One of the biggest lessons I'd say I've learned on my investment journey over the years is buying companies when they are attractively priced.Formerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency 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 d ...

Core Insights - The article discusses the author's journey in dividend growth investing and the establishment of a blog that documents this journey, aiming for financial independence [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since around 2009 [1]. - The blog "Kody's Dividends" was launched in July 2018 to document the author's financial independence journey through dividend growth investing [1]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [1].

Core Viewpoint - Essential Properties Realty Trust, Inc. will release its operating results for Q4 2025 on February 11, 2026, after market close, with a conference call scheduled for February 12, 2026, at 10:00 a.m. Eastern Time [1]. Group 1 - The company will provide a webcast of the conference call available on its Investor Relations website [2]. - Participants are advised to join the call at least 15 minutes early to ensure proper setup of audio software [2]. - A direct link to the webcast is provided for easy access [3]. Group 2 - Essential Properties Realty Trust, Inc. is an internally managed REIT focused on acquiring, owning, and managing single-tenant properties leased long-term to service-oriented or experience-based businesses [3]. - As of September 30, 2025, the company’s portfolio includes 2,266 freestanding net lease properties with a weighted average lease term of 14.4 years and a rent coverage ratio of 3.6x [3]. - The portfolio was 99.8% leased to tenants operating 645 different concepts across 48 states as of the same date [3].

Group 1 - The company invests significant resources, including thousands of hours and over $100,000 annually, to identify profitable opportunities, resulting in over 500 five-star reviews from members experiencing positive outcomes [1] - The timing is highlighted as ideal for new members to access the company's Top Picks for 2026, with a promotional offer of $100 off and a 30-day money-back guarantee [1] Group 2 - Dividend increases and decreases are noted to have a substantial effect on the share prices of Real Estate Investment Trusts (REITs) [2] Group 3 - Jussi Askola, President of Leonberg Capital, is recognized for his expertise in REIT investing, having authored award-winning academic papers and established connections with top REIT executives [3] - The investing group High Yield Landlord, led by Askola, provides real-time updates on a REIT portfolio, including buy/sell alerts and direct access to analysts for member inquiries [3]

Core Viewpoint - Essential Properties Realty Trust, Inc. has appointed Robert W. Salisbury as the Executive Vice President and Chief Financial Officer, effective January 1, 2026, succeeding Mark E. Patten who will resign to pursue a new opportunity [1][2][3]. Group 1: Appointment Details - Robert W. Salisbury has been promoted to Executive Vice President and Chief Financial Officer, having joined the company in 2023 and contributed to capital markets and investor relations [2]. - Salisbury's previous experience includes roles at Almanac Realty Investors, Citadel Investment Group, V3 Capital Management, UBS, Bank of America, and Citigroup, showcasing a strong background in finance and investment [2]. Group 2: Company Overview - Essential Properties Realty Trust, Inc. is an internally managed REIT focused on acquiring, owning, and managing single-tenant properties leased long-term to service-oriented or experience-based businesses [4]. - As of September 30, 2025, the company’s portfolio includes 2,266 freestanding net lease properties with a weighted average lease term of 14.4 years and a rent coverage ratio of 3.6x, with 99.8% of the portfolio leased to tenants across 48 states [4].

Core Insights - The article highlights Roberts Berzins' extensive experience in financial management, particularly in shaping financial strategies for top-tier corporates and executing large-scale financings [1] - Berzins has played a significant role in institutionalizing the REIT framework in Latvia, aimed at enhancing the liquidity of pan-Baltic capital markets [1] - His contributions also include developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade, indicating a strong background in finance [1] - He is actively involved in thought-leadership activities to support the development of capital markets in the Baltic region [1]

Group 1 - The recent months have seen a resurgence in net lease investments, indicating a positive trend in this sector [1] - Essential Properties Realty Trust, Inc. (EPRT) has been highlighted as a leader in the net lease market, showcasing its strong position [1]

Core Viewpoint - Essential Properties Realty Trust Inc. reported mixed Q3 2025 earnings, with FFO below expectations but revenues exceeding consensus estimates, and raised its full-year guidance for AFFO per share [2][4]. Financial Performance - The company announced Q3 2025 FFO of $0.48, which was below the consensus estimate of $0.51 [2]. - Revenues for the quarter were $144.93 million, surpassing the consensus of $138.59 million [2]. - The company raised its full-year 2025 guidance for AFFO per share to a range of $1.87 to $1.89 [4]. - For full-year 2026, the expected AFFO per share is projected to be between $1.98 and $2.04 [4]. Investment Insights - The stock price of Essential Properties has a 52-week range of $27.44 to $34.88, with a current dividend yield of 3.88% [1]. - The company paid $1.20 per share in dividends over the last 12 months [1]. - To generate an income of $100 per month from dividends, an investment of approximately $30,928 is needed, based on the current dividend yield [4][5]. Operational Highlights - The CEO noted favorable operating trends, with resilient tenant credit performance and strong origination activity, leading to a record GAAP Cap Rate of 10.0% on investments for the quarter [3].

Core Insights - Net lease REITs have gained renewed attention in recent months, particularly in the context of capitalization rates within the sector [1] Group 1: Industry Focus - The net lease sector has been a focal point for analysis, with discussions centered around capitalization rates [1]

Core Insights - Net lease REITs have gained renewed attention in recent months, particularly in the context of capitalization rates within the sector [1] Group 1: Industry Focus - The net lease sector has been a focal point for analysis, with discussions centered around capitalization rates [1]