Track market-moving stories before they get noisy

Realty Income, Essential Properties, and Agree Realty are my top SWAN net lease REITs for dependable, growing retirement income. O, EPRT, and ADC offer sector-leading AFFO-per-share growth, conservative payout ratios, and attractive yields, trading below historical AFFO multiples. Scale, cost of capital, and disciplined underwriting are critical; sector consolidation favors larger REITs with diversified portfolios and capital access.

KANSAS CITY, Mo.--(BUSINESS WIRE)--EPR Properties (NYSE: EPR) today released its fifth annual Corporate Responsibility Report, marking five consecutive years of reporting on the Company's environmental, social, and governance (ESG) performance. The 2025 report details the Company's continued progress across its experiential real estate portfolio, with disclosures aligned to the Task Force on Climate-Related Financial Disclosures (TCFD), the Sustainability Accounting Standards Board (SASB) Real.

September historically punishes stock investors, and this year the warning signs are louder than usual. Five monthly dividend payers have quietly pulled back to yields that look compelling right now, and Wall Street analysts are taking notice.

September is historically the weakest month of the year for U.S. stocks, and this year investors face a stock market that has climbed steadily since the AI/data center trade took off in November 2022 with the introduction of OpenAI’s ChatGPT, which became the fastest-growing software application, garnering over a million users in just five days.

Recently, asset managers and hedge funds reportedly built the largest Nasdaq futures short position in history. They didn’t build that because they think stocks are going higher. That’s why safe monthly-pay dividend stocks could be a smart pivot for investors now. With interest rates trending higher over the summer, these companies’ shares have traded lower, now offering attractive yields and compelling entry points.

Most stocks pay quarterly dividends, which works well for many shareholders who reinvest them. However, many investors rely on dividends as part of a passive income stream, and monthly payouts can be more beneficial. Typically, real estate investment trusts (REITs), business development companies (BDCs), and closed-end funds are among the investment vehicles that pay monthly distributions. However, other great companies pay monthly, so we screened our monthly-pay database for the five safest stocks, since September has proven to be the worst month of the year for stocks. All five are rated Buy by top Wall Street firms.

Why Do We Recommend Monthly Dividend Stocks?

A monthly check from your stock portfolio makes sense for most people with bills and expenses due every 30 days, especially in a world where prices are consistently rising. Items such as mortgage payments, rent, utility bills, cell phone and internet bills, trash collection, and even grocery bills are always due each month. A steady stream of passive monthly income can greatly help you meet these obligations.

Agree Realty Agree Realty (NYSE:ADC | ADC Price Prediction) is an $8 billion+ industry leader in acquiring and developing properties net-leased to retailers. This mid-cap stock offers a reliable 4.29% dividend and strong upside potential. Agree Realty is a publicly traded REIT that acquires and develops properties net-leased to industry-leading, omnichannel retail tenants. The company has a strong BBB+ retail REIT balance sheet, which helps protect its monthly distribution from shifting interest rate cycles.

The company’s assets are held by, and all its operations are conducted directly or indirectly through, the operating partnership of which the company is the sole general partner.

Its portfolio comprises 2,674 properties in 50 states, totaling approximately 48.8 million square feet of gross leasable area (GLA). The company’s portfolio of properties is located in:

Texas Ohio Florida Michigan Illinois North Carolina New Jersey Pennsylvania California New York Georgia Virginia Connecticut Wisconsin Agree Realty tenants include these companies and more:

Walmart Dollar General Tractor Supply Best Buy Dollar Tree TJX Companies O’Reilly Auto Parts CVS Kroger Lowe’s Hobby Lobby Burlington Sherwin-Williams Sunbelt Rentals Wawa Home Depot TBC Gerber Collision Jefferies has a Buy rating with an $84 target price.

EPR Properties This REIT invests in some of the most popular entertainment companies. EPR Properties (NYSE:EPR) is a leading experiential net-lease REIT specializing in select enduring experiential properties and pays a 6.04% dividend. EPR recently increased its monthly dividend by 5.1% and expects funds from operations (FFO) per share growth of more than 5% in 2026, supporting continued dividend increases. After suspending its dividend during COVID-19, it has recovered with five consecutive years of increases. Its $6.9 billion property portfolio generates solid cash flow, and the monthly dividend of $0.31/share is well-covered by funds from operations.

The company operates through two segments. The Experiential segment consists of approximately:

157 theater properties 58 eat and play properties 24 attraction properties 11 ski properties Four experiential lodging properties One gaming property One cultural property 22 fitness and wellness properties The company’s Education segment comprises 59 early childhood education centers and nine private schools.

EPR Properties’ investment portfolio includes ownership of and long-term mortgages on experiential and educational properties. The company has investments in approximately 44 states. All the company’s owned single-tenant properties are leased on long-term, triple-net terms.

KeyBanc has an Overweight rating with a $70 target price.

LTC Properties This healthcare REIT specializes in seniors housing and skilled nursing facilities, offering exposure to the growing healthcare real estate sector with a monthly dividend yield of 5.60%. LTC Properties (NYSE:LTC) invests in senior housing and healthcare properties through sale-leasebacks, mortgage financing, joint ventures, construction financing, and structured finance solutions, including preferred equity and mezzanine lending. The company invests in senior housing and skilled nursing properties secured by triple-net leases, mortgage loans, and other cash-generating structures, giving it relatively steady income to support its monthly dividend.

LTC Properties operates a diversified portfolio of more than 200 senior care assets, including skilled nursing facilities, assisted living communities, and memory care centers. The company prioritizes acquisitions with durable cash flow profiles. It has delivered consistent monthly dividend payments across varied market conditions—a compelling combination given structural demand growth driven by an aging U.S. population.

LTC focuses on senior housing and long-term care facilities, benefiting from the aging U.S. population. Its sale-and-leaseback model generates stable cash flow without landlord responsibilities. As a REIT, it must distribute 90% of taxable income, ensuring reliable dividends. It has a smaller market cap of $1.6 billion, but it still supports consistent payouts.

It invests in various properties, including:

Skilled nursing centers, which provide restorative, rehabilitative, and nursing care Assisted living facilities that serve people who require assistance with activities of daily living Independent living facilities, also known as retirement communities or senior apartments, offer a community and numerous levels of service, such as laundry, housekeeping, dining options/meal plans, exercise and wellness programs, transportation, social, cultural, and recreational activities, on-site security, and others Memory care facilities offer specialized options for people with Alzheimer’s disease and other forms of dementia Deutsche Bank has a Buy rating with a $55 target.

Main Street Capital Main Street Capital (NASDAQ:MAIN) has helped over 200 private companies grow or transition by providing flexible private equity and debt capital solutions. This BDC offers a substantial 5.27% monthly dividend, a strong history of monthly dividends, and relatively conservative lending practices. Analysts widely regard the company as the gold standard of BDCs.

The firm provides debt capital to middle-market companies. It invests heavily in senior secured debt, securing lower-risk structural priority on equity assets and minimizing potential default losses:

Acquisitions Management buyouts Growth financings Recapitalizations Refinancing The firm partners with entrepreneurs, business owners, and management teams and generally provides “one-stop” financing options within its lower-middle-market portfolio. Main Street Capital typically invests in lower-middle-market companies with annual revenues between $10 million and $150 million. The firm’s middle-market debt investments are in businesses generally larger than its lower-middle-market portfolio companies. It also makes majority and minority equity investments.

Royal Bank of Canada has an Outperform rating and a $58 target price.

Realty Income Realty Income (NYSE:O) is a REIT that has paid monthly dividends consistently for over 55 years. It owns over 15,000 properties leased primarily to defensive retailers. This is an ideal stock for growth and income investors seeking a safer, contrarian idea for the rest of 2026, offering a 5.15% dividend yield. This S&P 500 company acquires and manages freestanding commercial properties that generate rental revenue under long-term net lease agreements with its commercial clients. Realty Income stands out as its long-term net-lease structure provides predictable rental income, and the company has increased its dividend more than 120 times since going public.

It is engaged in a single business activity: leasing property to clients, generally on a net basis. This business activity spans various geographies and encompasses a range of property types and client industries.

The company owns or holds interests in approximately 15,621 properties in all 50 states and:

United Kingdom France Germany Ireland Italy Portugal Spain With clients operating in 89 industries, its property types include retail, industrial, gaming, and other categories such as agriculture and office. Its primary industry concentrations include:

Grocery stores Convenience stores Dollar stores Drug stores Home improvement stores Restaurants Quick service Jefferies has a Buy rating with a $71 target price.

Contact [email protected] for any questions or corrections.

Most dividend stocks pay quarterly while your bills arrive monthly, and that mismatch quietly erodes retirement budgets. Five REITs are bridging that gap, but one popular name on this list recently changed its payment schedule in a way most investors…

Retirement income planning has a rhythm problem. Bills arrive monthly, but most dividend stocks pay quarterly, forcing retirees to manage lumpy cash flow across a smooth budget. Monthly-pay real estate investment trusts (REITs) solve that mismatch, and with 51% of adults now saying it's somewhat or very likely they'll outlive their savings, the reliability of the paycheck matters as much as the size.

Here are five REITs on the September 2026 watchlist for investors focused on dependable retirement cash flow. Four currently distribute monthly; one has recently shifted its payment cadence, and we flag it directly. (If a paycheck-style schedule is the whole point, we rounded up seven more monthly payers in a free report you can grab here.)

Realty Income (O): The Anchor of Monthly Income Realty Income (NYSE:O | O Price Prediction) is the net lease REIT that trademarked the phrase "The Monthly Dividend Company" and has delivered on that name across 331 dividend records stretching back decades. The latest declared monthly dividend is $0.271 per share, paid August 14, 2026, with an annualized forward payout of $3.252. Shares closed at $62.26 on August 26, 2026, and management is running a 4.89% dividend yield.

The Q2 2026 report on August 5, 2026 gave the coverage picture retirees care about: AFFO per share of $1.09, up 3.8%, portfolio occupancy at 98.8%, and full-year AFFO guidance raised to $4.44 to $4.45. CEO Sumit Roy pointed to "significant liquidity, conservative leverage, and broad access to multiple capital channels."

Risk to monitor: Net debt to annualized pro forma adjusted EBITDA sits at 5.4 times, and the credit watch list remains in the high 5% area. GAAP EPS also came in below estimates for the quarter.

Agree Realty (ADC): Investment-Grade Tenants, Rising Payout Agree Realty (NYSE:ADC) is a net lease REIT built around highly rated retail credits. The current monthly cash dividend is $0.267 per share, with the latest payment on August 14, 2026. Management called that out on the earnings call as a 4.3% year-over-year increase, backed by a 70% AFFO payout ratio.

Q2 2026 AFFO per share grew to $1.14, a 7.4% year-over-year increase. Portfolio occupancy hit a company record of 99.8% across 2,825 properties, and full-year AFFO guidance was raised to $4.57 to $4.59. Shares last traded at $73.67.

Risk to monitor: ADC missed the Street EPS estimate as equity issuance funds an aggressive acquisition program, and interest expense continues to climb. Net debt to recurring EBITDA sits at 5.2 times excluding unsettled forward equity.

EPR Properties (EPR): Experiential Cash Flow With 65% Coverage EPR Properties (NYSE:EPR) is the experiential REIT owning theaters, attractions, eat-and-play concepts, and now Netflix Houses. The monthly dividend is $0.31 per share, paid August 17, 2026, with an annualized forward of $3.72.

Q2 AFFO per share hit $1.43, a 15.3% year-over-year increase, and FFO as adjusted reached $1.42, up 12.7%. Management said the common dividend remained well covered, with a Q2 AFFO payout ratio of 65%. The portfolio was 99% leased or operated, unit-level rent coverage held at two times, and 2026 FFO guidance was raised to $5.41 to $5.57. Shares last traded at $60.00, up 24.88% year-to-date.

Risk to monitor: Tenant concentration remains real. Topgolf and AMC each represented 13.1% of Q2 revenue, with the top 10 clients at 63.7%.

LTC Properties (LTC): A Healthcare Transformation in Motion LTC Properties (NYSE:LTC) is a healthcare REIT pivoting from triple-net leases into a SHOP-focused operating model. Q2 2026 Core FFO was $0.68 per share, with 2026 Core FFO guidance of $2.76 to $2.78. Co-CEO Pam Kessler said SHOP will reach 50% of annualized NOI by year-end and about 75% by the end of 2028. Shares closed at $40.53, up 22.65% year-to-date.

Balance sheet cushion looks strong. Debt to annualized adjusted EBITDA for real estate is 4.2 times, and fixed-charge coverage stands at 4.9 times.

Risk to monitor: Investors should verify the current declared dividend directly with the company or their broker. Execution risk on the SHOP pivot, operator concentration, and remaining skilled nursing exposure of roughly 33% keep this one in the higher-variance bucket.

STAG Industrial (STAG): Industrial Anchor With a Payment Schedule Caveat STAG Industrial (NYSE:STAG) is a single-tenant industrial REIT. It historically paid monthly, and readers should note the schedule change: STAG’s current stated frequency is now quarterly, at $0.3875 per share, next payable October 15, 2026, with an annualized forward of $1.55. If a strictly monthly cadence is a requirement, that fact matters.

What earns STAG a spot on the retirement-income list anyway: Q2 2026 Core FFO of $0.65 per share, up 3.2%, cash leasing spreads of 19.8%, net debt to annualized adjusted EBITDA of 5.2 times, and full-year Core FFO guidance raised to $2.61 to $2.65. Management said "Vacancy has peaked both nationally and within Stagg’s portfolio." Shares last traded at $37.18.

Risk to monitor: Beyond the shift away from monthly payments, near-term acquisition cadence remains sensitive to interest-rate volatility.

Four of these five names still deposit cash into brokerage accounts every month, and each one just raised guidance or expanded its growth platform through Q2. That combination, growing AFFO plus reaffirmed distributions, is what keeps monthly-pay REITs central to retirement cash-flow research heading into September.

Contact [email protected] for any questions or corrections.

At the 24% federal marginal bracket, a portfolio throwing off $20,000 in REIT dividends surrenders roughly $4,800 to the IRS every year. That is the annual toll for holding the wrong high-yield stocks in the wrong account. For net-lease REITs, whose distributions are largely ordinary income rather than qualified dividends, that toll compounds into six-figure lost income across a retirement horizon.

Why REIT Dividends Pay a Higher Tax Bill Than Blue Chips Qualified dividends from most C-corp payers get preferential tax rates. REIT distributions generally do not. Under current federal rules, the bulk of a REIT dividend flows through as ordinary income, taxed at the investor’s marginal bracket. That structural quirk is precisely what makes the Roth wrapper so valuable for the three names below.

Tax Delta: Roth Versus Taxable at the 24% Bracket Consider a $300,000 portfolio split evenly across three high-yield net-lease REITs. Current yields and mechanics:

NNN REIT (NYSE:NNN | NNN Price Prediction), a triple-net lease REIT: current dividend yield of 5.19% on an annualized $2.48 per share payout. 37 consecutive annual dividend increases and a 69% AFFO payout ratio back a durable ordinary-income stream, which is exactly what a Roth is built to shelter. Realty Income (NYSE:O), a monthly-paying net-lease REIT: current yield of 5.14%, with an annualized forward dividend of $3.252 per share. Twelve taxable events per year in a brokerage account. Zero in a Roth. EPR Properties (NYSE:EPR), an experiential net-lease REIT: the highest yielder of the group at 5.94%, with a $3.72 annualized dividend and a 65% Q2 2026 AFFO payout ratio. Experiential rent income taxed at ordinary rates is a prime Roth candidate. Apply those yields to a $100,000 stake in each. NNN produces roughly $5,190 in annual gross income, Realty Income roughly $5,140, and EPR roughly $5,940. Blended annual income lands near $16,270. In a taxable account at 24%, federal tax runs about $3,905, leaving roughly $12,365 net. Inside a Roth, the full $16,270 stays. Annual Roth advantage: about $3,905. Over 10 years without reinvestment or growth, that alone is nearly $39,000 permanently reclaimed.

How the Delta Scales Across Brackets Same $16,270 in gross REIT income. Different tax brackets:

Marginal Bracket Annual Tax Cost (Taxable) Annual Roth Advantage 22% ~$3,580 ~$3,580 24% ~$3,905 ~$3,905 32% ~$5,205 ~$5,205 37% ~$6,020 ~$6,020 Higher earners lose more absolute dollars every year the shares sit outside a Roth. A 37% bracket household holding this exact three-name portfolio in taxable hands loses over an entire extra REIT position’s worth of income annually versus a 22% bracket investor holding identical shares.

Compounding Cost Most Readers Miss The $3,905 annual Roth advantage at the 24% bracket compounds. Reinvested each year into more shares of these same REITs, that recaptured income keeps working tax-free inside the wrapper. Using a conservative 5% reinvestment rate on the annual delta alone, the sheltered advantage grows to roughly $49,000 over 10 years and approaches $130,000 over 20 years. That is the permanent, quantifiable cost of holding these three names in the wrong account.

[calculator type=”ira-comparison” annual_contribution=”7000″ current_age=”55″ retirement_age=”70″ current_tax_rate=”24″ retirement_tax_rate=”24″ return_rate=”5″ reinvest_tax_savings=”true” annual_withdrawal=”20000″ withdrawal_period=”20″ capital_gains_rate=”15″]

Adjust the inputs to your own age, contribution level, and bracket. The magnitude changes. The direction does not. The window between your last paycheck and your first RMD is usually the cheapest time to move these positions into a Roth, and we sized up that opportunity in a free guide here.

What to Do Before Your Next Rebalance If you hold NNN, Realty Income, or EPR shares in a taxable brokerage account, calculate the annual tax cost at your bracket before your next filing. The number is knowable to the dollar. Run the Roth conversion math on the highest-yielding position first. EPR’s 5.94% yield generates the largest annual ordinary-income tax drag of the three. Compare the one-time conversion tax cost against the multi-decade income delta above. Over long horizons, the conversion math often clears comfortably. NNN is up 20.47% year to date, Realty Income 14.44%, and EPR 25.61%. Total return is one story. Where the dividends land on your tax return is a different story, and one you control.

Contact [email protected] for any questions or corrections.

Investors might want to bet on EPR Properties (EPR - Free Report) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

Therefore, the Zacks rating upgrade for EPR Properties basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

For EPR Properties, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for EPR PropertiesThis real estate investment trust is expected to earn $5.55 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for EPR Properties. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.6%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of EPR Properties to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Investors with an interest in REIT and Equity Trust - Retail stocks have likely encountered both EPR Properties (EPR - Free Report) and Federal Realty Investment Trust (FRT - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.

Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.

EPR Properties has a Zacks Rank of #2 (Buy), while Federal Realty Investment Trust has a Zacks Rank of #3 (Hold) right now. This means that EPR's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is only part of the picture for value investors.

Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.

The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.

EPR currently has a forward P/E ratio of 10.92, while FRT has a forward P/E of 15.55. We also note that EPR has a PEG ratio of 2.24. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. FRT currently has a PEG ratio of 2.70.

Another notable valuation metric for EPR is its P/B ratio of 2. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, FRT has a P/B of 3.09.

These metrics, and several others, help EPR earn a Value grade of B, while FRT has been given a Value grade of C.

EPR is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that EPR is likely the superior value option right now.

EPR Properties' Series E convertible preferred (EPR.PR.E) offers a materially higher yield than Series C (EPR.PR.C), driven by its ~9% coupon, despite trading at premium to its convertible value. EPR.PR.E provides a balanced profile: higher yield than Series C, equity upside optionality, and downside protection if common shares decline. Series C offers greater capital appreciation potential if EPR's common stock outperforms, but at a yield ~1.5% lower than Series E.

© Golden Dayz / Shutterstock.com

With the 10-year Treasury yielding 4.70%, income investors don’t need to reach for junk to beat the risk-free rate. The five names below all offer yields at or near 6%, all have payouts covered by earnings or cash flow, and all have kept the dividend flowing through the past several years. Safety leads; yield follows.

OneMain Holdings OneMain Holdings (NYSE:OMF | OMF Price Prediction) is a nonprime consumer lender yielding 6.7% at $65.42. The $1.05 quarterly payout ($4.20 annualized) sits well beneath trailing EPS of $6.63, and the dividend has climbed every year since 2022’s $0.95 rate.

Q2 2026 delivered adjusted EPS of $1.31 on $1.62B in revenue, with the net charge-off ratio improving to 7.77% from 8.02%. With unemployment at 4.2% and card delinquencies drifting down to 2.92%, the credit backdrop is cooperative.

Risk: any softening in the labor market would hit the nonprime book first.

Altria Group Altria Group (NYSE:MO) yields 6.21% at $68.16, backed by one of the longest raise streaks on the market: 60 increases in the past 56 years. The current $1.06 quarterly payout ($4.24 annualized) is covered by reaffirmed FY2026 adjusted EPS guidance of $5.56 to $5.72.

Marlboro’s smokeable segment still throws off enormous cash: $2.68B of Q1 operating income at a 65.1% margin.

Risk: domestic cigarette volumes fell about 10% in FY2025, and negative book equity leaves no cushion if cash generation stumbles.

Energy Transfer Energy Transfer (NYSE:ET) is a midstream MLP yielding 6.6% at $20.33. The partnership just declared its 19th consecutive quarterly distribution increase, taking it to $0.34 per unit ($1.36 annualized). Q2 2026 was a blowout: EPU of $0.59 beat estimates by 60%, adjusted EBITDA hit $5.07B, and management raised full-year EBITDA guidance to $18.8B to $19.1B. Distributable cash flow easily covers the payout.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Altria didn't make the cut. Grab the names FREE today.

Risk: MLPs issue K-1s, and $947M in Q1 interest expense reflects the debt supporting growth capex.

VICI Properties VICI Properties (NYSE:VICI) yields 6.83% at $26.59, the highest in the group. The $0.45 quarterly dividend ($1.80 annualized) is comfortably supported by FY2026 AFFO guidance of $2.45 to $2.47 per share.

The gaming net-lease REIT runs at 100% occupancy with a 39.6-year weighted average lease term and 2% annual escalators. VICI has raised the payout every year since IPO, most recently from $0.4325 to $0.45 in Q4 2025.

Risk: Caesars and MGM combine for roughly 70% of rent.

EPR Properties EPR Properties (NYSE:EPR) is the monthly payer, yielding 5.8% at $61.22. The experiential REIT raised the monthly dividend to $0.31 from $0.295 in early 2026, taking the annualized rate to $3.72. That’s well inside raised FY2026 FFOAA guidance of $5.41 to $5.57. The portfolio is 99% leased across 335 properties with 2.0x coverage, and Q2 2026 AFFO/share grew 15.3%.

Risk: Topgolf and AMC each represent 13.1% of rent, and $629.6M in senior notes mature in 2026.

The bottom line  Five different sectors, five different risk profiles, one shared trait: each dividend is earned, not borrowed. Investors get roughly 130 basis points over the 10-year Treasury with genuine coverage behind the checks. For income portfolios starved of yield without the risk of a cut, this is the shelf worth shopping.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Altria didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Not every REIT deserves the recent rally. AI could make some property risks worse. Two popular high-yield REITs look too risky.

HomeDividends AnalysisREITs AnalysisReal Estate Analysis

SummaryEPR has just shared amazing Q2 results.I'm upgrading EPR to a buy because I found some game-changing news.EPR achieved a post-COVID record for investment activity, with $440M deployed at an attractive 8.5% cap rate, yielding a 1.1% investment spread.Portfolio diversification improved, with theater exposure dropping to about one-third of ABR and 99% of properties leased/operated.Double-digit AFFO per share growth and a 5.8% yield support continued dividend increases, offering double-digit total return potential. sitox/E+ via Getty Images

I'm sure many of you already know that I love EPR Properties (EPR). I even have a sentiment about it. Because it was the first stock I covered for Seeking Alpha. It was May 2024 when

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of EPR, VICI, GLPI, NNN, ADC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The information, opinions, and thoughts included in this article do not constitute an investment recommendation or any form of investment advice.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

EPR Properties (EPR) Q2 2026 Earnings Call July 30, 2026 8:30 AM EDT

Company Participants

Brian Moriarty - Senior Vice President of Corporate Communications
Gregory Silvers - President, CEO & Board Chair
Benjamin Fox - Chief Investment Officer & Executive VP
Mark Peterson - Executive VP, CFO & Treasurer

Conference Call Participants

Jana Galan - BofA Securities, Research Division
John Kilichowski
Rob Stevenson
Nicholas Joseph - Citigroup Inc., Research Division
Michael Carroll - RBC Capital Markets, Research Division
Spenser Allaway - Green Street Advisors, LLC, Research Division
Upal Rana - KeyBanc Capital Markets Inc., Research Division

Presentation

Operator

Hello, and welcome to the EPR Properties Q2 2026 Earnings Call. [Operator Instructions] Also, as a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time.

I will now hand the call over to Brian Moriarty, Senior Vice President of Corporate Communications.

Brian Moriarty
Senior Vice President of Corporate Communications

Thank you. Thanks for joining us today for our second quarter 2026 earnings call and webcast. Participants on today's call are Greg Silvers, Chairman and CEO; Ben Fox, Executive Vice President and CIO; and Mark Peterson, Executive Vice President and CFO.

I'll start the call by informing you that this call may include forward-looking statements as defined in the Private Securities Litigation Act of 1995, identified by such words as will be, intend, continue, believe, may, expect, hope, anticipate or other comparable terms. The company's actual financial condition and the results of operations may vary materially from those contemplated by such forward-looking statements.

Discussion of these factors that could cause results to differ materially from these forward-looking statements are contained in the company's SEC filings, including the company's reports on Form 10-K and 10-Q. Additionally, this call will contain references to certain non-GAAP measures, which we believe are useful in evaluating the company's performance.

KANSAS CITY, Mo.--(BUSINESS WIRE)--EPR Properties (NYSE:EPR) today announced operating results for the second quarter and six months ended June 30, 2026.

KANSAS CITY, Mo.--(BUSINESS WIRE)--EPR Properties (NYSE: EPR) today announced that it has entered into a Fifth Amended, Restated and Consolidated Credit Agreement, governing an amended and restated $1.0 billion senior unsecured revolving credit facility and a new $600.0 million senior unsecured delayed draw term loan facility. The new facilities replace the Company's existing $1.0 billion senior unsecured revolving credit facility. The new facilities provide for an initial maximum principal amou.

KANSAS CITY, Mo.--(BUSINESS WIRE)--EPR Properties (NYSE: EPR) will release Q2 2026 financial results on July 29, 2026 & earnings call will be on Thurs., July 30, 2026 at 8:30 a.m. ET.

Mark Alan Peterson, EVP & Chief Financial Officer, reported an open-market sale of 8,334 shares of EPR Properties (EPR +2.18%) for a total consideration of ~$500,000, according to the SEC Form 4 filing.

Transaction summaryMetricValueShares sold (indirect)8,334Transaction value$500,040Post-transaction shares (direct)0Post-transaction shares (indirect)207,750Post-transaction value (direct ownership)$0Transaction value based on SEC Form 4 reported price ($60.00). EPR closed at $58.85 on the transaction date, June 10th 2026.

Key questionsHow does this transaction compare to Peterson’s historical sale sizes?
This 8,334 share sale is at the lower end of Peterson’s historical sell-only transactions, which have ranged from 8,334 to 13,700 shares, reflecting a declining trend as available share capacity has diminished over time.Does the transaction affect Peterson’s overall economic exposure to EPR Properties?
Despite the sale, Peterson continues to hold 207,750 shares indirectly through the Jill J. Peterson Rev. Trust, maintaining substantial economic exposure to the company through convertible Common Shares of Beneficial Interest.What is the significance of the 10b5-1 trading plan in this context?
This sale was effected under a Rule 10b5-1 trading plan adopted on Dec. 23, 2025, indicating the disposition was pre-scheduled and consistent with routine liquidity management rather than market timing.How does the transaction value relate to recent market pricing?
The $60.00 per share sale price was slightly above the June 10, 2026 closing price of $59.36, representing a ~1.1% premium to the closing level on the transaction date.Company overviewMetricValueRevenue (TTM)$718 millionNet income (TTM)$275 millionDividend yield5.39%1-year price change8.3%Note: 1-year price change calculated as of July 1, 2026.

Company snapshotEPR owns and leases a portfolio of experiential real estate assets, including entertainment, recreation, and education properties across 44 U.S. states.It operates as a specialty REIT utilizing a net lease model, generating revenue primarily through long-term rental agreements with tenants in leisure and recreational sectors.The company serves operators of out-of-home entertainment venues, recreational facilities, and specialty education centers seeking stable, high-quality real estate solutions.EPR Properties manages a diversified portfolio valued at approximately $6.7 billion, focusing on properties that facilitate unique consumer experiences. The company’s disciplined underwriting and investment approach targets assets with resilient cash flows and long-term growth potential. This specialization in experiential real estate provides EPR Properties with a distinct competitive advantage in the specialty REIT sector.

What this transaction means for investorsPeterson's sale was pre-scheduled back in December, and it priced slightly above where EPR shares were trading that day, so there's little to read into the timing itself. The more useful question for investors is what has to keep going right for EPR's growth story to hold up. The company just raised its 2026 earnings guidance and expanded its investment spending target to as much as $600 million, largely to fund a $315 million push into attraction properties including a portfolio acquired from Six Flags. That's a bet that regional parks and similar destinations keep pulling in reliable foot traffic even as EPR leans away from its old core of movie theaters. The company's occupancy across its experiential portfolio sat at 99% last quarter, which suggests tenants are performing well enough to support the expansion. The risk is concentration: a handful of tenants still make up a large share of EPR's rental income, so any stumble from a major operator would matter more here than at a more diversified REIT. I like this company for the long haul, and at current levels I think it's worth starting a position or adding a little if you already own it. One thing worth considering: REIT dividends are typically taxed as ordinary income, so where you hold this stock matters. If you're building a position, a Roth IRA can be a smart home for it, since it lets those dividends and any future gains grow and come out tax-free.

Seena Hassouna has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends EPR Properties. The Motley Fool has a disclosure policy.

EPR Properties (EPR - Free Report) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, EPR broke through the 20-day moving average, which suggests a short-term bullish trend.

The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving averages.

The 20-day moving average can show signals that are similar to other SMAs as well. If a stock's price is moving above the 20-day, the trend is considered positive. When the price falls below the moving average, it can signal a downward trend.

EPR has rallied 5.2% over the past four weeks, and the company is a Zacks Rank #3 (Hold) at the moment. This combination suggests EPR could be on the verge of another move higher.

The bullish case solidifies once investors consider EPR's positive earnings estimate revisions. No estimate has gone lower in the past two months for the current fiscal year, compared to 5 higher, while the consensus estimate has increased too.

Investors should think about putting EPR on their watchlist given the ultra-important technical indicator and positive move in earnings estimate revisions.

EPR Properties is benefiting from a resurgent U.S. box office, with 2026 tracking to set new records and dispelling bearish theater narratives. EPR raised its dividend by 5% year-over-year, now yielding 6.2%. This is 136% covered by FFOAA and offers a healthy spread over Treasuries. Guidance for 2026 FFOAA was raised to $5.37–$5.53 per share, exceeding consensus and supporting a 10.95x multiple.

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KANSAS CITY, Mo.--(BUSINESS WIRE)--EPR Properties (NYSE:EPR) today announced that its Board of Trustees has declared its monthly cash dividend to common shareholders. The dividend of $0.31 per common share is payable July 15, 2026 to shareholders of record on June 30, 2026. This dividend represents an annualized dividend of $3.72 per common share.

The Board of Trustees also declared quarterly dividends to preferred shareholders:

5.75% Series C Cumulative Convertible Preferred Shares (NYSE:EPRprC): The Company declared a dividend of $0.359375 per share payable July 15, 2026 to shareholders of record on June 30, 2026.9.00% Series E Cumulative Convertible Preferred Shares (NYSE:EPRprE): The Company declared a dividend of $0.5625 per share payable July 15, 2026 to shareholders of record on June 30, 2026.5.75% Series G Cumulative Redeemable Preferred Shares (NYSE:EPRprG): The Company declared a dividend of $0.359375 per share payable July 15, 2026 to shareholders of record on June 30, 2026.About EPR Properties

EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues which create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately $5.7 billion (after accumulated depreciation of approximately $1.8 billion) across 42 states and Canada. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns. Further information is available at www.eprkc.com.

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Investors love dividend stocks, especially the monthly pay variety, because they provide dependable passive income streams and an excellent opportunity for solid total return. Total return includes interest, capital gains, dividends, and distributions realized over time. In other words, the total return on an investment or portfolio consists of income and stock appreciation. At 24/7 Wall St., we have focused on dividend stocks for over 15 years because, despite stock market volatility, many people need reliable passive income streams to supplement their income from employment or other sources such as Social Security and pensions.

Real estate investment trusts (REITs) own, operate, or finance income-producing real estate. They enable individuals to invest in real estate without directly owning properties. REITs pool funds from investors to purchase and manage a diversified portfolio of real estate assets, including office buildings, apartments, shopping malls, hotels, and warehouses. Investors seeking total return should balance the need for passive income and the desire to add growth to combat inflation and the potential for a recession, which we could face later this year or early in 2027. Investors should consider REITs as an option for 2026 and beyond. Many investment advisors feel that an allocation of up to 15% is a good level for most growth and income portfolios.

Here are our five top monthly pay REITs, all of which are rated Buy at top Wall Street firms that we cover.

AGNC Investment This company is among the highest-paying REITs for investors, with its massive 13.30% dividend, but it does carry somewhat higher dividend-cut risk. AGNC Investment (NASDAQ: AGNC | AGNC Price Prediction) is an investor in Agency residential mortgage-backed securities (agency MBS), which benefit from a guarantee against credit losses by Federal National Mortgage Association (Fannie Mae), Federal Home Loan Mortgage Corporation (Freddie Mac), or Government National Mortgage Association (Ginnie Mae).

The company’s business is a source of private capital for the U.S. residential housing market.

AGNC Investment invests on a leveraged basis, financing its agency MBS assets primarily through repurchase agreements, and utilizes dynamic risk management strategies intended to protect the value of its portfolio from interest rate and other market risks.

The company may also invest in agency multifamily MBS that are similarly guaranteed by a U.S. government-sponsored enterprise (GSE), as well as in other assets related to the housing, mortgage, or real estate markets that a GSE or U.S. government agency does not guarantee.

Royal Bank of Canada has an Outperform rating with a $12 target price.

EPR Properties This REIT invests in some of the most popular entertainment companies. EPR Properties (NYSE: EPR) is a leading experiential net-lease REIT specializing in select enduring experiential properties and pays a 6.10% dividend. EPR recently increased its monthly dividend by 5.1% and expects FFO per share growth of more than 5% in 2026, supporting continued dividend increases. After suspending its dividend during COVID, it has recovered with five consecutive years of increases. Its $6.9 billion property portfolio generates solid cash flow, and the monthly dividend of $0.31 per share is well-covered by funds from operations.

The company operates through two segments. The Experiential segment consists of approximately:

157 theater properties 58 eat and play properties 24 attraction properties 11 ski properties Four experiential lodging properties One gaming property One cultural property 22 fitness and wellness properties The company’s Education segment comprises 59 early childhood education centers and nine private schools.

EPR’s investment portfolio includes ownership of and long-term mortgages on experiential and educational properties. The company has investments in approximately 44 states. All of the company’s owned single-tenant properties are leased on long-term, triple-net terms.

Raymond James has an Outperform rating with a $60 target price.

LTC Properties This healthcare REIT specializes in seniors housing and skilled nursing facilities, offering exposure to the growing healthcare real estate sector with a monthly dividend yield of 5.83%. LTC Properties (NYSE: LTC) invests in senior housing and healthcare properties through sale-leasebacks, mortgage financing, joint ventures, construction financing, and structured finance solutions, including preferred equity and mezzanine lending. The company invests in senior housing and skilled nursing properties secured by triple-net leases, mortgage loans, and other cash-generating structures, giving it relatively steady income to support its monthly dividend.

LTC Properties operates a diversified portfolio of over 200 senior care assets, encompassing skilled nursing facilities, assisted living communities, and memory care centers. The company prioritizes acquisitions with durable cash flow profiles and has demonstrated consistent monthly dividend payments across varied market conditions—a compelling combination given the structural demand growth driven by an aging U.S. population.

LTC focuses on senior housing and long-term care facilities, benefiting from the aging U.S. population. Its sale-and-leaseback model generates stable cash flow without landlord responsibilities. As a REIT, it must distribute 90% of taxable income, ensuring reliable dividends. Its smaller $1.6 billion market cap still supports consistent payouts.

It invests in various properties, including:

Skilled nursing centers, which provide restorative, rehabilitative, and nursing care Assisted living facilities that serve people who require assistance with activities of daily living Independent living facilities, also known as retirement communities or senior apartments, offer a community and numerous levels of service, such as laundry, housekeeping, dining options/meal plans, exercise and wellness programs, transportation, social, cultural, and recreational activities, on-site security, and others Memory care facilities offer specialized options for people with Alzheimer’s disease and other forms of dementia JMP Securities has a Market Outperform rating with a $43 target.

Modiv Industrial Modiv Industrial (NYSE: MDV) supports its 6.56% monthly dividend with a 98% occupancy rate and a clean balance sheet. It’s actively paying down debt, faces no near-term refinancing pressure, and is quietly buying back preferred shares—all moves that put shareholders first. Modiv is an internally managed REIT focused on single-tenant net-lease industrial manufacturing real estate.

The company acquires, owns, and manages a portfolio of single-tenant net-lease properties throughout the United States, with a focus on critical industrial manufacturing properties with long-term leases to tenants that fuel the national economy and strengthen the nation’s supply chains.

Modiv also owns non-core, legacy retail and office real estate properties. It seeks to provide investors with access to monthly dividends through a durable portfolio of real estate investments designed to generate both current income and long-term growth. Its real estate investment portfolio consisted of 43 operating properties, including one property held for sale. The company’s portfolio spans 16 states and comprises 39 industrial properties.

Cantor Fitzgerald has an Overweight rating on the shares, with an $18 price target.

Realty Income Realty Income (NYSE: O) is a REIT that has paid monthly dividends consistently for years. It owns over 15,000 properties leased primarily to defensive retailers. This is an ideal stock for growth and income investors seeking a safer contrarian idea for the rest of 2026, with a 5.22% dividend yield. The S&P 500 company acquires and manages freestanding commercial properties that generate rental revenue under long-term net lease agreements with its commercial clients.

It is engaged in a single business activity: leasing property to clients, generally on a net basis. This business activity spans various geographic boundaries and encompasses a range of property types and clients across multiple industries. Widely considered the gold standard of monthly dividend stocks, Realty Income has paid dividends since 1969. It has paid 667 consecutive monthly dividends as of early 2026 and increased its dividend 132 times since its 1994 IPO.

The company owns or holds interests in approximately 15,621 properties in all 50 U.S. states and:

United Kingdom France Germany Ireland Italy Portugal Spain With clients operating in 89 industries, its property types include retail, industrial, gaming, and other categories such as agriculture and office.

Its primary industry concentrations include:

Grocery stores Convenience stores Dollar stores Drug stores Home improvement stores Restaurants Quick service UBS has a Buy rating with a $72 target price.

EPR Properties (EPR - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

As such, the Zacks rating upgrade for EPR Properties is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for EPR Properties imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for EPR PropertiesThis real estate investment trust is expected to earn $5.40 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for EPR Properties. Over the past three months, the Zacks Consensus Estimate for the company has increased 2.6%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of EPR Properties to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

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KANSAS CITY, Mo.--(BUSINESS WIRE)--EPR Properties (NYSE:EPR) announced today that its Chairman and CEO Gregory Silvers, will make a presentation regarding the Company at Nareit's REITweek: 2026 Investor Conference in New York, NY on June 2, 2026 at 1:45 PM Eastern Time. The audio-only webcast and replay can be accessed via the Webcasts page in the Investor Center on the Company’s website located at http://investors.eprkc.com/webcasts.

About EPR Properties

EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately $5.7 billion (after accumulated depreciation of approximately $1.8 billion) across 42 states and Canada. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns. Further information is available at www.eprkc.com.

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Welcome to the Quant Growth & Income (QG&I) portfolio, a rules-based portfolio targeting long-term capital appreciation, consistent dividend income, and reduced exposure to dividend cuts. We've unlocked three stocks from the QG&I portfolio to give you a free preview of the new income portfolio in action.