Technical Analysis - EPR Properties has recently reached a key level of support and has overtaken the 200-day moving average, indicating a long-term bullish trend [1] - The 200-day simple moving average serves as a support or resistance level, helping to determine overall long-term market trends [1] Performance Metrics - Over the past four weeks, EPR has gained 8.1%, suggesting positive momentum [2] - The company is currently ranked a Zacks Rank 3 (Hold), indicating potential for further upward movement [2] Earnings Estimates - There have been 3 higher earnings estimate revisions for the current fiscal year, with none lower, reinforcing the bullish outlook [2] - The consensus earnings estimate has also moved up, further supporting the positive trend [2] Investment Outlook - Investors are encouraged to watch EPR for potential gains in the near future due to its key technical level and positive earnings estimate revisions [3]

Group 1 - The real estate asset class has significantly underperformed compared to the market and other income-oriented sectors since the pandemic began [1] - Other income-oriented areas that have outperformed real estate include Business Development Companies (BDCs), Master Limited Partnerships (MLPs), infrastructure, and covered calls [1] Group 2 - Roberts Berzins has over ten years of experience in financial management, focusing on helping corporates with financial strategies and large-scale financings [2] - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2] - His work includes developing national State-Owned Enterprise (SOE) financing guidelines and frameworks for channeling private capital into affordable housing [2] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [2]

Core Insights - The article discusses the investment strategy of identifying Real Estate Investment Trusts (REITs) that are currently undervalued in the market, particularly during economic downturns like the COVID-19 pandemic [1] Group 1: Investment Strategy - The focus is on long-term investment horizons, emphasizing contrarian and deep-value opportunities in the REIT sector [1] - The approach involves using fundamental economic insights to evaluate the intrinsic value of stocks, particularly those that are temporarily out-of-favor [1] Group 2: Market Context - The investment journey began during the COVID-19 pandemic, highlighting the impact of economic events on investment strategies [1]

Core Insights - The article discusses the investment strategy of identifying Real Estate Investment Trusts (REITs) that are currently undervalued in the market, particularly during economic downturns like the COVID-19 pandemic [1] Group 1: Investment Strategy - The focus is on long-term investment horizons, emphasizing contrarian and deep-value opportunities in the REIT sector [1] - The approach involves using fundamental economic insights to evaluate the intrinsic value of stocks, particularly those that are temporarily out-of-favor [1] Group 2: Market Context - The investment journey began during the COVID-19 pandemic, highlighting the impact of economic events on investment strategies [1]

Group 1 - The economy relies heavily on borrowing and lending as a means for individuals, companies, and governments to achieve their goals more efficiently [1] Group 2 - Rida Morwa, with over 35 years of experience in investment and commercial banking, advises clients on high-yield investment strategies and leads the Investing Group High Dividend Opportunities [2] - The service focuses on sustainable income through high-yield investments with a targeted safe yield of over 9% [2] - Features of the service include a model portfolio with buy/sell alerts, preferred and baby bond portfolios, active community engagement, and regular market updates [2]

Core Viewpoint - EPR Properties is recognized as one of the highest paying monthly dividend stocks, despite recent adjustments to its price target by JPMorgan and ongoing investments in experiential real estate [1][2]. Group 1: Price Target and Analyst Ratings - JPMorgan has reduced its price target for EPR Properties from $65 to $58 while maintaining an Overweight rating, reflecting lower deal volume and softer rent assumptions for 2026 and 2027 [2]. Group 2: Recent Acquisitions - EPR Properties completed the acquisition and leaseback of a five-property portfolio of championship golf courses and the Ocean Breeze Water Park, totaling $113 million with a blended cap rate of 8.6% [3]. - The total investment spending for EPR Properties is now expected to be around $285 million, exceeding the previous guidance of $225 million to $275 million [4]. Group 3: Business Focus - EPR Properties specializes in experiential real estate, with a portfolio that includes movie theaters, casinos, ski resorts, amusement parks, and other entertainment venues [5].

Core Viewpoint - EPR Properties has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with near-term stock price movements [4][6]. - Rising earnings estimates for EPR Properties suggest an improvement in the company's underlying business, likely leading to increased stock prices [5]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks historically generating an average annual return of +25% since 1988 [7]. - EPR Properties' upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns [10]. Earnings Estimate Revisions - EPR Properties is expected to earn $5.10 per share for the fiscal year ending December 2025, with no year-over-year change, but the Zacks Consensus Estimate has increased by 1.1% over the past three months [8].

Core Insights - EPR Properties (EPR) is currently rated higher than Federal Realty Investment Trust (FRT) in terms of value investment potential, with a Zacks Rank of 2 (Buy) compared to FRT's Zacks Rank of 3 (Hold) [3] Valuation Metrics - EPR has a forward P/E ratio of 9.80, significantly lower than FRT's forward P/E of 14.05, indicating that EPR may be undervalued relative to FRT [5] - The PEG ratio for EPR is 2.93, while FRT's PEG ratio is 3.73, suggesting that EPR offers better value when considering expected earnings growth [5] - EPR's P/B ratio stands at 1.63, compared to FRT's P/B of 2.81, further supporting the notion that EPR is a more attractive investment option based on valuation metrics [6] Overall Assessment - EPR holds a Value grade of B, while FRT has a Value grade of C, indicating that EPR is perceived as the superior value option at this time due to its solid earnings outlook and favorable valuation figures [6]

Group 1 - The Conservative Income Portfolio aims to target the best value stocks with high margins of safety, utilizing well-priced options to reduce investment volatility [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - EPR Properties has been analyzed multiple times, with the last analysis indicating that its common shares are fairly valued compared to preferred shares [2] Group 2 - Trapping Value is a team of analysts with over 40 years of combined experience, focusing on generating options income and capital preservation [2] - The Conservative Income Portfolio includes two income-generating portfolios and a bond ladder, with a focus on lower volatility income investing [2] - The fixed income portfolio aims to purchase securities that have high income potential and are significantly undervalued compared to peers [2]

Core Viewpoint - EPR Properties has declared a monthly cash dividend of $0.295 per common share, payable on January 15, 2026, to shareholders of record on December 31, 2025, representing an annualized dividend of $3.54 per common share [1] Group 1: Common Shareholder Dividends - The monthly cash dividend for common shareholders is set at $0.295 per share [1] - The annualized dividend for common shareholders amounts to $3.54 per share [1] Group 2: Preferred Shareholder Dividends - A dividend of $0.359375 per share has been declared for the 5.75% Series C Cumulative Convertible Preferred Shares, payable on January 15, 2026 [2] - A dividend of $0.5625 per share has been declared for the 9.00% Series E Cumulative Convertible Preferred Shares, payable on January 15, 2026 [2] - A dividend of $0.359375 per share has been declared for the 5.75% Series G Cumulative Redeemable Preferred Shares, payable on January 15, 2026 [2] Group 3: Company Overview - EPR Properties is a leading diversified experiential net lease real estate investment trust (REIT) with total assets of approximately $5.5 billion [1] - The company specializes in select enduring experiential properties, focusing on venues that facilitate leisure and recreation experiences [1] - EPR Properties operates across 43 states and Canada, adhering to rigorous underwriting and investing criteria [1]