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]

Summary of Key Points from the Conference Call Industry Overview - The global real estate index declined by 1.5% last month, underperforming global equities by 390 basis points [2][11] - The underperformance is attributed to concerns regarding future rate cuts by the Federal Reserve [2] - Year-to-date performance shows Asia as the best-performing region (+25.6%), followed by Europe (+18.2%) and the US (+2.8%) in USD terms [2] Regional Performance - Europe outperformed with a +1.2% return, while the US and Asia saw declines of -1.6% and -1.8%, respectively [2] - Industrial real estate led the performance for the month with a +5.3% return, driven by a rebound in logistics leasing activity [2][3] - Residential real estate lagged with a -5.9% return due to soft operations in the US and rate sensitivity in Europe [2] Company Insights - UBS has initiated coverage on UAE real estate, giving Buy ratings to Aldar and Emaar [2] - The UBS 28th Annual Global Real Estate CEO/CFO Conference is scheduled for December 2-3, 2025, in London, featuring 70 global real estate management teams [2] Valuation Metrics - The global real estate sector is estimated to have an ~11% return as of October 31, 2025, with a 6.9% discount to NAV [4] - The 2025E P/E ratio is projected at 20.3x, with a 2025E DPS yield of 3.7% and 2024-25E EPS growth of 8.8% [4] Top Picks - Notable top picks include Keppel DC REIT, CapitaLand Ascendas, and Emaar Properties among others across various regions [5] Sector-Specific Trends - In Asia, the residential property market in mainland China remains weak, while Hong Kong's office market is improving due to active hiring [37] - Private REITs in China are expected to offer greater flexibility and fewer regulatory constraints compared to public REITs, creating new capital recycling opportunities [38] - Japanese REIT sponsors are noted for facilitating external growth, often offering assets at discounts to enhance accretion [39] Australia/New Zealand Market - Australian real estate was flat over the last month, outperforming global averages by 1.5 percentage points [40] - A-REIT performance was volatile, with expectations for a rate cut affecting market sentiment [41] - Notable performers included CNI (+6.8%) and INA (+3.3%), while ARF (-5.9%) and CLW (-3.4%) underperformed [43] Singapore Market - Singapore REITs raised approximately S$4 billion in 2025 YTD, indicating strong investor confidence [52] - The residential market is seeing buyers moving up price points, suggesting a positive outlook for 2026 [53] Japan Market - Japan's real estate returned +0.4% over the last month, outperforming global averages [58] - The new Prime Minister's policies may impact the housing market, with a focus on foreign investment regulations [59] China Market - The top 100 developers in China saw contract sales decline by 41% YoY in October 2025, indicating ongoing weakness in the property market [71] - CR Mixc has been upgraded to Buy due to its ability to identify emerging brands and signs of luxury retail recovery [72] Conclusion - The global real estate sector is facing challenges due to macroeconomic factors, but certain regions and sectors are showing resilience and potential for growth. The upcoming conference and ongoing evaluations of REITs and property markets will provide further insights into investment opportunities.

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]

Group 1 - The investment approach has received over 500 five-star reviews, indicating high satisfaction among members who are experiencing benefits [1] - The company invests significant resources, over $100,000 annually, into researching profitable real estate investment opportunities [1] - The strategy involves using bank financing to purchase properties and utilizing rental income from tenants to repay the bank [2] Group 2 - Jussi Askola, the leader of the High Yield Landlord investing group, shares real-time transactions and maintains three distinct portfolios: core, retirement, and international [2] - The group offers buy/sell alerts and a chat room for direct interaction with Jussi and his team of analysts [2] - Leonberg Capital, led by Jussi Askola, is a value-oriented investment boutique that provides consulting services to hedge funds, family offices, and private equity firms focused on REIT investing [2]

Group 1 - The article does not provide any specific content related to a company or industry [1]