals to conservative investors seeking reliable dividends, while Agree Realty attracts those focused on dividend growth [14]. - EPR Properties may appeal to more aggressive investors interested in turnaround stories, despite its higher risk profile [14].

Group 1 - EPR Properties is a notable stock within the Finance sector, currently ranked 5 among 16 groups in the Zacks Sector Rank [2] - The Zacks Rank system indicates that EPR Properties has a ranking of 2 (Buy), suggesting a favorable outlook for the stock [3] - EPR Properties has seen a year-to-date gain of approximately 27.7%, significantly outperforming the average Finance sector return of 4.4% [4] Group 2 - EPR Properties is categorized under the REIT and Equity Trust - Retail industry, which ranks 91 among 21 stocks in the Zacks Industry Rank [6] - The REIT and Equity Trust - Retail industry has experienced a decline of about 5.6% year-to-date, indicating that EPR Properties is performing better than its peers in this specific industry [6] - Another Finance stock, Aviva, has also outperformed the sector with a year-to-date increase of 40.8% and is categorized under the Insurance - Life Insurance industry, which ranks 71 [5][7]

Group 1 - The article emphasizes the importance of creating a portfolio that generates income without the need for selling assets, making retirement investing less stressful and more straightforward [1] - It highlights a community-focused investment service that offers model portfolios, buy/sell alerts, and various investment options for conservative investors [2] - The service philosophy is centered around community, education, and the belief that investors should not navigate the market alone [2] Group 2 - The article mentions that the service includes features such as dividend and portfolio trackers, regular market updates, and an active chat with access to service leaders [2] - It indicates that the recommendations provided by the service are closely monitored, with buy and sell alerts exclusive to members [4]

Core Insights - EPR Properties has been one of the best-performing REITs in 2025, with a year-to-date increase of 28% and a one-year rally of approximately 41% [1] - The recent rally has enabled EPR Properties to reach a new five-year high [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1] Company Performance - EPR Properties' stock performance reflects significant growth, achieving a 28% increase year-to-date [1] - The stock has experienced a one-year rally of around 41%, indicating strong investor interest and market confidence [1] - The REIT has reached a new five-year high, showcasing its resilience and potential for continued growth [1] Investment Strategy - Pacifica Yield aims to create long-term wealth by investing in undervalued yet high-growth companies [1] - The strategy includes a focus on high-dividend stocks, REITs, and firms in the green energy sector, indicating a diversified investment approach [1]

Core Viewpoint - EPR Properties is a high-yielding dividend stock that provides a stable income stream through its real estate investments, particularly in experiential properties, making it an attractive option for passive income generation [3][5][14] Company Overview - EPR Properties is a real estate investment trust (REIT) that specializes in experiential real estate, owning properties such as movie theaters, ski resorts, and fitness venues [5] - The REIT primarily utilizes long-term, triple net leases, which require tenants to cover all operating expenses, ensuring stable monthly rental income [6] Financial Performance - The company expects to generate between $5.00 and $5.16 per share of funds from operations (FFO) for the year, which comfortably covers its monthly dividend of $0.295 per share ($3.54 annualized) [7] - EPR Properties maintains a strong balance sheet with an investment-grade credit rating, ending the first quarter with $20.6 million in cash and only $105 million in outstanding borrowings [8][9] Dividend Growth Potential - EPR Properties has a history of growing its experiential property portfolio and plans to invest $200 million to $300 million annually in new properties, which supports a projected 3% to 4% annual growth in FFO per share [10][11][12] - The REIT raised its dividend by 3.5% earlier this year, indicating its commitment to increasing shareholder returns [12] Market Opportunity - The total addressable market for experiential real estate investments exceeds $100 billion, providing significant growth potential for EPR Properties, which currently has a portfolio valued at $6.4 billion [12] - The company has plans for $148 million in experiential development and redevelopment projects over the next two years, including its first investment in the golf sector [13]

Group 1 - EPR Properties is organized as a triple net REIT, focusing on experiential properties rather than traditional retail [4] - The company has a significant investment in the theater business, which has shown resilience despite previous concerns about its decline [4] - The recent Memorial Day weekend was record-breaking for the theater industry, indicating a strong recovery and interest in experiential entertainment [4][5] Group 2 - The conference featured key executives including the President, CEO, and Chief Financial Officer, highlighting the company's leadership structure [1][3] - The event aimed to provide updates on the company and engage with investors through a Q&A session [1][2]