EPR Properties: 6%+ Yield, Raised Guidance, And A Transition Story Worth Watching

EPR Properties offers a compelling 6.4% yield and 6% projected AFFO growth, appealing to income-focused investors. EPR trades at a discounted 10.7x forward P/AFFO, with potential for re-rating as the portfolio transitions away from theaters. Management raised 2026 AFFO, investment, and disposition guidance following strong Q1 results and increased investment activity.

Seeking Alpha • May 18, 2026

Buried Treasures:  5 Undervalued High-Yield REITs With Strong Balance Sheets

REITs present attractive value, thanks in part to a shortage of new supply and relative immunity to AI disruption, and are outperforming the S&P 500 YTD. This article identifies 25 high-yield REITs with current yields at least 75 basis points above the "no-risk" rate on Treasuries. The list is then screened for dividend safety, FFO growth, and balance sheet quality to arrive at a final list of 5 companies, each offering safe yields above 5.25%.

Seeking Alpha • May 18, 2026

Inflation Reignites, Yields Spike

Surging oil prices and hotter inflation reports reignited rate-hike concerns, sending Treasury yields to one-year highs as the Iran conflict remained stalemated despite the highly anticipated Trump-Xi summit.

Seeking Alpha • May 17, 2026

EPR Properties (EPR) Upgraded to Buy: Here's Why

EPR Properties (EPR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Zacks Investment Research • May 15, 2026

EPR Properties Declares Monthly Dividend for Common Shareholders

KANSAS CITY, Mo.--(BUSINESS WIRE)--EPR Properties (NYSE:EPR) declared its monthly cash dividend payable 6/15/26 to shareholders as of 5/29/26.

Business Wire • May 14, 2026

Our 5 Top Monthly-Pay REITs Offer a Lifetime of Recession-Resistant Income

Investors love dividend stocks, especially the monthly pay variety, because they provide dependable passive income streams and an excellent opportunity for solid total return.

24/7 Wall Street • May 13, 2026

Dirt Cheap Magnificent High-Yields I Am Buying Now

With the S&P 500 median P/E at 18.5x, we are finding 10x FFO gems like EPR that the market has simply ignored. EPR Properties' Growth Mode: Management just hiked FFOAA guidance to a $5.45 midpoint, marking the fund's official return to aggressive growth. TPVG Stabilization: TriplePoint Venture Growth BDC is holding its ground in the VC niche, with credit quality finally steadying after a volatile few years.

Seeking Alpha • May 12, 2026

Is EPR Properties (EPR) Stock Outpacing Its Finance Peers This Year?

Here is how EPR Properties (EPR) and Ameris Bancorp (ABCB) have performed compared to their sector so far this year.

Zacks Investment Research • May 11, 2026

EPR Properties Q1 Earnings Call Highlights

EPR Properties NYSE: EPR reported higher first-quarter funds from operations and raised its 2026 guidance, citing accelerated investment activity, stable portfolio performance and continued consumer demand for experiential real estate.

MarketBeat • May 10, 2026

EPR Properties: The Valuation Disconnect Continues As Investments Hit Post-Pandemic Records

EPR Properties is rated Buy, with clear undervaluation and strong potential for a re-rating as its portfolio pivot progresses. EPR delivered a robust quarter: AFFO rose 7.7% to $100.13M (6.6% on a per-share basis), and the monthly dividend increased 5.1% to $0.31, still being very sustainable. The company is accelerating its diversification away from theaters, boosting 2026 investment guidance to $500M–$600M.

Seeking Alpha • May 11, 2026