Net lease real estate continues to experience above-average volatility, primarily due to speculation around interest rate movements. Amongst this volatility has been a wide divergence in performance amongst the largest and most established net lease REITs. Charted below is the relative REITer's Digest is a discussion forum for my thoughts on investments. I spent more than ten years working in the real estate industry, including an S&P500 REIT and a Big Four consulting group. I am light-hearted, openminded, ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial . One of the things I love to do when I'm bored is browse websites that offer commercial properties for sale. The net lease properties are especially interesting, as tenants are responsible for insurance, taxes, and maintenance. Analyst's Disclosure: I/we have no stock, option or ...

Article Overview - The article discusses the author's experience with dividend investing and their coverage of Essential Properties Realty Trust (EPRT) on Seeking Alpha [1] - The author emphasizes the importance of dividend investing as a path to financial freedom and shares insights from their professional background in finance, M&A, and business valuation [1] Author's Background and Expertise - The author is a finance professional with deep experience in M&A and business valuation, having evaluated numerous businesses and participated in sell-side and buy-side transactions [1] - Their expertise spans sectors such as tech, real estate, software, finance, and consumer staples, which form the core of their personal investment portfolio and coverage on Seeking Alpha [1] Dividend Investing Philosophy - Dividend investing is highlighted as a straightforward and accessible way to achieve financial freedom, with the author sharing their personal journey and insights to make the process more approachable for others [1] - The author's motivation for writing on Seeking Alpha is to deepen their own knowledge and share value with others pursuing similar financial goals [1] Disclosure and Position - The author holds a beneficial long position in EPRT through stock ownership, options, or other derivatives [2] - The article reflects the author's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [2] General Disclaimer - The article does not constitute investment advice or recommendations, and the author owns other REITs such as ADC, O, and NNN [3] - Seeking Alpha's disclosure clarifies that the platform and its analysts are not licensed securities dealers, brokers, or investment advisers, and the views expressed may not reflect those of Seeking Alpha as a whole [3]

FOTOGRAFIA INC./E+ via Getty Images One of the good alternatives for investing in retail REITs is Essential Properties Realty Trust (NYSE:EPRT), a retail REIT that focuses on mid-market properties in the experience and services sectors and has some differences when compared to its more famous and larger market cap peers such as Realty Income Corp. (O) or NNN REIT (NNN). The main difference is that EPRT focuses on smaller tenants, most of which are not investment grade. At first glance, this might put some i ...

IvelinRadkov My initial bull thesis on Essential Properties Realty Trust, Inc. (NYSE:EPRT) was circulated back in September 2023. At the time, the P/FFO multiple of 13x seemed just too low given the robust balance sheet, ample liquidity, and conservative cash flows. My view was that by opening a position in EPRT, investors would access sizeable returns from price appreciation on top of an attractive and well-supported dividend of ~5%. In the total return performance chart below, we can see how EPRT has deli ...

ttp 0.00 ... . III f11photo Data by YCharts Introduction Guess what? Real estate is back! All three major real estate ETFs are up more than 20% over the past 12 months. This is entirely caused by the rally that started in April, as we can see in the chart below. On the one hand, this is fantastic news, as I have discussed many REIT opportunities this year. In general, real investors are in a great spot again. On the other hand, it's not very easy to find bargains anymore, as valuations have increased substa ...

Ibrahim Akcengiz The outbreak of COVID-19 and subsequent change in the monetary policy from extremely accommodative to restrictive had caused a significant pain in the equity REIT markets. By being forced to stay at home for a prolonged period, the work-from-home dynamic strengthened, leading to a structurally impaired demand for many office buildings. Similarly, the retail segment has become less attractive since the temporary closure of brick and mortar stores during the COVID-19 period provided a strong ...

T TD i t F I P P 1 P T Klaus Vedfelt Introduction - EPRT, who are you? Essential Properties Realty Trust (NYSE:EPRT) operates within the e-commerce/recession-resilient, service-oriented property sector. The Company is not as popular as some of its peers, like Agree Realty (ADC), Realty Income (O) or NNN REIT (NNN). As of June 2024, EPRT had 2009 properties across 49 states, with 96.4% of its ABR generated through triple-net leases. For those unacquainted with the 'triple-net' lease term, it's a highly favou ...

DNY59 Overview The real estate sector (XLRE) continues to be one of the worst performing asset classes since the initial pandemic drop in 2020. The embracing of remote work changed the sentiment around demand for real estate and this was coupled with aggressive interest rate hikes throughout 2022 and 2023. As a result, the sector severely underperformed the rest of the market indexes like the S&P 500 (SPY). However, I believe that the outlook has drastically improved and we can look forward to interest rate ...

jetcityimage Introduction I've previously covered many companies that have significant real estate assets that are often non-core to their business (often as a hidden source of value). Often times, these may be regular brick and mortar businesses with a restaurant or warehouse operations where they happen to own the real estate upon which their primary business sits on. For these companies, being involved in the real estate business isn't their main focus. As the prices of land rises over time, many compani ...