EPRT - Essential Properties Realty Trust, Inc.
Alexander's (NYSE: ALX - Get Free Report) and Essential Properties Realty Trust (NYSE: EPRT - Get Free Report) are both real estate companies, but which is the better investment? We will compare the two companies based on the strength of their dividends, risk, institutional ownership, analyst recommendations, earnings, valuation and profitability. Analyst Recommendations This is a breakdown
The 10-year Treasury yield just hit a year-long high and dragged every one of these net lease REITs down with it, but falling share prices and failing dividends are not the same thing, and the difference matters more right now
PRINCETON, N.J.--(BUSINESS WIRE)--Essential Properties Realty Trust, Inc. (NYSE: EPRT; “Essential Properties” or the “Company”) announced today that the Company will release its operating results for the quarter ended September 30, 2026 after the market close on Wednesday, October 21, 2026. The Company will host its quarterly earnings conference call and audio webcast on Thursday, October 22, 2026, at 10:00 a.m. Eastern Time. A webcast of the conference call will be available on the Investor Re.
Leading blue-chip dividend machines have recently sold off quite aggressively. I detail several reasons why I am very happy about this development. I also share how I am taking advantage of the sell-off, including some of my favorite investments right now.
Many REITs are repriced to the downside and offer better yields. Yet this is just optics, as the underlying problem is very significant. The issue I see is that at the current valuations and market dynamics, REITs can't (or should not) be considered solid passive income investments.
Dividend growth machines that combine attractive current yield and sustainable inflation-beating dividend growth are a core pillar of a retirement portfolio. I detail two such opportunities that look attractive today. I also share some of the risks to keep in mind.
Essential Properties Realty Trust offers a compelling blend of diversification, income, safety, and growth, with its largest tenant at just 3.1% of base rent. Diversification reduces tenant-specific risk, but quality of tenants, lease coverage, and disciplined capital allocation are critical for durable, repeatable AFFO-per-share growth. Concentrated REITs like PSTL or GLPI may deliver higher yields and faster growth but carry materially higher risk premiums due to tenant or sector concentration.
Net lease REITs promise bond-like income without the credit risk, but not every triple-net landlord is built the same way.
Amundi lowered its position in Essential Properties Realty Trust, Inc. (NYSE: EPRT) by 18.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 597,870 shares of the company's stock after selling 138,355 shares during the period. Amundi owned
Essential Properties offers a secure payout with room to keep growing over the long haul. Once again, the net lease REIT upped its investment volume guidance for 2026. EPRT net leverage ratio was just 3.5x and it had $1.7 billion of pro forma liquidity to close out Q2 2026.
PRINCETON, N.J.--(BUSINESS WIRE)--Today, Essential Properties Realty Trust, Inc. (NYSE: EPRT) (the “Company” or “EPRT”) announced several executive officer appointments and promotions. Pete Mavoides, the Company's Chief Executive Officer, has executed a new employment contract with a term of approximately four years. Max Jenkins, the Company's Chief Operating Officer, has been promoted and will assume the additional role of President, and Rob Salisbury, the Company's Chief Financial Officer, ha.
Net lease REITs are fundamentally driven by the spread over the ten year treasury yield. Regression analysis shows net lease cap rates move about 28 basis points for every 1% move in the ten year, with about half of cap rate movement explained by treasury shifts. EPRT stands out for its lower payout ratio, higher reinvestment rate, and materially lower leverage, positioning it for superior forward growth versus O and ADC.
PRINCETON, N.J.--(BUSINESS WIRE)--Essential Properties Realty Trust, Inc. (NYSE: EPRT; the “Company”) announced today that its Board of Directors declared a quarterly cash dividend of $0.32 per share of common stock for the third quarter of 2026. On an annualized basis, the third quarter 2026 dividend of $0.32 equals $1.28 per share of common stock. The dividend is payable on October 14, 2026, to stockholders of record as of the close of business on September 30, 2026.About Essential Properties.
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.
Essential Properties Realty Trust delivers sector-leading AFFO per share growth, robust dividend protection, and disciplined external growth, underpinned by a transparent, potent business model. EPRT's low payout ratio (~64%) enables superior internal growth, dividend safety, and significant reinvestment capacity, supporting double-digit annual total return potential. Portfolio diversification, prudent asset recycling, and stable acquisition pacing position EPRT for continued outperformance and potential credit rating upgrades.
America's REIT Dream Team features five 'anchor' REITs positioned for secular growth, robust balance sheets, and resilient dividends. Each REIT is selected for exposure to powerful catalysts: housing affordability, aging demographics, densification, middle-market capital needs, and American reindustrialization. Current valuations for AMH, ELS, FRT, EPRT, and EGP are below historical averages, offering potential for double-digit annualized total returns.
Bank of New York Mellon Corp purchased a new stake in Essential Properties Realty Trust, Inc. (NYSE: EPRT) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 1,714,032 shares of the company's stock, valued at approximately $51,164,000. Bank of New
Adelante Capital Management LLC bought a new stake in shares of Essential Properties Realty Trust, Inc. (NYSE: EPRT) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 549,615 shares of the company's stock, valued at approximately $16,406,000. Essential Properties Realty Trust comprises 1.1%
Aurora Investment Counsel acquired a new position in Essential Properties Realty Trust, Inc. (NYSE: EPRT) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 91,448 shares of the company's stock, valued at approximately $2,730,000. Essential Properties Realty Trust
EPRT remains a hold, with business fundamentals outpacing peers but valuation not yet compelling enough to upgrade. EPRT's portfolio is highly diversified, with the top 10 tenants accounting for just 15.2% of ABR, mitigating concentration risk. EPRT targets 8% AFFO growth for 2026, supported by robust investment activity and sector-leading investment spreads of 1.4%.